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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2176
Towercrest Capital Management
Pennsylvania
$272K -$21.8K -385 -8%
CA
2177
Callahan Advisors
Texas
$272K +$261K +4,603 New
VBFP
2178
Valtinson Bruner Financial Planning
Minnesota
$268K +$57 +1 +0%
SBL
2179
Sargent Bickham Lagudis
Colorado
$267K +$16.2K +286 +7%
EPP
2180
ETF Portfolio Partners
Kansas
$266K – – –
RW
2181
REDW Wealth
New Mexico
$266K +$31.3K +552 +14%
MFW
2182
Meristem Family Wealth
Minnesota
$264K +$849 +15 +0.3%
TFGT
2183
TS Financial Group (TSFG)
Illinois
$264K +$253K +4,461 New
SAM
2184
SP Asset Management
California
$263K +$7.08K +125 +3%
LWM
2185
Liberty Wealth Management
California
$260K -$9.57K -169 -4%
SAM
2186
Smithbridge Asset Management
Pennsylvania
$260K – – –
FAM
2187
Fenimore Asset Management
New York
$260K +$39.6K +699 +19%
TPW
2188
Tiller Private Wealth
Pennsylvania
$259K – – –
FDCC
2189
Foster Dykema Cabot & Co
Massachusetts
$259K +$15.9K +280 +7%
CFG
2190
Cooper Financial Group
California
$257K -$24.4K -430 -9%
AW
2191
Alpha Windward
Massachusetts
$256K +$283 +5 +0.1%
TIM
2192
Total Investment Management
Arizona
$256K +$3.62K +64 +1%
TVAMP
2193
Tennessee Valley Asset Management Partners
Tennessee
$256K +$17.3K +306 +8%
FFG
2194
Ford Financial Group
California
$255K +$245K +4,320 New
CL
2195
CSS LLC
Illinois
$254K – – –
SWK
2196
Stephen W. Kidder
$253K – – –
EGWAG
2197
Elwood & Goetz Wealth Advisory Group
Georgia
$252K -$510 -9 -0.2%
SLWS
2198
Swaine & Leidel Wealth Services
Florida
$250K +$239K +4,221 New
DIM
2199
Delta Investment Management
California
$248K -$16.1K -284 -6%
DIA
2200
Davidson Investment Advisors
Montana
$247K -$10.2K -180 -4%
86 87
88
89 90