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Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
2626
Argonautica Private Wealth Management
Massachusetts
$234K – – –
PFA
2627
Plotkin Financial Advisors
Maryland
$234K – – –
SFP
2628
Shepherd Financial Partners
Massachusetts
$233K +$2.42K +56 +1%
HFS
2629
Howard Financial Services
Texas
$233K +$1.47K +34 +0.6%
HCP
2630
Holt Capital Partners
Texas
$233K – – –
LIA
2631
LBMC Investment Advisors
Tennessee
$233K -$13.2K -306 -5%
CNWM
2632
Clay Northam Wealth Management
California
$232K – – –
SAM
2633
Seelaus Asset Management
New Jersey
$232K – – –
AWM
2634
Aberdeen Wealth Management
Illinois
$232K -$17.7K -410 -7%
SRC
2635
Sage Rhino Capital
California
$232K -$15.9K -367 -7%
SBWIC
2636
Schaper Benz & Wise Investment Counsel
Wisconsin
$232K -$23.6K -545 -9%
PFM
2637
Patton Fund Management
Texas
$231K – – –
GWA
2638
Genesis Wealth Advisors
Massachusetts
$231K – – –
AA
2639
Aufman Associates
Pennsylvania
$230K -$22.3K -515 -9%
GG
2640
Gleason Group
Kentucky
$230K +$3.51K +81 +2%
CFG
2641
CKW Financial Group
Hawaii
$230K +$2.16K +50 +1%
CSI
2642
Clark & Stuart Inc
Maine
$230K – – –
SFS
2643
Strategic Financial Services
New York
$230K -$53.7K -1,241 -19%
MPWS
2644
McCarter Private Wealth Services
Massachusetts
$229K +$12.3K +285 +6%
RMCM
2645
Reynders McVeigh Capital Management
Massachusetts
$229K -$1.65K -38 -0.7%
AIA
2646
AIMZ Investment Advisors
California
$229K – – –
AWA
2647
Alta Wealth Advisors
Massachusetts
$229K -$519 -12 -0.2%
CM
2648
Cercano Management
Washington
$228K -$35.1K -812 -14%
LA
2649
Lakeside Advisors
Washington
$228K – – –
SHFP
2650
Second Half Financial Partners
Florida
$228K +$21.6K +500 +11%
104 105
106
107 108