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Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1301
HeadInvest LLC
Maine
$441K -$10.3K -100 -2%
SFP
1302
Sweet Financial Partners
Minnesota
$441K – – –
LG
1303
LaFleur & Godfrey
Michigan
$439K – – –
AWAG
1304
ARS Wealth Advisors Group
Florida
$438K -$20.6K -200 -4%
V
1305
VeraBank
Texas
$437K – – –
BCM
1306
Birmingham Capital Management
Alabama
$436K – – –
CT
1307
Coastline Trust
Rhode Island
$434K – – –
FNFDCM
1308
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$434K – – –
CIM
1309
Confluence Investment Management
Missouri
$434K +$71.7K +696 +17%
SPF
1310
Steven Patrick Farmer
$434K +$497K +4,827 New
CG
1311
Caprock Group
Idaho
$433K +$2.27K +22 +0.5%
CA
1312
CastleArk Alternatives
Illinois
$432K +$496K +4,810 New
HIP
1313
Harrell Investment Partners
Texas
$431K +$515 +5 +0.1%
WP
1314
WealthSource Partners
California
$431K +$16.3K +158 +3%
WCA
1315
Westover Capital Advisors
Delaware
$430K +$196K +1,900 +66%
FRA
1316
Front Row Advisors
California
$427K +$69.4K +674 +17%
AG
1317
AIA Group
Hong Kong
$426K -$1.13M -10,958 -70%
XT
1318
XTX Topco
Cayman Islands
$425K -$900K -8,737 -65%
TFF
1319
The Family Firm
Maryland
$425K +$1.03K +10 +0.2%
MIP
1320
Marietta Investment Partners
Wisconsin
$424K – – –
HWA
1321
HHM Wealth Advisors
Tennessee
$414K -$79.4K -771 -14%
CB
1322
Cadence Bank
Mississippi
$414K -$23.7K -230 -5%
SAI
1323
Systematic Alpha Investments
New Jersey
$414K – – –
MTC
1324
McDaniel Terry & Co
Texas
$413K -$88.8K -862 -16%
MCM
1325
McRae Capital Management
New Jersey
$413K +$21.1K +205 +5%
51 52
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