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Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
1951
Trustmark National Bank Trust Department
Mississippi
$8.66M -$513K -2,813 -6%
SFG
1952
Seamount Financial Group
Colorado
$8.65M -$495K -2,715 -6%
JSW
1953
Journey Strategic Wealth
New Jersey
$8.65M +$2.96M +16,217 +54%
AC
1954
Addenda Capital
Quebec, Canada
$8.61M +$365 +2 +0%
TPI
1955
Trust Point Inc
Wisconsin
$8.59M +$42.5K +233 +0.5%
SSWM
1956
Strait & Sound Wealth Management
California
$8.56M -$189K -1,038 -2%
AO
1957
Advisor OS
Illinois
$8.56M +$73.5K +403 +0.9%
AFT
1958
Alpha Family Trust
California
$8.55M – – –
CAWM
1959
Capital Advisors Wealth Management
Washington
$8.55M +$81.4K +446 +1%
SW
1960
Simplicity Wealth
New Jersey
$8.55M -$48M -263,165 -85%
AAP
1961
Arax Advisory Partners
Colorado
$8.54M -$1.82K -10 -0%
WP
1962
WMS Partners
Maryland
$8.53M +$1.92M +10,524 +30%
TCOK
1963
Trust Company of Kansas
Kansas
$8.53M -$34.1K -187 -0.4%
CW
1964
CIC Wealth
Maryland
$8.52M -$122K -667 -1%
TWA
1965
TCI Wealth Advisors
Arizona
$8.51M +$215K +1,176 +3%
PFGIA
1966
Patriot Financial Group Insurance Agency
Massachusetts
$8.5M +$32.5K +178 +0.4%
ZIG
1967
Zullo Investment Group
Pennsylvania
$8.5M +$58.6K +321 +0.7%
GCM
1968
Gunderson Capital Management
South Carolina
$8.5M -$273K -1,498 -3%
MG
1969
Mather Group
Illinois
$8.48M -$6.87M -37,653 -45%
KFBMI
1970
Kentucky Farm Bureau Mutual Insurance
Kentucky
$8.48M – – –
BWS
1971
Buck Wealth Strategies
Colorado
$8.47M -$1.01M -5,543 -11%
PP
1972
PDS Planning
Ohio
$8.47M +$191K +1,045 +2%
HI
1973
Horizon Investments
North Carolina
$8.46M -$4.78M -26,203 -37%
GAA
1974
Guardian Asset Advisors
Pennsylvania
$8.45M +$154K +845 +2%
GP
1975
Greenline Partners
New York
$8.42M -$91.2K -500 -1%
77 78
79
80 81