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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1276
Premier Path Wealth Partners
New Jersey
$239K +$231K +1,053 New
BI
1277
Ballast Inc
Kentucky
$239K – – –
WAM
1278
Walker Asset Management
Missouri
$239K -$9.42K -43 -4%
LIM
1279
Loudon Investment Management
New Hampshire
$239K +$10.9K +50 +5%
DP
1280
Denver PWM
Colorado
$238K – – –
CAM
1281
CenterStar Asset Management
Illinois
$238K +$229K +1,047 New
CAL
1282
Capital Advisors Ltd
Ohio
$237K +$3.5K +16 +2%
RCA
1283
Resonant Capital Advisors
Wisconsin
$237K +$227K +1,036 New
RYIA
1284
Roehl & Yi Investment Advisors
Oregon
$237K -$438 -2 -0.2%
FIA
1285
Foundations Investment Advisors
Arizona
$236K +$6.57K +30 +3%
PFM
1286
Patton Fund Management
Texas
$236K +$228K +1,040 New
GFP
1287
Gryphon Financial Partners
Ohio
$236K +$13.6K +62 +6%
OL
1288
Optas LLC
Texas
$235K +$227K +1,036 New
AAM
1289
Alphadyne Asset Management
New York
$235K +$227K +1,035 New
CPA
1290
Capital Performance Advisors
California
$235K +$226K +1,034 New
MPM
1291
MBB Public Markets
Illinois
$234K -$53.9K -246 -19%
PMAM
1292
Picton Mahoney Asset Management
Ontario, Canada
$234K -$71.2K -325 -24%
CAM
1293
Claret Asset Management
Quebec, Canada
$234K +$226K +1,030 New
LI
1294
LifeWealth Investments
Florida
$233K – – –
NAS
1295
Nicolet Advisory Services
Wisconsin
$233K -$150K -683 -39%
NCTC
1296
New Covenant Trust Company
Indiana
$233K – – –
PA
1297
PSI Advisors
Florida
$232K -$17.3K -79 -7%
RW
1298
Rede Wealth
Virginia
$231K +$1.31K +6 +0.6%
TPA
1299
Trivium Point Advisory
Connecticut
$231K -$6.35K -29 -3%
CCWM
1300
Cassaday & Co Wealth Management
Virginia
$230K +$12.9K +59 +6%
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