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Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
3301
Independent Wealth Network
Iowa
$394K -$82.8K -226 -16%
BLAM
3302
Bourne Lent Asset Management
New York
$392K -$73.3K -200 -15%
KIM
3303
Kestra Investment Management
Texas
$392K -$20.9K -57 -5%
AAMC
3304
Asset Allocation & Management Company
Illinois
$391K – – –
RWFS
3305
Rayburn West Financial Services
Tennessee
$390K +$415K +1,132 New
GC
3306
Gibson Capital
Pennsylvania
$388K -$33.7K -92 -8%
LWMM
3307
Legacy Wealth Management (Mississippi)
Mississippi
$388K +$153K +419 +59%
EWP
3308
Evergreen Wealth Partners
Montana
$388K +$412K +1,126 New
HPIA
3309
Hamilton Point Investment Advisors
North Carolina
$387K +$5.86K +16 +1%
NAMNJ
3310
NorthStar Asset Management (New Jersey)
New Jersey
$387K -$4.76K -13 -1%
CPIA
3311
Cornell Pochily Investment Advisors
New York
$387K +$366 +1 +0.1%
MWAM
3312
Manhattan West Asset Management
California
$386K -$8.79K -24 -2%
JBA
3313
Johnson Bixby & Associates
Washington
$386K – – –
CFSG
3314
Clark Financial Services Group
Missouri
$385K -$2.2K -6 -0.5%
TWM
3315
Tripletail Wealth Management
Florida
$385K -$54.2K -148 -12%
RF
3316
Rossby Financial
Florida
$384K +$31.9K +87 +8%
CH
3317
Canton Hathaway
Rhode Island
$384K – – –
WAG
3318
Wheelhouse Advisory Group
Missouri
$382K +$16.8K +46 +4%
CAM
3319
Cacti Asset Management
Georgia
$382K – – –
NWAG
3320
Net Worth Advisory Group
Utah
$382K +$407K +1,110 New
WHCI
3321
W.H. Cornerstone Investments
Massachusetts
$380K -$24.2K -66 -6%
GWWM
3322
Great Waters Wealth Management
Minnesota
$379K +$366 +1 +0.1%
LIA
3323
LifePlan Investment Advisors
North Carolina
$379K +$59.3K +162 +17%
FCC
3324
Flower City Capital
New York
$379K – – –
GCM
3325
GKV Capital Management
California
$379K – – –
131 132
133
134 135