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Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
1551
Financial Advocates Investment Management
Washington
$957K -$66.1K -164 -8%
TIM
1552
Tevis Investment Management
Texas
$954K +$10.9K +27 +1%
TCOO
1553
Trust Company of Oklahoma
Oklahoma
$952K – – –
CWP
1554
Cyndeo Wealth Partners
Florida
$951K -$18.1K -45 -2%
KWM
1555
Kolinsky Wealth Management
New Jersey
$949K -$135K -335 -15%
BCM
1556
Boltwood Capital Management
California
$944K – – –
KNW
1557
Kesler Norman & Wride
Utah
$941K -$114K -282 -13%
JSW
1558
Journey Strategic Wealth
New Jersey
$940K -$72.1K -179 -9%
AFG
1559
Albion Financial Group
Utah
$939K -$16.1K -40 -2%
SC
1560
Shearwater Capital
Colorado
$939K – – –
CA
1561
Crewe Advisors
Utah
$937K -$92.7K -230 -11%
1SB
1562
1ST Source Bank
Indiana
$937K -$51.6K -128 -6%
CG
1563
CFO4Life Group
Texas
$936K +$771K +1,915 New
FCB
1564
First County Bank
Connecticut
$936K +$12.9K +32 +2%
BIP
1565
Blueprint Investment Partners
North Carolina
$936K +$383K +950 +99%
JWM
1566
JGP Wealth Management
Oregon
$932K -$34.2K -85 -4%
KFS
1567
Kurt F. Somerville
$931K -$8.06K -20 -1%
SFG
1568
StrategIQ Financial Group
Indiana
$930K +$39.5K +98 +5%
TCOT
1569
Trust Company of Toledo
Ohio
$929K -$32.6K -81 -4%
PGCM
1570
Prescott Group Capital Management
Oklahoma
$929K – – –
MCA
1571
Martin Capital Advisors
Texas
$927K +$22.6K +56 +3%
WAOTB
1572
Wealth Advisors of Tampa Bay
Florida
$924K – – –
TWM
1573
Thrive Wealth Management
Pennsylvania
$920K +$23.4K +58 +3%
ACIM
1574
Azimuth Capital Investment Management
Michigan
$915K +$2.01K +5 +0.3%
WP
1575
WealthSource Partners
California
$913K -$9.27K -23 -1%
61 62
63
64 65