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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2601
Claris Advisors
Missouri
$799K -$209 -2 -0%
WC
2602
Westerkirk Capital
$799K – – –
PP
2603
PDT Partners
New York
$799K +$711K +6,800 New
SMA
2604
Sage Mountain Advisors
Georgia
$798K +$26.9K +257 +4%
SFB
2605
STAR Financial Bank
Indiana
$798K +$75.7K +724 +12%
WAG
2606
Windsor Advisory Group
Ohio
$797K +$709K +6,784 New
MWM
2607
MinichMacGregor Wealth Management
New York
$796K +$290K +2,772 +69%
CA
2608
Cortland Associates
Missouri
$796K – – –
WP
2609
WealthPLAN Partners
Nebraska
$795K +$253K +2,422 +56%
RWI
2610
Red Wave Investments
Pennsylvania
$795K -$209K -1,996 -23%
AFA
2611
American Financial Advisors
Georgia
$795K +$1.99K +19 +0.3%
NAMP
2612
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$793K – – –
I
2613
InceptionR
California
$793K +$706K +6,753 New
CCWM
2614
Correct Capital Wealth Management
Missouri
$792K +$1.15K +11 +0.2%
BWS
2615
Broadway Wealth Solutions
Texas
$792K -$82.4K -788 -10%
BI
2616
Bolthouse Investments
California
$792K – – –
ABC
2617
Anchor Bay Capital
California
$792K +$675K +6,459 New
PA
2618
Planning Alternatives
Michigan
$791K +$120K +1,147 +21%
LGA
2619
Lebenthal Global Advisors
New York
$790K -$636K -6,078 -47%
OCM
2620
Orleans Capital Management
Louisiana
$790K +$704K +6,727 New
KF
2621
KKM Financial
Illinois
$789K -$123K -1,176 -15%
KCFA
2622
Key Client Fiduciary Advisors
New Jersey
$787K -$7.42K -71 -1%
PMFA
2623
Plante Moran Financial Advisors
Michigan
$787K -$19.6K -187 -3%
MHR
2624
Matthew Hamilton Rosenberg
$786K +$36.2K +346 +5%
MIP
2625
Marietta Investment Partners
Wisconsin
$783K – – –
103 104
105
106 107