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Name Holding Trade Value Shares
Change 		Change in
Stake
ATI
1801
ARK & TLK Investments
Oklahoma
$249K -$37.6K -398 -13%
TAM
1802
Townsend Asset Management
North Carolina
$249K -$25K -264 -9%
SDH
1803
Sloy Dahl & Holst
Washington
$249K – – –
HPM
1804
Hoxton Planning & Management
West Virginia
$249K +$249K +2,629 New
PCA
1805
Peddock Capital Advisors
Massachusetts
$248K +$95 +1 +0%
MAWA
1806
Moss Adams Wealth Advisors
Washington
$248K -$15.4K -163 -6%
MA
1807
MCF Advisors
Kentucky
$248K +$3.88K +41 +2%
LFS
1808
Legacy Financial Strategies
Kansas
$247K +$247K +2,615 New
NA
1809
Nordwand Advisors
Pennsylvania
$247K – – –
ODIJL
1810
One Day In July LLC
Vermont
$247K +$1.32K +14 +0.5%
TAM
1811
Tucker Asset Management
Colorado
$247K +$9.17K +97 +4%
ABWM
1812
Alpine Bank Wealth Management
Colorado
$247K – – –
CC
1813
Cypress Capital
Tennessee
$246K -$6.62K -70 -3%
PSP
1814
Principal Street Partners
Tennessee
$246K -$239K -2,523 -49%
FA
1815
Fiducient Advisors
Illinois
$246K +$246K +2,600 New
CPIA
1816
Cornell Pochily Investment Advisors
New York
$245K +$3.59K +38 +1%
CA
1817
Capital Advantage
California
$245K +$473 +5 +0.2%
OWM
1818
OneAscent Wealth Management
Alabama
$244K -$2.84K -30 -1%
OFS
1819
Orrstown Financial Services
Pennsylvania
$244K -$17.1K -181 -7%
WCA
1820
Westover Capital Advisors
Delaware
$244K -$1.89K -20 -0.8%
FNBSF
1821
First National Bank Sioux Falls
South Dakota
$243K – – –
PFM
1822
Phillips Financial Management
Indiana
$243K +$243K +2,569 New
BA
1823
Bridgewater Advisors
New York
$242K +$8.7K +92 +3%
MIM
1824
MTM Investment Management
South Carolina
$242K -$24.1K -255 -9%
MCWA
1825
Meadow Creek Wealth Advisors
Georgia
$241K +$42.1K +445 +19%
71 72
73
74 75