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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1276
Souders Financial Advisors
Ohio
$272K +$240K +4,018 New
ASG
1277
Ariston Services Group
California
$272K +$240K +4,018 New
SS
1278
SBI Securities
Japan
$272K -$20.5K -342 -8%
KFP
1279
KMG Fiduciary Partners
Ohio
$271K -$1.77M -29,658 -88%
GITFIT
1280
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$271K – – –
BWM
1281
BCS Wealth Management
Tennessee
$270K +$238K +3,978 New
NHT
1282
New Hampshire Trust
New Hampshire
$270K -$80.8K -1,350 -25%
AC
1283
Apella Capital
Connecticut
$269K +$230K +3,838 New
LSC
1284
Lesa Sroufe & Co
Washington
$269K +$237K +3,965 New
BHB
1285
Bank Hapoalim BM
Israel
$269K +$238K +3,975 New
FHC
1286
First Heartland Consultants
Missouri
$269K +$238K +3,969 New
KCM
1287
Kathmere Capital Management
Pennsylvania
$269K +$237K +3,967 New
OAS
1288
Optivise Advisory Services
Tennessee
$268K +$236K +3,951 New
AWAP
1289
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$266K +$235K +3,932 New
NLP
1290
Next Level Private
New York
$266K +$235K +3,928 New
HTHT
1291
Hemenway Trust Hemenway Trust
New Hampshire
$266K -$114K -1,900 -33%
TCM
1292
TT Capital Management
California
$264K -$7.06K -118 -3%
LIA
1293
Luken Investment Analytics
Tennessee
$263K -$23.5K -393 -9%
V
1294
VeraBank
Texas
$262K -$139K -2,326 -38%
FIB
1295
First Interstate Bank
Montana
$261K +$231K +3,854 New
LMKC
1296
L.M. Kohn & Company
Ohio
$261K -$123K -2,050 -35%
CC
1297
Callan Capital
California
$260K +$230K +3,844 New
LFA
1298
Legacy Financial Advisors
Kentucky
$260K +$230K +3,843 New
HFS
1299
Heritage Financial Services
Massachusetts
$259K +$229K +3,828 New
MWM
1300
Mission Wealth Management
California
$259K +$229K +3,822 New
50 51
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