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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1851
Oxford Financial Group
Indiana
$689K +$14.5K +132 +2%
AHL
1852
Abel Hall LLC
Louisiana
$687K +$665K +6,041 New
VIPI
1853
Vista Investment Partners II
Indiana
$686K +$7.16K +65 +1%
TM
1854
TigerOak Management
New Mexico
$685K -$15.5K -141 -2%
HBT
1855
Heartland Bank & Trust
Illinois
$685K -$34.8K -316 -5%
CCM
1856
Cinctive Capital Management
New York
$684K +$662K +6,008 New
SWAG
1857
Spectrum Wealth Advisory Group
California
$683K -$6.17K -56 -0.9%
SIAG
1858
Safeguard Investment Advisory Group
California
$681K +$5.84K +53 +0.9%
SWM
1859
Silverlake Wealth Management
Vermont
$681K +$279K +2,536 +74%
CA
1860
Cornerstone Advisory
Maryland
$680K +$2.75K +25 +0.4%
MP
1861
McDonald Partners
Ohio
$674K -$391K -3,553 -37%
WCG
1862
Weaver Consulting Group
California
$674K -$80K -726 -11%
EWA
1863
Exencial Wealth Advisors
Oklahoma
$673K +$51.2K +465 +9%
HHRDM
1864
H&H Retirement Design & Management
Nevada
$671K +$6.17K +56 +0.9%
KCFA
1865
Key Client Fiduciary Advisors
New Jersey
$670K -$46.9K -426 -7%
OPW
1866
Oxler Private Wealth
New York
$670K -$17.4K -158 -3%
MFT
1867
Moisand Fitzgerald Tamayo
Florida
$669K -$96.6K -877 -13%
PB
1868
Pinnacle Bancorp
Nebraska
$669K +$9.8K +89 +2%
RDFA
1869
Ritter Daniher Financial Advisory
Ohio
$667K -$95.4K -866 -13%
MW
1870
MBL Wealth
North Carolina
$666K +$359K +3,260 +126%
BM
1871
Berman McAleer
Maryland
$664K +$65.9K +598 +11%
LCG
1872
Lakeshore Capital Group
Illinois
$664K +$18.3K +166 +3%
MFA
1873
Mayflower Financial Advisors
Massachusetts
$663K -$25.1K -228 -4%
ZBNA
1874
Zions Bancorporation, National Association
Utah
$662K +$272K +2,472 +74%
TFIPS
1875
Towarzystwo Funduszy Inwestycyjnych PZU SA
$661K – – –
73 74
75
76 77