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Name Holding Trade Value Shares
Change 		Change in
Stake
MKC
2576
M. Kraus & Co
Vermont
$862K – – –
DSN
2577
D. Scott Neal
Kentucky
$856K – – –
HL
2578
HeadInvest LLC
Maine
$856K -$352K -974 -29%
DWM
2579
Dogwood Wealth Management
Kansas
$854K +$56.8K +157 +7%
LA
2580
LexAurum Advisors
Kansas
$853K +$2.17K +6 +0.3%
SCA
2581
Strathmore Capital Advisors
North Carolina
$852K +$831K +2,297 New
OWA
2582
Opal Wealth Advisors
New York
$852K +$42.3K +117 +5%
MWA
2583
Medallion Wealth Advisors
Connecticut
$848K +$13.8K +38 +2%
KIG
2584
Kennedy Investment Group
New Jersey
$847K +$7.96K +22 +1%
WF
2585
Wayfinding Financial
Washington
$847K -$46.3K -128 -5%
FHC
2586
First Heartland Consultants
Missouri
$846K -$2.53K -7 -0.3%
TWA
2587
Talisman Wealth Advisors
New Jersey
$845K -$10.1K -28 -1%
GWM
2588
Gibbs Wealth Management
Georgia
$844K +$79.3K +219 +11%
AFA
2589
AllGen Financial Advisors
Florida
$844K – – –
PVM
2590
Palogic Value Management
Texas
$844K +$1.45K +4 +0.2%
CM
2591
Castleark Management
Illinois
$843K – – –
MPAM
2592
Murphy Pohlad Asset Management
Minnesota
$843K – – –
LKIM
2593
Lawson Kroeker Investment Management
Nebraska
$839K – – –
BOM
2594
Bank of Marin
California
$839K +$11.9K +33 +1%
PBF
2595
Petix & Botte Financial
California
$839K -$271K -750 -25%
VCM
2596
Virtue Capital Management
Tennessee
$838K -$593K -1,640 -42%
TIP
2597
Tandem Investment Partners
New Jersey
$837K +$83.2K +230 +11%
SFB
2598
STAR Financial Bank
Indiana
$836K -$2.17K -6 -0.3%
TP
2599
Tranquility Partners
Tennessee
$835K -$13K -36 -2%
PG
2600
Patten Group
Tennessee
$833K -$3.98K -11 -0.5%
102 103
104
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