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Name Holding Trade Value Shares
Change
Change in
Stake
CreativeOne Wealth
1026
CreativeOne Wealth
Kansas
$330K +$60.9K +1,082 +22%
SL
1027
Sentry LLC
Tennessee
$330K +$339K +6,018 New
CWA
1028
Centennial Wealth Advisory
Michigan
$330K +$70.3K +1,250 +26%
AWA
1029
Acorn Wealth Advisors
Michigan
$330K -$15.8K -280 -4%
IP
1030
Ignite Planners
California
$330K +$84.7K +1,505 +34%
CB
1031
Cadence Bank
Mississippi
$329K -$23.7K -421 -7%
SACTSONJ
1032
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$329K – – –
OWM
1033
OneAscent Wealth Management
Alabama
$327K -$2.93K -52 -0.9%
FAG
1034
Fortitude Advisory Group
Washington
$326K +$169 +3 +0.1%
DCM
1035
Dupont Capital Management
Delaware
$326K -$5.51K -98 -2%
ST
1036
Sabal Trust
Florida
$324K -$200K -3,563 -38%
LCS
1037
Levin Capital Strategies
New York
$322K – – –
SOS
1038
Silver Oak Securities
Tennessee
$322K +$9.06K +161 +3%
Forvis Mazars Wealth Advisors
1039
Forvis Mazars Wealth Advisors
Missouri
$322K -$58.6K -1,041 -15%
FIM
1040
Freedom Investment Management
Connecticut
$321K -$53.8K -956 -14%
BFC
1041
Bedel Financial Consulting
Indiana
$320K -$3.26K -58 -1%
Ingalls & Snyder LLC
1042
Ingalls & Snyder LLC
New York
$320K +$14.4K +256 +5%
TBNY
1043
Trustco Bank (New York)
New York
$317K -$56 -1 -0%
WAP
1044
Wealthcare Advisory Partners
Pennsylvania
$316K -$30.6K -544 -9%
CPA
1045
Court Place Advisors
Maryland
$315K – – –
NFA
1046
Northern Financial Advisors
Michigan
$314K +$41K +729 +15%
AMIM
1047
Aull & Monroe Investment Management
Alabama
$314K -$3.94K -70 -1%
WAM
1048
WNY Asset Management
New York
$314K +$5.63K +100 +2%
CAM
1049
Cozad Asset Management
Illinois
$313K – – –
FAM
1050
Formidable Asset Management
Ohio
$313K -$16K -285 -5%