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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1376
Parsec Financial Management
North Carolina
$440K -$106K -970 -18%
AWA
1377
Aaron Wealth Advisors
Illinois
$439K -$70.5K -644 -13%
MPW
1378
Monterey Private Wealth
California
$439K +$8.54K +78 +2%
RIA
1379
Realta Investment Advisors
Delaware
$439K -$20.8K -190 -4%
OPWM
1380
Oakwell Private Wealth Management
Texas
$438K +$9.74K +89 +2%
CIA
1381
Choate Investment Advisors
Massachusetts
$435K – – –
MCCP
1382
Mission Creek Capital Partners
California
$434K -$144K -1,314 -23%
HCP
1383
Hexagon Capital Partners
Arkansas
$434K -$4.05K -37 -0.8%
CT
1384
Chicago Trust
Illinois
$433K – – –
V
1385
VeraBank
Texas
$432K -$27.4K -250 -5%
TAM
1386
Trillium Asset Management
Massachusetts
$432K – – –
RA
1387
RFG Advisory
Alabama
$429K +$18.5K +169 +4%
LC
1388
Lindbrook Capital
California
$429K -$156K -1,423 -25%
SFO
1389
Stokes Family Office
Louisiana
$429K -$13.5K -123 -3%
RB
1390
Renasant Bank
Mississippi
$428K -$38.8K -355 -8%
WA
1391
Waverly Advisors
Alabama
$428K -$51K -466 -10%
DWM
1392
Defined Wealth Management
Oregon
$428K – – –
LA
1393
Legacy Advisors
Pennsylvania
$427K +$13.5K +123 +3%
NJBEST
1394
New Jersey Better Educational Savings Trust
New Jersey
$427K – – –
GGS
1395
Galvin Gaustad & Stein
Arizona
$425K +$76.6K +700 +20%
HL
1396
HeadInvest LLC
Maine
$425K – – –
CPA
1397
Cardiff Park Advisors
California
$425K +$4.05K +37 +0.9%
PC
1398
Port Capital
Illinois
$424K +$8.86K +81 +2%
FFA
1399
First Foundation Advisors
California
$424K -$10.5K -96 -2%
AC
1400
Allstate Corporation
Illinois
$423K -$6.38M -58,332 -93%
54 55
56
57 58