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Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
1001
Financial Advocates Investment Management
Washington
$535K +$108K +533 +29%
PCM
1002
Poehling Capital Management
Wisconsin
$534K -$655K -3,226 -58%
NW
1003
NewEdge Wealth
Pennsylvania
$534K +$58.9K +290 +14%
VCP
1004
Verus Capital Partners
Arizona
$533K -$17.3K -85 -4%
WSTAM
1005
Wilbanks Smith & Thomas Asset Management
Virginia
$533K -$40.4K -199 -8%
BLC
1006
Brown, Lisle/Cummings
Rhode Island
$532K – – –
1SB
1007
1ST Source Bank
Indiana
$531K -$23.3K -115 -5%
WC
1008
Westhampton Capital
North Carolina
$531K -$12.2K -60 -3%
ONB
1009
Old National Bancorp
Indiana
$529K -$58.1K -286 -11%
CW
1010
CreativeOne Wealth
Kansas
$529K +$31.5K +155 +7%
BAAM
1011
Baker Avenue Asset Management
California
$528K +$452K +2,226 +2,619%
FCB
1012
First Command Bank
Texas
$528K – – –
FCFS
1013
First Command Financial Services
Texas
$528K – – –
HA
1014
Herold Advisors
New York
$528K +$72.9K +359 +18%
GIA
1015
Gladstone Institutional Advisory
Florida
$527K +$85.9K +423 +22%
I
1016
IMPACTfolio
Colorado
$526K – – –
CIA
1017
Caerus Investment Advisors
Texas
$523K – – –
SBIA
1018
Sheaff Brock Investment Advisors
Indiana
$523K – – –
LFA
1019
Laraway Financial Advisors
Minnesota
$522K -$20.3K -100 -4%
FA
1020
Fortis Advisors
Pennsylvania
$521K – – –
PTC
1021
Private Trust Company
Ohio
$521K +$53K +261 +13%
SB
1022
Strategic Blueprint
Georgia
$519K -$53.4K -263 -10%
NHT
1023
New Hampshire Trust
New Hampshire
$515K -$16.4K -81 -3%
NRS
1024
Neville Rodie & Shaw
New York
$511K – – –
TIA
1025
Tiemann Investment Advisors
California
$509K +$39K +192 +9%
39 40
41
42 43