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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
826
Guerra Pan Advisors
New Jersey
$268K – – –
SC
827
Savant Capital
Illinois
$267K +$33K +881 +12%
HWA
828
HCR Wealth Advisors
California
$265K – – –
FMWA
829
Forvis Mazars Wealth Advisors
Missouri
$264K +$18.4K +491 +6%
WAM
830
WNY Asset Management
New York
$264K +$311K +8,297 New
HBT
831
Heartland Bank & Trust
Illinois
$263K +$6.68K +178 +2%
AT
832
Arden Trust
Delaware
$263K +$89.3K +2,381 +40%
PNC
833
Park National Corp
Ohio
$262K -$103K -2,746 -25%
CAG
834
Csenge Advisory Group
Florida
$262K +$70.8K +1,888 +30%
IEFM
835
IQ EQ Fund Management
Ireland
$259K +$306K +8,150 New
OFG
836
Oxford Financial Group
Indiana
$258K +$36.1K +961 +13%
WWM
837
Western Wealth Management
Colorado
$257K -$320K -8,530 -51%
AWA
838
Aaron Wealth Advisors
Illinois
$255K -$14.8M -393,892 -98%
CA
839
CoreCap Advisors
Michigan
$254K -$13.1K -349 -4%
JEST
840
JTC Employer Solutions Trustee
Jersey
$254K – – –
RCWM
841
Royal Capital Wealth Management
Indiana
$254K – – –
PIA
842
Perennial Investment Advisors
California
$253K -$13.2K -351 -4%
IWM
843
IHT Wealth Management
Illinois
$253K -$5.82K -155 -2%
FLI
844
Family Legacy Inc
South Carolina
$252K +$24.9K +664 +9%
ACI
845
Alpha Cubed Investments
California
$250K -$1.13K -30 -0.4%
CWS
846
Confluence Wealth Services
Pennsylvania
$249K +$15.3K +408 +7%
JFGIW
847
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$248K -$6.79K -181 -2%
WAOI
848
Wealth Advisors of Iowa
Iowa
$247K – – –
OQS
849
Occudo Quantitative Strategies
Florida
$245K -$1.3M -34,700 -82%
LPIC
850
LeJeune Puetz Investment Counsel
Michigan
$245K +$11.3K +300 +4%
32 33
34
35 36