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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
1701
True Wealth Design
Ohio
$340K +$283K +2,837 +716%
IC
1702
Iconiq Capital
California
$340K -$89.4K -896 -22%
WJA
1703
Willis Johnson & Associates
Texas
$338K +$64.3K +645 +25%
SDWIA
1704
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$337K +$100 +1 +0%
MCCA
1705
Mill Creek Capital Advisors
Pennsylvania
$337K -$17.8K -178 -5%
BFA
1706
Bill Few Associates
Pennsylvania
$335K -$12.7K -127 -4%
CNB
1707
Camden National Bank
Maine
$335K +$32.1K +322 +11%
MIC
1708
Meridian Investment Counsel
California
$335K – – –
BWM
1709
BCO Wealth Management
New Mexico
$335K – – –
DMBA
1710
Deseret Mutual Benefit Administrators
Utah
$334K +$11.8K +118 +4%
ASG
1711
Ariston Services Group
California
$333K -$140K -1,400 -31%
PFG
1712
PAX Financial Group
Texas
$332K +$29.2K +293 +10%
WAL
1713
W Advisors LLC
Tennessee
$332K +$30.5K +306 +11%
EFG
1714
Ethos Financial Group
Pennsylvania
$331K +$315K +3,154 New
APC
1715
Aspire Private Capital
North Carolina
$331K +$100 +1 +0%
PFWA
1716
Paces Ferry Wealth Advisors
Georgia
$331K -$26.5K -266 -8%
BIA
1717
Beacon Investment Advisors
Maryland
$331K +$299 +3 +0.1%
AIA
1718
Allied Investment Advisors
Montana
$330K +$314K +3,146 New
OFS
1719
Orrstown Financial Services
Pennsylvania
$330K -$19.7K -198 -6%
MSFS
1720
Main Street Financial Solutions
Pennsylvania
$329K -$25.6K -257 -8%
MPM
1721
Meritage Portfolio Management
Kansas
$328K – – –
WPC
1722
White Pine Capital
Minnesota
$328K – – –
RFM
1723
Royal Fund Management
Florida
$327K +$19.7K +198 +7%
FFO
1724
Fiduciary Family Office
Florida
$327K +$310K +3,112 New
CWM
1725
Cabot Wealth Management
Massachusetts
$326K – – –
67 68
69
70 71