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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2776
Sharp Financial Services
Pennsylvania
$339K – – –
FI
2777
Financial Insights
Washington
$339K +$1.23K +20 +0.4%
WCM
2778
Warburton Capital Management
Oklahoma
$339K +$5.71K +93 +2%
WFAG
2779
Worth Financial Advisory Group
North Carolina
$339K +$9.03K +147 +3%
CFO
2780
Custos Family Office
Texas
$339K +$49.3K +802 +20%
FIBT
2781
First International Bank & Trust
North Dakota
$337K – – –
SXL
2782
Summit X LLC
Missouri
$336K +$5.47K +89 +2%
AIP
2783
Almanack Investment Partners
Pennsylvania
$336K -$1.91K -31 -0.6%
RIM
2784
RW Investment Management
Idaho
$336K +$88K +1,432 +42%
LWMM
2785
Legacy Wealth Management (Mississippi)
Mississippi
$335K -$1.66K -27 -0.6%
GCP
2786
Gill Capital Partners
Colorado
$335K +$61 +1 +0%
ACM
2787
AUA Capital Management
Pennsylvania
$333K – – –
CFGW
2788
Chancellor Financial Group WB
Pennsylvania
$333K +$21.8K +355 +8%
EPIMS
2789
Evelyn Partners Investment Management Services
$333K -$136K -2,220 -32%
RFA
2790
Resurgent Financial Advisors
Georgia
$333K +$61 +1 +0%
CA
2791
Carson Advisory
Georgia
$331K -$40.6K -660 -12%
AHL
2792
Abel Hall LLC
Louisiana
$331K +$69.3K +1,128 +31%
MCA
2793
Magnolia Capital Advisors
Mississippi
$330K -$78.2K -1,272 -21%
WP
2794
Westmount Partners
California
$330K +$307 +5 +0.1%
ACM
2795
Argent Capital Management
Missouri
$330K – – –
FBC
2796
Fairfield, Bush & Co
Connecticut
$330K – – –
KLCM
2797
KG&L Capital Management
Louisiana
$329K -$983 -16 -0.3%
MWM
2798
Marietta Wealth Management
Georgia
$329K – – –
SIC
2799
Sigma Investment Counselors
Michigan
$329K -$3.87K -63 -1%
RFN
2800
Redwood Financial Network
Ohio
$328K -$2.46K -40 -0.8%
110 111
112
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