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Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
1251
Crescent Grove Advisors
Illinois
$267K +$48.9K +778 +21%
IC
1252
Inscription Capital
Texas
$267K +$285K +4,541 New
WAM
1253
WFA Asset Management
Wisconsin
$266K +$284K +4,522 New
ECM
1254
Exchange Capital Management
Michigan
$265K +$5.65K +90 +2%
B
1255
Bridgeworth
Alabama
$265K +$283K +4,505 New
TLP
1256
Trinity Legacy Partners
Texas
$264K – – –
AIM
1257
Aspen Investment Management
Michigan
$263K – – –
PCA
1258
Pallas Capital Advisors
Massachusetts
$263K +$275K +4,382 New
MBTD
1259
Mechanics Bank - Trust Department
California
$261K – – –
ONB
1260
Old National Bancorp
Indiana
$261K +$279K +4,435 New
WW
1261
Waterfront Wealth
Kansas
$260K +$277K +4,414 New
PWW
1262
Pettyjohn Wood & White
Virginia
$259K – – –
HS
1263
Horan Securities
United States
$259K +$276K +4,396 New
GA
1264
Greenspring Advisors
Maryland
$259K +$276K +4,401 New
FCFS
1265
First Command Financial Services
Texas
$258K -$41K -652 -13%
PWC
1266
PYA Waltman Capital
Tennessee
$258K – – –
TIM
1267
Total Investment Management
Arizona
$258K +$275K +4,375 New
FMTC
1268
Farmers & Merchants Trust Company
California
$256K -$314 -5 -0.1%
CWP
1269
Concord Wealth Partners
Virginia
$256K +$241K +3,841 +759%
VWA
1270
Visionary Wealth Advisors
Illinois
$255K -$37.1K -591 -12%
SP
1271
Successful Portfolios
Florida
$253K -$9.8K -156 -4%
SWK
1272
Stephen W. Kidder
$253K – – –
CA
1273
Cornerstone Advisory
Maryland
$252K +$269K +4,287 New
AC
1274
Apella Capital
Connecticut
$251K -$10.7K -170 -4%
MIM
1275
Montgomery Investment Management
Maryland
$251K – – –
49 50
51
52 53