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Name Holding Trade Value Shares
Change 		Change in
Stake
S4W
1501
Solutions 4 Wealth
Texas
$428K +$431K +3,684 New
EP
1502
Edgestream Partners
New Jersey
$427K -$262K -2,241 -38%
BBA
1503
BLB&B Advisors
Pennsylvania
$427K -$4.56K -39 -1%
BCG
1504
Breakwater Capital Group
New Jersey
$426K +$50.3K +430 +12%
SIA
1505
Strategic Investment Advisors
Michigan
$426K -$31.4K -268 -7%
DSC
1506
Duncker Streett & Co
Missouri
$424K – – –
SFWA
1507
Summit Financial Wealth Advisors
Louisiana
$423K – – –
FMB
1508
Field & Main Bank
Kentucky
$422K -$7.6K -65 -2%
TWM
1509
Thrive Wealth Management
Pennsylvania
$422K -$6.67K -57 -2%
ST
1510
Smithfield Trust
Pennsylvania
$422K -$10.8K -92 -2%
SDWIA
1511
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$421K +$117 +1 +0%
MWC
1512
MBM Wealth Consultants
Missouri
$420K +$98.7K +844 +29%
WP
1513
WealthPLAN Partners
Nebraska
$420K -$8.07K -69 -2%
DI
1514
Diligent Investors
California
$420K +$46.8K +400 +12%
AIM
1515
Aigen Investment Management
New York
$419K +$12.2K +104 +3%
BG
1516
Bahl & Gaynor
Ohio
$419K -$4.68K -40 -1%
MFG
1517
Midwest Financial Group
Kansas
$418K +$6.2K +53 +1%
FI
1518
Fractal Investments
Connecticut
$418K – – –
JLBC
1519
J.L. Bainbridge & Co
Florida
$415K – – –
PP
1520
Patron Partners
Texas
$415K +$8.89K +76 +2%
CPW
1521
Crestmont Private Wealth
Texas
$414K -$7.37K -63 -2%
SVWAG
1522
Sound View Wealth Advisors Group
Georgia
$414K +$15.7K +134 +4%
SCA
1523
STALEY CAPITAL ADVISERS
Pennsylvania
$414K -$2.57K -22 -0.6%
AIA
1524
Angeles Investment Advisors
California
$414K +$15.8K +135 +4%
WA
1525
WBH Advisory
Maryland
$414K -$19.8K -169 -5%
59 60
61
62 63