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Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
851
Koss-Olinger Consulting
Florida
$307K +$40.9K +3,073 +17%
TAIM
852
Te Ahumairangi Investment Management
New Zealand
$306K -$651K -49,000 -70%
SCM
853
Stevens Capital Management
Pennsylvania
$306K -$524K -39,444 -66%
GVAG
854
Great Valley Advisor Group
Delaware
$303K +$63.9K +4,808 +30%
SIS
855
Sound Income Strategies
Florida
$303K +$177K +13,349 +189%
BFA
856
Beacon Financial Advisory
Ohio
$302K +$1.55K +117 +0.6%
ACM
857
Alta Capital Management
Utah
$299K – – –
FMLI
858
Fukoku Mutual Life Insurance
Japan
$299K – – –
TCBWMS
859
Texas Capital Bank Wealth Management Services
Texas
$299K – – –
WAG
860
Winthrop Advisory Group
Massachusetts
$297K -$290K -21,807 -52%
HCM
861
Hodges Capital Management
Texas
$297K +$99.7K +7,500 +60%
PSUF
862
People's United Financial
Connecticut
$295K +$80.9K +6,086 +44%
CFA
863
Carroll Financial Associates
North Carolina
$293K -$31.1K -2,341 -11%
MLFP
864
MPS Loria Financial Planners
Illinois
$293K +$13 +1 +0%
MVA
865
Mount Vernon Associates
Maryland
$292K – – –
GFP
866
Gryphon Financial Partners
Ohio
$290K +$6.3K +474 +2%
LW
867
Linscomb Wealth
Texas
$290K +$21.2K +1,591 +9%
PFPT
868
Pinnacle Financial Partners (Tennessee)
Tennessee
$289K +$4.77K +359 +2%
PWA
869
Pinnacle Wealth Advisors
Tennessee
$289K +$259K +19,461 New
BHBT
870
Burke & Herbert Bank & Trust
Virginia
$288K – – –
MWM
871
Minot Wealth Management
Massachusetts
$288K +$265K +19,968 New
ALAM
872
Asahi Life Asset Management
Japan
$287K -$286K -21,480 -53%
9WM
873
9258 Wealth Management
Ohio
$287K – – –
FA
874
Faithward Advisors
Pennsylvania
$287K +$27 +2 +0%
AW
875
ACG Wealth
Georgia
$287K +$22.7K +1,710 +10%
33 34
35
36 37