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Name Holding Trade Value Shares
Change 		Change in
Stake
SJL
2751
Shayne & Jacobs LLC
Tennessee
$390K +$50.7K +314 +16%
SNBOSCI
2752
Security National Bank of Sioux City Iowa
Iowa
$390K – – –
CA
2753
Crane Advisory
California
$390K +$378K +2,338 New
JBA
2754
Johnson Bixby & Associates
Washington
$390K -$21.6K -134 -5%
KA
2755
Kure Advisory
Minnesota
$388K +$372K +2,302 New
IW
2756
Instrumental Wealth
Florida
$388K +$56.2K +348 +18%
SCA
2757
Southern Capital Advisors
Tennessee
$387K -$8.4K -52 -2%
MHWM
2758
Montz Harcus Wealth Management
Louisiana
$387K +$969 +6 +0.3%
KOMWMG
2759
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$386K -$5.82K -36 -2%
PIM
2760
Provident Investment Management
Michigan
$385K +$969 +6 +0.3%
BC
2761
Bowman & Company
Wisconsin
$384K – – –
SFG
2762
Socha Financial Group
New York
$384K – – –
LA
2763
Lakeside Advisors
Washington
$383K – – –
MAC
2764
Mason & Associates (California)
California
$382K – – –
FSA
2765
Financial Security Advisor
Virginia
$382K +$366K +2,263 New
WIC
2766
Wilkins Investment Counsel
Massachusetts
$381K -$24.2K -150 -6%
BSSFA
2767
Baron Silver Stevens Financial Advisors
Florida
$381K +$59.8K +370 +20%
PEA
2768
Park Edge Advisors
Ohio
$380K +$29.4K +182 +9%
GSIAS
2769
Garden State Investment Advisory Services
New Jersey
$380K +$17K +105 +5%
GM
2770
GeoWealth Management
Illinois
$379K +$3.88K +24 +1%
AFC
2771
AFT Forsyth & Company
Florida
$378K – – –
STB
2772
S&T Bank
Pennsylvania
$378K +$32.3K +200 +10%
FWP
2773
Falcon Wealth Planning
California
$378K -$25.2K -156 -7%
SC
2774
Solstein Capital
California
$378K – – –
TAS
2775
TIFF Advisory Services
Pennsylvania
$377K -$655K -4,056 -64%
109 110
111
112 113