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Name Holding Trade Value Shares
Change 		Change in
Stake
CBTWT
2076
Community Bank & Trust (Waco, Texas)
Texas
$243K -$45.2K -133 -16%
CA
2077
Claro Advisors
Massachusetts
$242K -$47.3K -139 -17%
KWM
2078
Keebeck Wealth Management
Illinois
$242K +$16.7K +49 +8%
CPC
2079
CFC Planning Company
Indiana
$241K +$235K +690 New
DWM
2080
Darwin Wealth Management
Florida
$241K +$18.7K +55 +9%
PAM
2081
Palisade Asset Management
Minnesota
$241K +$34.3K +101 +17%
LCM
2082
LVM Capital Management
Michigan
$241K -$3.4K -10 -1%
RFG
2083
Range Financial Group
Oregon
$241K +$7.48K +22 +3%
FFA
2084
Fi3 Financial Advisors
Indiana
$239K -$166K -489 -42%
AW
2085
Atlas Wealth
Ohio
$239K +$233K +684 New
NWM
2086
Nova Wealth Management
Florida
$239K +$11.9K +35 +5%
PFGIA
2087
Patriot Financial Group Insurance Agency
Massachusetts
$239K -$913K -2,684 -80%
CFS
2088
CRA Financial Services
New Jersey
$239K +$39.1K +115 +20%
TPW
2089
Transatlantique Private Wealth
New York
$239K -$368K -1,081 -60%
MCWA
2090
Meadow Creek Wealth Advisors
Georgia
$239K -$16.3K -48 -7%
DMBA
2091
Deseret Mutual Benefit Administrators
Utah
$239K +$19.4K +57 +9%
BWM
2092
BlackDiamond Wealth Management
New York
$239K -$14.3K -42 -4%
LA
2093
Lifeworks Advisors
Michigan
$238K -$17.7K -52 -7%
IWN
2094
Independent Wealth Network
Iowa
$238K +$6.46K +19 +3%
PFM
2095
Patton Fund Management
Texas
$237K +$26.9K +79 +13%
CWAF
2096
Core Wealth Advisors (Florida)
Florida
$237K -$178K -522 -44%
BBNB
2097
Baker Boyer National Bank
Washington
$237K +$29.6K +87 +15%
WAG
2098
Winthrop Advisory Group
Massachusetts
$236K -$27.2K -80 -11%
ACM
2099
Andina Capital Management
Utah
$236K +$30.9K +91 +16%
HKIMG
2100
Hutchens & Kramer Investment Management Group
Indiana
$236K -$5.44K -16 -2%
82 83
84
85 86