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Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
3451
Integral Investment Advisors
California
$904K +$108K +803 +13%
CCP
3452
Carmel Capital Partners
California
$902K +$265K +1,979 +39%
SGWM
3453
Sterling Group Wealth Management
California
$902K – – –
LC
3454
Landaas & Company
Wisconsin
$900K +$18.8K +140 +2%
TIM
3455
Total Investment Management
Arizona
$899K +$37.9K +283 +4%
PCM
3456
Palouse Capital Management
Washington
$899K +$4.15K +31 +0.4%
HI
3457
Hudock Inc
Pennsylvania
$899K +$44.1K +329 +5%
CCIA
3458
Campbell & Co Investment Adviser
Maryland
$898K +$947K +7,065 New
PK
3459
Pflug Koory
Nebraska
$898K -$67K -500 -7%
CI
3460
Ceera Investments
Texas
$895K – – –
GJIA
3461
Glass Jacobson Investment Advisors
Maryland
$893K +$8.04K +60 +0.9%
CMS
3462
Capital Market Strategies
Florida
$893K -$249K -1,862 -21%
MCIA
3463
Mountain Capital Investment Advisors
Colorado
$893K +$145K +1,082 +21%
YWM
3464
Yoder Wealth Management
California
$892K +$56.7K +423 +6%
ACM
3465
Arcataur Capital Management
Wisconsin
$890K – – –
BCM
3466
Brasada Capital Management
Texas
$890K – – –
EIG
3467
Ellenbecker Investment Group
Wisconsin
$888K -$50.9K -380 -5%
CA
3468
Carson Advisory
Georgia
$888K +$175K +1,309 +23%
HCA
3469
Horan Capital Advisors
Ohio
$887K +$217K +1,620 +30%
MFG
3470
Menard Financial Group
Texas
$885K +$231K +1,726 +33%
OWM
3471
OneAscent Wealth Management
Alabama
$882K +$930K +6,940 New
OPA
3472
Old Port Advisors
Maine
$881K +$929K +6,934 New
PC
3473
Port Capital
Illinois
$881K -$87.9K -656 -9%
DMBA
3474
Deseret Mutual Benefit Administrators
Utah
$880K -$54.8K -409 -6%
MPPLM
3475
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$879K +$68.1K +508 +8%
137 138
139
140 141