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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1801
MTM Investment Management
South Carolina
$305K – – –
TC
1802
Touchstone Capital
Pennsylvania
$305K – – –
NI
1803
NDVR Inc
Massachusetts
$304K +$28.5K +250 +12%
FTIS
1804
First Trust Investment Solutions
Florida
$304K +$272K +2,385 New
NCTC
1805
New Covenant Trust Company
Indiana
$304K +$272K +2,385 New
SWM
1806
Silverlake Wealth Management
Vermont
$304K -$1.6K -14 -0.6%
FA
1807
FF Advisors
California
$303K +$5.47K +48 +2%
NB
1808
Nicolet Bankshares
Wisconsin
$303K +$24.1K +211 +10%
KCM
1809
Kathmere Capital Management
Pennsylvania
$302K +$8.33K +73 +3%
CWM
1810
Centurion Wealth Management
Virginia
$301K -$25.3K -222 -9%
PWM
1811
Proathlete Wealth Management
Florida
$301K -$1.94K -17 -0.7%
KFGK
1812
Keystone Financial Group (Kentucky)
Kentucky
$300K +$269K +2,357 New
RFN
1813
RDA Financial Network
Iowa
$300K +$28.3K +248 +12%
TAM
1814
Tucker Asset Management
Colorado
$300K +$61.7K +541 +30%
PWW
1815
Pettyjohn Wood & White
Virginia
$299K -$4.56K -40 -2%
AIA
1816
Armor Investment Advisors
North Carolina
$299K -$42.7K -374 -14%
AW
1817
Avion Wealth
Texas
$299K -$15.7K -138 -6%
CIM
1818
Chiron Investment Management
New York
$299K +$268K +2,346 New
CPRC
1819
Consolidated Portfolio Review Corp
New York
$298K +$13.8K +121 +5%
SFS
1820
Strategic Financial Services
New York
$297K – – –
CF
1821
Clarity Financial
Texas
$297K -$31.4K -275 -11%
WI
1822
Wintrust Investments
Illinois
$297K -$40.3K -353 -13%
SC
1823
Schubert & Co
Texas
$297K -$4.22K -37 -2%
GP
1824
Girard Partners
Pennsylvania
$297K +$36.6K +321 +16%
EDRIA
1825
Edmonds Duncan Registered Investment Advisors
Kansas
$297K – – –
71 72
73
74 75