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Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
1726
WR Wealth Planners
Missouri
$298K +$8.57K +78 +3%
QFA
1727
Quantum Financial Advisors
California
$297K -$23.5K -214 -7%
FIB
1728
First Interstate Bank
Montana
$296K +$33.9K +309 +12%
TSW
1729
Thompson Siegel & Walmsley
Virginia
$296K +$24.7K +225 +9%
SJL
1730
Shayne & Jacobs LLC
Tennessee
$296K – – –
APG
1731
Abacus Planning Group
South Carolina
$296K +$9.56K +87 +3%
IAM
1732
Ion Asset Management
Israel
$295K -$236K -2,146 -43%
CFD
1733
Creative Financial Designs
Indiana
$295K -$15.4K -140 -5%
EFG
1734
Everhart Financial Group
Ohio
$294K +$71.7K +653 +30%
PL
1735
Parthenon LLC
Kentucky
$294K +$98.8K +900 +47%
NRC
1736
New Republic Capital
North Carolina
$294K -$98.3K -895 -24%
AFT
1737
Alpha Family Trust
California
$294K – – –
SP
1738
Stonebrook Private
Michigan
$294K -$13.8K -126 -4%
PFG
1739
PAX Financial Group
Texas
$293K -$44.5K -405 -13%
LTI
1740
Laffer Tengler Investments
Tennessee
$293K – – –
BWM
1741
Baron Wealth Management
Michigan
$293K +$7.8K +71 +3%
WPP
1742
Whalerock Point Partners
Rhode Island
$293K +$54.9K +500 +22%
HWMG
1743
Hurlow Wealth Management Group
Indiana
$292K +$659 +6 +0.2%
ERIM
1744
Eagle Ridge Investment Management
Connecticut
$292K +$6.92K +63 +2%
RCG
1745
Regatta Capital Group
California
$291K +$4.94K +45 +2%
WA
1746
WBH Advisory
Maryland
$290K +$4.94K +45 +2%
FAM
1747
Formidable Asset Management
Ohio
$290K +$18.7K +170 +7%
BST
1748
Bath Savings Trust
Maine
$290K – – –
WP
1749
WMS Partners
Maryland
$289K +$109K +994 +57%
PSCM
1750
Per Stirling Capital Management
Texas
$289K +$9.45K +86 +3%
68 69
70
71 72