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Name Holding Trade Value Shares
Change 		Change in
Stake
CRA
2376
Clear Rock Advisors
Texas
$311K +$286K +496 New
UF
2377
Univest Financial
Pennsylvania
$311K – – –
LI
2378
Lafayette Investments
Maryland
$310K +$4.61K +8 +2%
OWA
2379
Outlook Wealth Advisors
Texas
$310K +$23.6K +41 +9%
AWM
2380
Aries Wealth Management
Maine
$309K -$17.3K -30 -5%
CFS
2381
Commonwealth Financial Services
West Virginia
$309K -$2.88K -5 -1%
LSA
2382
Lion Street Advisors
Texas
$308K -$10.4K -18 -3%
SWP
2383
Semus Wealth Partners
Florida
$308K +$47.3K +82 +19%
RS
2384
Rakuten Securities
Japan
$308K +$298K +516 New
WP
2385
WealthShield Partners
North Carolina
$307K -$39.8K -69 -12%
AWM
2386
Avior Wealth Management
Nebraska
$307K -$4.61K -8 -2%
NAG
2387
Northstar Advisory Group
New Jersey
$307K -$325K -564 -52%
TA
2388
TFG Advisers
Michigan
$306K +$24.8K +43 +9%
WDL
2389
Well Done LLC
Michigan
$305K +$55.4K +96 +23%
CC
2390
Courier Capital
New York
$304K -$57.7K -100 -16%
CAM
2391
Crestone Asset Management
Colorado
$304K – – –
ZIG
2392
Zuckerman Investment Group
Illinois
$304K – – –
CICC
2393
Capital Investment Counsel (Colorado)
Colorado
$304K +$294K +509 New
TCWA
2394
Turtle Creek Wealth Advisors
Texas
$304K +$294K +509 New
PCMF
2395
Private Capital Management (Florida)
Florida
$303K – – –
SFP
2396
Sandbox Financial Partners
Maryland
$302K +$51.9K +90 +22%
KA
2397
Kure Advisory
Minnesota
$302K -$6.34K -11 -2%
WCM
2398
Winthrop Capital Management
Indiana
$302K +$292K +506 New
VI
2399
VanderPol Investments
Michigan
$300K +$290K +503 New
I
2400
IMPACTfolio
Colorado
$299K -$9.23K -16 -3%
94 95
96
97 98