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Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
3326
Meridian Investment Counsel
California
$485K -$31.9K -200 -6%
PP
3327
PrairieView Partners
Minnesota
$485K – – –
NCG
3328
Newport Capital Group
New Jersey
$485K +$476K +2,980 New
JBA
3329
Johnson Bixby & Associates
Washington
$482K +$472K +2,960 New
OFS
3330
OneAscent Financial Services
Alabama
$479K -$731K -4,580 -61%
SDWMA
3331
Schneider Downs Wealth Management Advisors
Pennsylvania
$479K -$160K -1,000 -25%
AA
3332
Alesco Advisors
New York
$479K – – –
TFCP
3333
Twin Focus Capital Partners
Massachusetts
$479K +$115K +720 +32%
PFM
3334
Peak Financial Management
Massachusetts
$477K +$466K +2,920 New
ICP
3335
Ironvine Capital Partners
Nebraska
$476K -$134K -840 -22%
BA
3336
Ballew Advisors
Mississippi
$475K -$98.9K -620 -17%
VBFP
3337
Valtinson Bruner Financial Planning
Minnesota
$474K +$3.19K +20 +0.7%
RBC
3338
Roble Belko & Company
Pennsylvania
$473K +$3.19K +20 +0.7%
PL
3339
Parthenon LLC
Kentucky
$472K +$176K +1,100 +61%
BCM
3340
Bayesian Capital Management
New York
$472K +$463K +2,900 New
IWA
3341
IVC Wealth Advisors
Pennsylvania
$472K +$463K +2,900 New
PCAP
3342
Pratt Collard Advisory Partners
New York
$469K -$47.9K -300 -9%
WFA
3343
Wells Financial Advisors
Massachusetts
$469K +$460K +2,880 New
HWM
3344
HighMark Wealth Management
Minnesota
$466K -$31.9K -200 -7%
GWM
3345
Graybill Wealth Management
Illinois
$466K -$6.38K -40 -1%
HCM
3346
Hutchinson Capital Management
California
$466K – – –
AMG
3347
Advisors Management Group
Wisconsin
$463K +$6.38K +40 +1%
HIS
3348
Horizon Investment Services
Indiana
$462K -$9.57K -60 -2%
RRWA
3349
Rainey & Randall Wealth Advisors
Florida
$462K – – –
ARS
3350
Adirondack Retirement Specialists
New York
$462K +$453K +2,840 New
132 133
134
135 136