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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1251
Beaird Harris Wealth Management
Texas
$201K -$10.8K -566 -5%
PP
1252
Palladium Partners
Virginia
$201K -$5.04K -265 -2%
TC
1253
Titleist Capital
Texas
$200K +$225K +11,838 New
AA
1254
ALPS Advisors
Colorado
$199K -$69.7K -3,663 -24%
CAM
1255
Claret Asset Management
Quebec, Canada
$199K – – –
RA
1256
Rise Advisors
New York
$199K +$188K +9,906 +534%
LNB
1257
Ledyard National Bank
$199K +$223K +11,752 New
DCM
1258
Donaldson Capital Management
Indiana
$199K +$224K +11,787 New
AWA
1259
Alta Wealth Advisors
Massachusetts
$198K -$19K -998 -8%
BW
1260
Bison Wealth
Georgia
$197K -$59.6K -3,133 -21%
JHCP
1261
Jackson Hole Capital Partners
Oklahoma
$196K +$220K +11,578 New
PI
1262
PFS Investments
Georgia
$195K -$1.96M -103,249 -90%
RIS
1263
Retirement Income Solutions
Michigan
$195K -$33.1K -1,740 -13%
FLPIM
1264
F.L. Putnam Investment Management
Massachusetts
$195K -$9.66K -508 -4%
FPFS
1265
First Personal Financial Services
North Carolina
$195K +$3.8K +200 +2%
FMP
1266
Financial Management Professionals
Texas
$195K +$8.44K +444 +4%
PPW
1267
Pasadena Private Wealth
California
$195K +$219K +11,534 New
AA
1268
Addison Advisors
Vermont
$194K +$144K +7,589 +195%
NAS
1269
Nicolet Advisory Services
Wisconsin
$193K -$90.5K -4,760 -27%
LIA
1270
LBMC Investment Advisors
Tennessee
$193K +$437 +23 +0.2%
BWM
1271
BerganKDV Wealth Management
Minnesota
$193K +$11.6K +609 +6%
MHB
1272
Midwest Heritage Bank
Iowa
$193K +$28.2K +1,485 +15%
G
1273
Gainplan
Michigan
$193K +$217K +11,420 New
MF
1274
Manchester Financial
California
$192K -$52K -2,735 -19%
PCM
1275
Pennsylvania Capital Management
Pennsylvania
$192K +$215K +11,330 New
49 50
51
52 53