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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1926
Amplius Wealth Advisors
Pennsylvania
$224K +$202K +2,843 New
HIA
1927
Harbor Investment Advisory
Maryland
$224K -$4.41K -62 -2%
WIA
1928
World Investment Advisors
California
$224K +$202K +2,839 New
CWS
1929
Cypress Wealth Services
California
$224K -$37.6K -529 -16%
HB
1930
Horizon Bancorp
Indiana
$224K +$1.21K +17 +0.6%
BFG
1931
Berger Financial Group
Minnesota
$224K -$52.3K -735 -21%
CPIA
1932
Cornell Pochily Investment Advisors
New York
$223K +$201K +2,819 New
PSP
1933
Pacific Sage Partners
Washington
$222K +$200K +2,813 New
CDH
1934
Charles D. Hyman
$222K +$201K +2,818 New
FEM
1935
Fulcrum Equity Management
Texas
$222K +$200K +2,807 New
FMTC
1936
Farmers & Merchants Trust Company
California
$221K +$199K +2,802 New
BFA
1937
Beaumont Financial Advisors
Massachusetts
$219K +$198K +2,778 New
BTI
1938
Blue Trust Inc
Georgia
$219K -$20.4K -287 -8%
RMDI
1939
R.M. Davis Inc
Maine
$219K -$37.8K -531 -16%
FAN
1940
Financial Advisors Network
California
$218K +$197K +2,766 New
CCFP
1941
Charles Carroll Financial Partners
Massachusetts
$218K -$121K -1,700 -38%
RWMH
1942
Riverpoint Wealth Management Holdings
Illinois
$218K +$197K +2,763 New
CCFM
1943
Clear Creek Financial Management
Washington
$217K -$20.8K -292 -10%
CT
1944
Colonial Trust
South Carolina
$217K -$164K -2,304 -46%
ACIM
1945
Azimuth Capital Investment Management
Michigan
$217K -$42.2K -593 -18%
CFO
1946
Callan Family Office
Pennsylvania
$217K +$196K +2,749 New
LCM
1947
LVM Capital Management
Michigan
$217K +$195K +2,746 New
SDAM
1948
Shulman DeMeo Asset Management
New York
$217K +$196K +2,748 New
TNA
1949
True North Advisors
Texas
$216K -$13.8K -194 -7%
CSWG
1950
Cardinal Strategic Wealth Guidance
Kentucky
$216K -$57.6K -810 -23%
76 77
78
79 80