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Name Holding Trade Value Shares
Change 		Change in
Stake
CTI
2601
Community Trust & Investment
Kentucky
$808K +$33.6K +321 +5%
TNA
2602
True North Advisors
Texas
$808K -$32.2K -308 -4%
ML
2603
Mayport LLC
Massachusetts
$808K -$7.95K -76 -1%
SSWM
2604
Strait & Sound Wealth Management
California
$808K +$92.6K +885 +15%
RIM
2605
Reliant Investment Management
Tennessee
$808K -$31.4K -300 -4%
PWP
2606
Ponta Wealth Partners
Florida
$808K +$84K +803 +13%
IFS
2607
Ifrah Financial Services
Arkansas
$808K -$7.42K -71 -1%
MC
2608
Miramontes Capital
California
$807K +$5.44K +52 +0.8%
BC
2609
Brio Consultants
California
$807K +$346K +3,310 +93%
EWM
2610
Elite Wealth Management
Washington
$806K +$718K +6,866 New
PAW
2611
Plan A Wealth
Nebraska
$805K +$15.7K +150 +2%
SEP
2612
Signature Equity Partners
Ohio
$803K -$27.2K -260 -4%
UB
2613
Umpqua Bank
Oregon
$803K +$3.66K +35 +0.5%
CW
2614
Curio Wealth
Maryland
$800K – – –
TDC
2615
Thompson Davis & Co
Virginia
$799K +$10.1K +97 +1%
CA
2616
Claris Advisors
Missouri
$799K -$209 -2 -0%
WC
2617
Westerkirk Capital
$799K – – –
PP
2618
PDT Partners
New York
$799K +$711K +6,800 New
SMA
2619
Sage Mountain Advisors
Georgia
$798K +$26.9K +257 +4%
SFB
2620
STAR Financial Bank
Indiana
$798K +$75.7K +724 +12%
WAG
2621
Windsor Advisory Group
Ohio
$797K +$709K +6,784 New
MWM
2622
MinichMacGregor Wealth Management
New York
$796K +$290K +2,772 +69%
CA
2623
Cortland Associates
Missouri
$796K – – –
WP
2624
WealthPLAN Partners
Nebraska
$795K +$253K +2,422 +56%
RWI
2625
Red Wave Investments
Pennsylvania
$795K -$209K -1,996 -23%
103 104
105
106 107