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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2501
PSI Advisors
Florida
$2M +$536K +4,285 +30%
JDR
2502
Jay D. Rosenbaum
$2M +$238K +1,900 +11%
TWI
2503
Thomas White International
Illinois
$1.99M – – –
GTAM
2504
Global Trust Asset Management
Florida
$1.99M -$1.09M -8,730 -32%
GPA
2505
Garrison Point Advisors
California
$1.98M +$30K +240 +1%
OIS
2506
Okabena Investment Services
Minnesota
$1.97M +$155K +1,240 +7%
NED
2507
Nancy E. Dempze
$1.97M -$434K -3,465 -16%
HBCM
2508
Heron Bay Capital Management
Michigan
$1.97M +$234K +1,869 +11%
TTWM
2509
TCV Trust & Wealth Management
Virginia
$1.97M +$37.5K +300 +2%
GDP
2510
Great Diamond Partners
Maine
$1.97M +$46.9K +375 +2%
IWA
2511
IBEX Wealth Advisors
New Jersey
$1.97M -$3.8M -30,380 -62%
ACA
2512
Aspire Capital Advisors
Washington
$1.96M +$501K +4,002 +28%
SAS
2513
Sanford Advisory Services
Michigan
$1.96M -$40.3K -322 -2%
WDC
2514
Woodward Diversified Capital
California
$1.95M +$46.9K +375 +2%
MC
2515
Mount Capital
United Kingdom
$1.95M +$2.3M +18,400 New
BBNB
2516
Baker Boyer National Bank
Washington
$1.95M +$6.01K +48 +0.3%
CFFP
2517
Center for Financial Planning
Michigan
$1.95M -$40K -320 -2%
LIA
2518
LBMC Investment Advisors
Tennessee
$1.95M -$239K -1,910 -9%
MC
2519
Matisse Capital
Oregon
$1.95M -$93.7K -749 -4%
PIA
2520
Pinion Investment Advisors
Kansas
$1.95M +$173K +1,381 +8%
MCA
2521
MSH Capital Advisors
Arizona
$1.95M +$521K +4,167 +29%
RIS
2522
Retirement Income Solutions
Michigan
$1.94M -$75.1K -600 -3%
OPPTF
2523
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.94M -$1.03M -8,209 -31%
MFG
2524
MidWestOne Financial Group
Iowa
$1.94M +$176K +1,403 +8%
OF
2525
Outfitter Financial
Maine
$1.93M -$55.1K -440 -2%
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