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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2576
Strategic Investment Solutions
Illinois
$483K +$1.17K +7 +0.2%
WFC
2577
Western Financial Corp
California
$483K -$229K -1,368 -32%
RK
2578
Rather & Kittrell
Tennessee
$483K -$46.4K -277 -9%
ONST
2579
Old North State Trust
North Carolina
$480K -$501K -2,988 -50%
OWA
2580
Opal Wealth Advisors
New York
$479K +$138K +822 +39%
SB
2581
Sunflower Bank
Texas
$477K +$24.3K +145 +5%
HFM
2582
Hartford Funds Management
Pennsylvania
$474K +$92.4K +551 +23%
ICP
2583
Interchange Capital Partners
Pennsylvania
$473K +$167K +999 +53%
KW
2584
KWB Wealth
California
$472K +$141K +840 +47%
TC
2585
Trust Company
Kansas
$472K -$168 -1 -0%
YWM
2586
Yoder Wealth Management
California
$472K +$485K +2,890 New
EG
2587
Ellerson Group
Maryland
$471K -$79.1K -472 -14%
ACM
2588
AUA Capital Management
Pennsylvania
$470K – – –
FFG
2589
Frisch Financial Group
New York
$470K +$92.4K +551 +24%
MCM
2590
Morton Capital Management
California
$469K +$36.4K +217 +8%
BMD
2591
Better Money Decisions
New Mexico
$468K -$1.17K -7 -0.2%
PP
2592
Pacifica Partners
Canada
$467K -$503 -3 -0.1%
SIM
2593
SSI Investment Management
California
$465K -$124K -738 -21%
TI
2594
Truepoint Inc
Ohio
$464K +$168K +1,001 +54%
LFGO
2595
Legacy Financial Group (Oklahoma)
Oklahoma
$463K -$14.3K -85 -3%
CWM
2596
Campbell Wealth Management
Virginia
$463K -$1.51K -9 -0.3%
THWM
2597
Taylor Hoffman Wealth Management
Virginia
$463K +$77.5K +462 +19%
XS
2598
XR Securities
Illinois
$463K +$54.3K +324 +13%
SWA
2599
Sax Wealth Advisors
New Jersey
$462K – – –
LPIC
2600
LeJeune Puetz Investment Counsel
Michigan
$461K +$8.05K +48 +2%
102 103
104
105 106