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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1751
JNBA Financial Advisors
Minnesota
$242K – – –
F
1752
F3Logic
Minnesota
$241K +$207K +1,267 New
GBS
1753
Gallagher Benefit Services
Illinois
$241K +$207K +1,267 New
SAM
1754
Steinberg Asset Management
New York
$241K +$207K +1,267 New
HFG
1755
Heron Financial Group
New York
$241K +$192K +1,176 New
GWA
1756
GGM Wealth Advisors
Maryland
$241K +$185K +1,131 New
RFN
1757
Redwood Financial Network
Ohio
$241K +$207K +1,263 New
BG
1758
Bahl & Gaynor
Ohio
$240K +$206K +1,262 New
AWMNH
1759
Arcadia Wealth Management (New Hampshire)
New Hampshire
$240K +$206K +1,262 New
STB
1760
S&T Bank
Pennsylvania
$240K +$206K +1,262 New
CTI
1761
Community Trust & Investment
Kentucky
$239K +$205K +1,255 New
EFG
1762
Ethos Financial Group
Pennsylvania
$239K +$205K +1,255 New
LCM
1763
LVM Capital Management
Michigan
$239K +$205K +1,255 New
AWS
1764
AJ Wealth Strategies
New York
$239K +$205K +1,256 New
WP
1765
WealthShield Partners
North Carolina
$239K +$205K +1,254 New
CW
1766
CIC Wealth
Maryland
$238K +$205K +1,251 New
FFS
1767
Founders Financial Securities
Maryland
$238K +$204K +1,250 New
CA
1768
Continuum Advisory
Idaho
$238K +$204K +1,249 New
GFP
1769
Gryphon Financial Partners
Ohio
$237K +$204K +1,246 New
TCM
1770
Towercrest Capital Management
Pennsylvania
$237K +$204K +1,245 New
AWC
1771
Abundance Wealth Counselors
Pennsylvania
$237K +$203K +1,243 New
TFCP
1772
Twin Focus Capital Partners
Massachusetts
$237K +$203K +1,242 New
LL
1773
LWMG LLC
Minnesota
$236K +$202K +1,238 New
RPCA
1774
Running Point Capital Advisors
California
$235K +$202K +1,236 New
PWM
1775
Purus Wealth Management
California
$235K +$202K +1,235 New
69 70
71
72 73