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Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
1301
Miracle Mile Advisors
California
$157K -$4.17M -78,144 -95%
SYBT
1302
Stock Yards Bank & Trust
Kentucky
$157K -$134K -2,511 -39%
LWANC
1303
Laurel Wealth Advisors (North Carolina)
North Carolina
$157K +$12.1K +226 +6%
WG
1304
Welch Group
Alabama
$157K +$110K +2,055 +107%
FPCG
1305
Fort Pitt Capital Group
Pennsylvania
$157K +$212K +3,980 New
SC
1306
SouthState Corp
Florida
$156K -$38.5K -723 -15%
FDCC
1307
Foster Dykema Cabot & Co
Massachusetts
$156K -$3.73K -70 -2%
LWM
1308
Loveless Wealth Management
Montana
$156K -$533 -10 -0.3%
MPWT
1309
MassMutual Private Wealth & Trust
Connecticut
$155K -$14.3K -269 -6%
MCA
1310
Mercer Capital Advisers
New Jersey
$155K +$20.3K +381 +11%
CAM
1311
Close Asset Management
United Kingdom
$154K -$27.5K -515 -12%
NFG
1312
Nadler Financial Group
Illinois
$154K +$3.95K +74 +2%
CYG
1313
Clean Yield Group
Vermont
$153K -$125K -2,339 -38%
IC
1314
Intersect Capital
California
$153K +$38.7K +726 +23%
AC
1315
Apella Capital
Connecticut
$153K +$207K +3,874 New
AWS
1316
Arkfeld Wealth Strategies
Nebraska
$153K +$207K +3,878 New
WQ
1317
Wealth Quarterback
New Jersey
$152K -$410K -7,697 -65%
VAS
1318
Valicenti Advisory Services
New York
$152K – – –
BWP
1319
Bernardo Wealth Planning
Pennsylvania
$152K +$67.8K +1,271 +49%
VFM
1320
Vivid Financial Management
California
$151K -$264K -4,954 -57%
FCM
1321
Firestone Capital Management
Florida
$151K – – –
WA
1322
Wealth Architects
California
$151K +$3.79K +71 +2%
EPWM
1323
Essex Private Wealth Management
Massachusetts
$151K +$18.2K +342 +10%
SIAS
1324
Shine Investment Advisory Services
Colorado
$150K -$64.4K -1,208 -24%
LC
1325
Lindbrook Capital
California
$149K +$5.71K +107 +3%
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