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Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2676
Avalon Trust
New Mexico
$434K +$451K +1,472 New
WMS
2677
Wealth Management Solutions
Pennsylvania
$434K +$11.7K +38 +3%
OA
2678
Operose Advisors
Wisconsin
$434K +$99.6K +325 +28%
RWS
2679
Resolute Wealth Strategies
Mississippi
$433K +$450K +1,468 New
PCH
2680
PGIM Custom Harvest
New Jersey
$433K +$1.53K +5 +0.3%
BCM
2681
Brainard Capital Management
Texas
$433K +$122K +398 +37%
CAC
2682
Core Alternative Capital
Georgia
$433K -$120K -390 -21%
V
2683
VeraBank
Texas
$432K – – –
ATWA
2684
Arbor Trust Wealth Advisors
Michigan
$429K +$59.8K +195 +16%
HS
2685
Horan Securities
United States
$429K -$59.8K -195 -12%
WBCM
2686
Wilson & Boucher Capital Management
California
$428K -$16.9K -55 -4%
IWA
2687
IVC Wealth Advisors
Pennsylvania
$427K +$4.6K +15 +1%
MCP
2688
Mirador Capital Partners
California
$426K -$97.8K -319 -18%
WW
2689
Westshore Wealth
California
$426K +$43.8K +143 +11%
SIM
2690
SSI Investment Management
California
$425K -$121K -394 -21%
WOSD
2691
WFA of San Diego
California
$424K -$138K -450 -24%
IF
2692
Insight Folios
North Carolina
$424K +$12.9K +42 +3%
SW
2693
Solidarity Wealth
Utah
$422K +$439K +1,431 New
MPW
2694
MGO Private Wealth
California
$422K -$11.3K -37 -3%
FFA
2695
Fi3 Financial Advisors
Indiana
$420K -$18.4K -60 -4%
HCM
2696
Hutchinson Capital Management
California
$418K +$3.68K +12 +0.9%
GFA
2697
Gallagher Fiduciary Advisors
Illinois
$417K +$433K +1,412 New
PCMK
2698
Paragon Capital Management (Kansas)
Kansas
$417K -$3.68K -12 -0.8%
LIG
2699
Lokken Investment Group
Delaware
$417K +$3.68K +12 +0.9%
GCM
2700
Gallacher Capital Management
Colorado
$416K -$290K -946 -40%
106 107
108
109 110