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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2376
WoodTrust Financial
Wisconsin
$285K -$430K -9,648 -56%
FPGK
2377
Financial Partners Group (Kansas)
Kansas
$285K -$3.74K -84 -1%
LIA
2378
LBMC Investment Advisors
Tennessee
$285K -$267 -6 -0.1%
PMFA
2379
Plante Moran Financial Advisors
Michigan
$285K -$223 -5 -0.1%
RWP
2380
Revolve Wealth Partners
New Jersey
$285K +$33K +740 +11%
WAM
2381
Weinberger Asset Management
California
$284K -$89.7K -2,015 -21%
SFS
2382
Strategic Financial Services
New York
$284K -$787K -17,667 -70%
OLA
2383
Oliver Luxxe Assets
New Jersey
$284K +$2.94K +66 +0.9%
GCAC
2384
Guardian Capital Advisors (Canada)
Ontario, Canada
$283K -$17.8K -400 -5%
JC
2385
Jentner Corp
Ohio
$283K -$7.75K -174 -2%
PS
2386
Planned Solutions
California
$283K – – –
GAA
2387
Global Assets Advisory
Florida
$283K +$338K +7,586 New
CWA
2388
Carolina Wealth Advisors
South Carolina
$282K – – –
CMP
2389
Coston McIsaac & Partners
Maine
$281K +$1.07K +24 +0.3%
TPWM
2390
Twelve Points Wealth Management
Massachusetts
$280K -$4.36K -98 -1%
CPA
2391
Capital Planning Advisors
California
$279K -$89.7K -2,014 -22%
SCM
2392
SOL Capital Management
Maryland
$279K -$10K -225 -3%
WGAM
2393
Wilkinson Global Asset Management
New York
$278K -$231K -5,180 -41%
EP
2394
EPIQ Partners
Minnesota
$278K -$44.5K -1,000 -12%
HWM
2395
Hohimer Wealth Management
Washington
$278K – – –
AI
2396
Accredited Investors
Minnesota
$277K -$68.2K -1,531 -17%
PIM
2397
Profit Investment Management
Maryland
$276K -$30.3K -680 -9%
CCA
2398
Column Capital Advisors
Indiana
$276K +$356 +8 +0.1%
DLCIG
2399
D.L. Carlson Investment Group
New Hampshire
$275K -$60.1K -1,350 -16%
VAM
2400
Verity Asset Management
North Carolina
$275K +$322K +7,233 New
94 95
96
97 98