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Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
3326
Johnson Bixby & Associates
Washington
$458K – – –
OFS
3327
OneAscent Financial Services
Alabama
$458K +$3.17K +20 +0.7%
MSFP
3328
Mark Sheptoff Financial Planning
Connecticut
$455K -$396K -2,500 -46%
NS
3329
Newman & Schimel
Illinois
$449K -$50.7K -320 -10%
PWP
3330
Personal Wealth Partners
Minnesota
$449K -$15.9K -100 -3%
SL
3331
Salomon & Ludwin
Virginia
$449K +$184K +1,160 +67%
JGGDR
3332
JGP Global Gestao de Recursos
Brazil
$449K +$460K +2,900 New
MIC
3333
Meridian Investment Counsel
California
$446K -$15.9K -100 -3%
PCAP
3334
Pratt Collard Advisory Partners
New York
$446K – – –
HCM
3335
Hutchinson Capital Management
California
$446K +$3.17K +20 +0.7%
RRWA
3336
Rainey & Randall Wealth Advisors
Florida
$446K +$6.34K +40 +1%
AMG
3337
Advisors Management Group
Wisconsin
$443K +$3.17K +20 +0.7%
AFA
3338
Atlanta Financial Associates
Georgia
$440K – – –
LIG
3339
Lokken Investment Group
Delaware
$439K -$31.7K -200 -7%
RWP
3340
Ridgecrest Wealth Partners
California
$439K +$450K +2,840 New
KCM
3341
Kathmere Capital Management
Pennsylvania
$437K +$6.34K +40 +1%
MA
3342
MBA Advisors
Pennsylvania
$436K +$447K +2,820 New
CP
3343
Corbenic Partners
Pennsylvania
$433K +$41.2K +260 +10%
ICP
3344
Ironvine Capital Partners
Nebraska
$430K -$22.2K -140 -5%
KCA
3345
Karn Couzens & Associates
Connecticut
$430K – – –
HWM
3346
HighMark Wealth Management
Minnesota
$427K -$15.9K -100 -3%
LPIC
3347
LeJeune Puetz Investment Counsel
Michigan
$424K -$159K -1,000 -27%
HA
3348
Hamel Associates
New Jersey
$421K -$184K -1,160 -30%
TCB
3349
Texas Capital Bancshares
Texas
$421K -$63.4K -400 -13%
FDS
3350
First Dallas Securities
Texas
$421K – – –
132 133
134
135 136