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Name Holding Trade Value Shares
Change 		Change in
Stake
IFU
1726
iSAM Funds (UK)
United Kingdom
$299K +$312K +2,840 New
WWP
1727
WR Wealth Planners
Missouri
$298K +$8.57K +78 +3%
QFA
1728
Quantum Financial Advisors
California
$297K -$23.5K -214 -7%
FIB
1729
First Interstate Bank
Montana
$296K +$33.9K +309 +12%
TSW
1730
Thompson Siegel & Walmsley
Virginia
$296K +$24.7K +225 +9%
SJL
1731
Shayne & Jacobs LLC
Tennessee
$296K – – –
APG
1732
Abacus Planning Group
South Carolina
$296K +$9.56K +87 +3%
IAM
1733
Ion Asset Management
Israel
$295K -$236K -2,146 -43%
CFD
1734
Creative Financial Designs
Indiana
$295K -$15.4K -140 -5%
EFG
1735
Everhart Financial Group
Ohio
$294K +$71.7K +653 +30%
PL
1736
Parthenon LLC
Kentucky
$294K +$98.8K +900 +47%
NRC
1737
New Republic Capital
North Carolina
$294K -$98.3K -895 -24%
AFT
1738
Alpha Family Trust
California
$294K – – –
SP
1739
Stonebrook Private
Michigan
$294K -$13.8K -126 -4%
PFG
1740
PAX Financial Group
Texas
$293K -$44.5K -405 -13%
LTI
1741
Laffer Tengler Investments
Tennessee
$293K – – –
BWM
1742
Baron Wealth Management
Michigan
$293K +$7.8K +71 +3%
WPP
1743
Whalerock Point Partners
Rhode Island
$293K +$54.9K +500 +22%
HWMG
1744
Hurlow Wealth Management Group
Indiana
$292K +$659 +6 +0.2%
ERIM
1745
Eagle Ridge Investment Management
Connecticut
$292K +$6.92K +63 +2%
RCG
1746
Regatta Capital Group
California
$291K +$4.94K +45 +2%
WA
1747
WBH Advisory
Maryland
$290K +$4.94K +45 +2%
FAM
1748
Formidable Asset Management
Ohio
$290K +$18.7K +170 +7%
BST
1749
Bath Savings Trust
Maine
$290K – – –
WP
1750
WMS Partners
Maryland
$289K +$109K +994 +57%
68 69
70
71 72