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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1101
Strategic Wealth Partners
Ohio
$324K -$102K -1,815 -27%
MPCG
1102
Matrix Private Capital Group
New York
$324K -$253K -4,518 -38%
IB
1103
Intrust Bank
Kansas
$324K -$78.5K -1,399 -16%
MCCP
1104
Mission Creek Capital Partners
California
$323K +$130K +2,324 +30%
PA
1105
Persium Advisors
Georgia
$323K +$403K +7,190 New
TFIPS
1106
Towarzystwo Funduszy Inwestycyjnych PZU SA
$321K – – –
KAS
1107
KPP Advisory Services
Kentucky
$320K -$101K -1,801 -20%
WFAG
1108
Wescott Financial Advisory Group
Pennsylvania
$319K +$5.78K +103 +1%
CST
1109
Charles Schwab Trust
Nevada
$317K -$116K -2,064 -23%
IWA
1110
Icon Wealth Advisors
Texas
$315K -$7.63K -136 -2%
KCFA
1111
Key Client Fiduciary Advisors
New Jersey
$314K -$10.2K -182 -3%
BW
1112
BXM Wealth
Colorado
$313K +$391K +6,973 New
A
1113
AlphaQuest
New York
$313K -$1.24M -22,156 -76%
BIC
1114
Beach Investment Counsel
Pennsylvania
$312K -$153K -2,734 -28%
GAM
1115
Grandview Asset Management
Pennsylvania
$311K +$389K +6,935 New
FHA
1116
First Horizon Advisors
Tennessee
$310K -$113K -2,022 -23%
CCB
1117
Country Club Bank
Missouri
$309K -$3.18M -56,622 -89%
TW
1118
TrinityPoint Wealth
Connecticut
$307K -$3.32M -59,103 -90%
RIA
1119
Regal Investment Advisors
Michigan
$306K -$171K -3,052 -31%
HKIM
1120
Hayek Kallen Investment Management
Alabama
$306K -$700K -12,484 -65%
BSA
1121
Bull Street Advisors
Georgia
$306K -$2.81K -50 -0.7%
PWP
1122
Prasad Wealth Partners
Ohio
$306K +$382K +6,814 New
KIM
1123
Kestra Investment Management
Texas
$306K +$77.6K +1,384 +26%
FNT
1124
First Nebraska Trust
Nebraska
$305K – – –
LC
1125
Lindbrook Capital
California
$304K +$13.9K +248 +4%
43 44
45
46 47