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Name Holding Trade Value Shares
Change 		Change in
Stake
WIS
2851
Wright Investors Service
Connecticut
$595K -$1.33M -3,663 -67%
CFGW
2852
Chancellor Financial Group WB
Pennsylvania
$595K +$119K +326 +22%
OA
2853
Oxbow Advisors
Texas
$594K -$266K -731 -29%
GWA
2854
Gratus Wealth Advisors
Virginia
$594K +$11.3K +31 +2%
HF
2855
Holcombe Financial
Georgia
$593K -$64.5K -177 -9%
AFA
2856
AllGen Financial Advisors
Florida
$593K – – –
HP
2857
Holistic Planning
Texas
$592K -$7.29K -20 -1%
PAS
2858
Professional Advisory Services
Florida
$592K – – –
MAC
2859
Mason & Associates (California)
California
$591K -$64.1K -176 -9%
BCMLT
2860
Beacon Capital Management LLC (Tennessee)
Tennessee
$590K +$4.37K +12 +0.7%
EBA
2861
Eagle Bay Advisors
New York
$590K +$25.9K +71 +4%
TI
2862
Truepoint Inc
Ohio
$590K -$16.4K -45 -2%
TAM
2863
Tucker Asset Management
Colorado
$589K -$4.01K -11 -0.6%
LCM
2864
Lazari Capital Management
California
$587K -$55.4K -152 -8%
CG
2865
Clifford Group
Massachusetts
$587K +$110K +302 +20%
SWG
2866
Summit Wealth Group
Vermont
$585K +$729 +2 +0.1%
IAS
2867
Integrity Advisory Solutions
Texas
$584K +$199K +547 +45%
FFA
2868
Fi3 Financial Advisors
Indiana
$584K +$166K +456 +35%
V
2869
VeraBank
Texas
$583K -$53.2K -146 -8%
AT
2870
Avalon Trust
New Mexico
$583K +$112K +308 +21%
SOAM
2871
SBI Okasan Asset Management
Japan
$582K – – –
PR
2872
Payden & Rygel
California
$582K – – –
HIG
2873
Heritage Investment Group
Florida
$581K -$29.2K -80 -4%
SWIM
2874
Smallwood Wealth Investment Management
New Jersey
$581K – – –
KWM
2875
Kingsman Wealth Management
Florida
$580K +$37.5K +103 +6%
113 114
115
116 117