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Name Holding Trade Value Shares
Change 		Change in
Stake
GF
2976
Gimbal Financial
Indiana
$408K – – –
FAG
2977
Fortitude Advisory Group
Washington
$407K -$479K -1,403 -54%
SFS
2978
Sharp Financial Services
Pennsylvania
$405K -$91.8K -269 -19%
HPIA
2979
Hamilton Point Investment Advisors
North Carolina
$404K +$7.5K +22 +2%
RA
2980
Ruggaard & Associates
Ohio
$403K +$57.6K +169 +17%
IFS
2981
Ifrah Financial Services
Arkansas
$403K -$39.6K -116 -9%
GIA
2982
Goodwin Investment Advisory
Georgia
$403K -$3.07K -9 -0.8%
RRCM
2983
Rappaport Reiches Capital Management
Illinois
$403K +$109K +321 +38%
GC
2984
Gibson Capital
Pennsylvania
$402K – – –
BA
2985
Bridgewater Associates
Connecticut
$402K +$398K +1,167 New
GWWM
2986
Great Waters Wealth Management
Minnesota
$400K +$31K +91 +9%
JBA
2987
Johnson Bixby & Associates
Washington
$400K -$6.82K -20 -2%
OW
2988
Olistico Wealth
Oklahoma
$399K -$834K -2,445 -68%
GIM
2989
Guild Investment Management
California
$399K +$31.7K +93 +9%
SCM
2990
Steele Capital Management
Iowa
$399K +$3.07K +9 +0.8%
SL
2991
Summitry LLC
California
$399K -$22.5K -66 -5%
IPWA
2992
International Private Wealth Advisors
California
$399K +$16.4K +48 +4%
GFG
2993
Goldstone Financial Group
Illinois
$398K +$179K +524 +83%
JGIA
2994
Jackson Grant Investment Advisers
Connecticut
$398K -$6.48K -19 -2%
CPL
2995
CAP Partners LLC
Tennessee
$397K +$2.39K +7 +0.6%
CASB
2996
Cape Ann Savings Bank
Massachusetts
$397K -$31.7K -93 -7%
AGA
2997
Arkos Global Advisors
Texas
$396K -$345K -1,012 -47%
GA
2998
Gateway Advisory
New Jersey
$396K +$91.1K +267 +30%
ACM
2999
Alethea Capital Management
Washington
$396K +$392K +1,149 New
CW
3000
Channel Wealth
California
$395K +$1.02K +3 +0.3%
118 119
120
121 122