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Name Holding Trade Value Shares
Change
Change in
Stake
JSA
751
Jacobson & Schmitt Advisors
Wisconsin
$233K – – –
MIC
752
Meridian Investment Counsel
California
$233K – – –
MCM
753
Monarch Capital Management
Indiana
$233K – – –
TFGT
754
TS Financial Group (TSFG)
Illinois
$233K – – –
PAM
755
Paradigm Asset Management
New York
$233K -$81.7K -800 -25%
VRS
756
Virginia Retirement Systems
Virginia
$233K +$245K +2,400 New
SWP
757
Strategic Wealth Partners
Ohio
$231K +$243K +2,380 New
SIA
758
Schechter Investment Advisors
Michigan
$230K +$22.5K +220 +10%
FAFN
759
First Affirmative Financial Network
Colorado
$229K -$8.58K -84 -3%
SAM
760
Strategy Asset Managers
California
$227K -$539K -5,280 -69%
WTC
761
WhitTier Trust Company
Nevada
$226K -$11K -108 -4%
SIM
762
Sentry Investment Management
Wisconsin
$226K – – –
LAS
763
LWM Advisory Services
Florida
$225K +$207K +2,032 New
OPS
764
Orion Portfolio Solutions
Nebraska
$224K +$236K +2,308 New
PHS
765
Pekin Hardy Strauss
Illinois
$223K +$4.08K +40 +2%
O
766
Ossiam
France
$223K +$234K +2,288 +19,067%
HT
767
Heritage Trust
Oklahoma
$221K -$59.6K -584 -20%
TPM
768
Triasima Portfolio Management
Quebec, Canada
$221K – – –
DY
769
Dowling & Yahnke
California
$220K +$817 +8 +0.4%
CAAS
770
Capital Asset Advisory Services
Michigan
$220K +$232K +2,268 New
CG
771
CFO4Life Group
Texas
$219K +$230K +2,256 New
WDA
772
Wendell David Associates
New Hampshire
$217K -$1.23K -12 -0.5%
TWA
773
TCI Wealth Advisors
Arizona
$217K +$3.68K +36 +2%
NAMP
774
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$217K +$229K +2,240 New
CRC
775
Curi RMB Capital
Illinois
$216K – – –