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Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
951
Deseret Mutual Benefit Administrators
Utah
$353K -$270K -5,494 -45%
CW
952
CreativeOne Wealth
Kansas
$352K +$45.3K +921 +16%
FA
953
Fagan Associates
New York
$351K -$14.7K -300 -4%
FFA
954
First Foundation Advisors
California
$350K +$22.9K +465 +7%
CAM
955
Carret Asset Management
New York
$350K -$35.9K -731 -10%
LPT
956
Legacy Private Trust
Wisconsin
$350K -$6.34K -129 -2%
LFA
957
Legacy Financial Advisors
Kentucky
$349K +$7.08K +144 +2%
CBT
958
CoreFirst Bank & Trust
Kansas
$349K -$2.46K -50 -0.7%
HCM
959
Hengehold Capital Management
Ohio
$349K -$24.5K -498 -7%
CT
960
Colonial Trust
South Carolina
$348K -$75.9K -1,544 -19%
FWA
961
FSM Wealth Advisors
Ohio
$347K +$17.6K +358 +6%
CICI
962
Capital Investment Counsel Inc
North Carolina
$347K +$26.3K +536 +9%
IIC
963
Integrated Investment Consultants
Michigan
$347K +$8.36K +170 +3%
DI
964
Diligent Investors
California
$346K -$9.78K -199 -3%
CCG
965
Coastwise Capital Group
California
$345K +$325K +6,616 New
BCG
966
Breakwater Capital Group
New Jersey
$344K +$324K +6,599 New
FFN
967
Focus Financial Network
Minnesota
$343K -$3K -61 -0.9%
LA
968
Lynch & Associates
Indiana
$342K – – –
FHC
969
First Heartland Consultants
Missouri
$341K +$11.5K +233 +4%
HI
970
Horizon Investments
North Carolina
$339K -$1.55M -31,579 -79%
CWG
971
Cornerstone Wealth Group
North Carolina
$339K -$2.21K -45 -0.7%
SB
972
Sunflower Bank
Texas
$338K -$72.5K -1,475 -19%
CCWM
973
Cassaday & Co Wealth Management
Virginia
$338K +$318K +6,473 New
FC
974
Forte Capital
New York
$337K +$35.5K +722 +13%
GL
975
Graypoint LLC
New York
$337K +$317K +6,449 New
37 38
39
40 41