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Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
2801
CTC Alternative Strategies
Illinois
$212K -$700K -14,394 -78%
HB
2802
Horizon Bancorp
Indiana
$212K +$4.47K +92 +2%
WP
2803
WealthShield Partners
North Carolina
$212K -$1.67M -34,266 -90%
DWAM
2804
Duncan Williams Asset Management
Tennessee
$211K -$343K -7,052 -64%
HP
2805
HT Partners
Connecticut
$211K +$193K +3,966 New
LW
2806
Libra Wealth
California
$211K +$193K +3,966 New
RWRC
2807
R.W. Roge & Company
New York
$211K +$193K +3,966 New
BB
2808
Burford Brothers
Texas
$211K +$192K +3,958 New
MIG
2809
McGuire Investment Group
Rhode Island
$210K +$192K +3,946 New
GWM
2810
Gray Wealth Management
Maine
$210K +$192K +3,946 New
NWM
2811
Napa Wealth Management
California
$210K +$192K +3,941 New
RA
2812
Riverstone Advisors
Texas
$209K +$191K +3,933 New
BEW
2813
Burton Enright Welch
California
$209K +$191K +3,929 New
MCAI
2814
Members Capital Advisors Inc
Wisconsin
$209K – – –
LIA
2815
LifePlan Investment Advisors
North Carolina
$208K +$190K +3,915 New
HWP
2816
Heritage Wealth Partners
Ohio
$208K +$190K +3,913 New
OWM
2817
OneAscent Wealth Management
Alabama
$208K -$22K -452 -10%
WE
2818
Wealth Effects
Massachusetts
$208K +$190K +3,906 New
NFA
2819
Northwest Financial Advisors
Virginia
$208K +$190K +3,904 New
KWA
2820
Kellett Wealth Advisors
Ohio
$208K +$190K +3,901 New
NCTC
2821
New Covenant Trust Company
Indiana
$208K +$190K +3,915 New
CSB
2822
City State Bank
Iowa
$207K -$3.65K -75 -2%
BCM
2823
Brown Capital Management
Maryland
$206K +$189K +3,880 New
NIWA
2824
New Insight Wealth Advisors
California
$206K +$189K +3,878 New
FSWA
2825
Financial Synergies Wealth Advisors
Texas
$206K +$188K +3,870 New
111 112
113
114 115