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Name Holding Trade Value Shares
Change 		Change in
Stake
WMS
2676
Wealth Management Solutions
Pennsylvania
$434K +$11.7K +38 +3%
OA
2677
Operose Advisors
Wisconsin
$434K +$99.6K +325 +28%
RWS
2678
Resolute Wealth Strategies
Mississippi
$433K +$450K +1,468 New
PCH
2679
PGIM Custom Harvest
New Jersey
$433K +$1.53K +5 +0.3%
BCM
2680
Brainard Capital Management
Texas
$433K +$122K +398 +37%
CAC
2681
Core Alternative Capital
Georgia
$433K -$120K -390 -21%
V
2682
VeraBank
Texas
$432K – – –
ATWA
2683
Arbor Trust Wealth Advisors
Michigan
$429K +$59.8K +195 +16%
HS
2684
Horan Securities
United States
$429K -$59.8K -195 -12%
WBCM
2685
Wilson & Boucher Capital Management
California
$428K -$16.9K -55 -4%
IWA
2686
IVC Wealth Advisors
Pennsylvania
$427K +$4.6K +15 +1%
MCP
2687
Mirador Capital Partners
California
$426K -$97.8K -319 -18%
WW
2688
Westshore Wealth
California
$426K +$43.8K +143 +11%
SIM
2689
SSI Investment Management
California
$425K -$121K -394 -21%
WOSD
2690
WFA of San Diego
California
$424K -$138K -450 -24%
IF
2691
Insight Folios
North Carolina
$424K +$12.9K +42 +3%
SW
2692
Solidarity Wealth
Utah
$422K +$439K +1,431 New
MPW
2693
MGO Private Wealth
California
$422K -$11.3K -37 -3%
FFA
2694
Fi3 Financial Advisors
Indiana
$420K -$18.4K -60 -4%
HCM
2695
Hutchinson Capital Management
California
$418K +$3.68K +12 +0.9%
GFA
2696
Gallagher Fiduciary Advisors
Illinois
$417K +$433K +1,412 New
PCMK
2697
Paragon Capital Management (Kansas)
Kansas
$417K -$3.68K -12 -0.8%
LIG
2698
Lokken Investment Group
Delaware
$417K +$3.68K +12 +0.9%
GCM
2699
Gallacher Capital Management
Colorado
$416K -$290K -946 -40%
CCG
2700
Coastwise Capital Group
California
$416K +$68.4K +223 +19%
106 107
108
109 110