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Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
3226
Arbor Trust Wealth Advisors
Michigan
$413K -$49.5K -152 -11%
RCA
3227
Rose Capital Advisors
Florida
$413K +$381K +1,171 New
CFSG
3228
Clark Financial Services Group
Missouri
$412K -$1.3K -4 -0.3%
EWA
3229
Emergent Wealth Advisors
New York
$411K +$47.8K +147 +13%
CTB
3230
Country Trust Bank
Illinois
$411K -$26K -80 -6%
MF
3231
Montis Financial
Massachusetts
$411K -$157K -483 -29%
BI
3232
Breachway Investments
Rhode Island
$411K -$90.8K -279 -19%
VFA
3233
Values First Advisors
Tennessee
$410K +$2.93K +9 +0.8%
DIM
3234
Delta Investment Management
California
$410K -$92.4K -284 -20%
WAG
3235
Wheelhouse Advisory Group
Missouri
$409K +$32.9K +101 +10%
FPB
3236
First PREMIER Bank
South Dakota
$408K +$56.3K +173 +18%
WIM
3237
Warwick Investment Management
Texas
$408K -$4.23K -13 -1%
NJIM
3238
Nabity-Jensen Investment Management
Nebraska
$407K -$1.63K -5 -0.4%
PP
3239
Pingora Partners
Wyoming
$407K – – –
VFP
3240
Verus Financial Partners
Virginia
$407K +$1.95K +6 +0.5%
CCM
3241
Copeland Capital Management
Pennsylvania
$407K -$130K -400 -26%
BGAI
3242
Bruce G. Allen Investments
Colorado
$407K -$7.48K -23 -2%
YWS
3243
Yarger Wealth Strategies
Ohio
$406K +$73.2K +225 +23%
AWA
3244
Arbor Wealth Advisors
Michigan
$406K – – –
OPW
3245
Oxler Private Wealth
New York
$406K -$38.1K -117 -9%
ABLA
3246
Alan B. Lancz & Associates
Ohio
$406K – – –
RFA
3247
Reyes Financial Architecture
California
$405K -$112K -343 -23%
ESC
3248
Eurizon SLJ Capital
$405K – – –
CG
3249
Clarus Group
Texas
$404K +$16.9K +52 +5%
LWMM
3250
Legacy Wealth Management (Mississippi)
Mississippi
$404K +$2.93K +9 +0.8%
128 129
130
131 132