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Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1901
BLB&B Advisors
Pennsylvania
$1.38M +$54.1K +156 +4%
SDWIA
1902
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.38M +$146K +420 +10%
XSC
1903
X-Square Capital
Puerto Rico
$1.37M +$41.6K +120 +3%
CIM
1904
CCLA Investment Management
United Kingdom
$1.37M – – –
VWMG
1905
Virginia Wealth Management Group
Virginia
$1.37M +$209K +602 +15%
TWM
1906
Titus Wealth Management
California
$1.37M -$131K -377 -8%
OPA
1907
Old Port Advisors
Maine
$1.37M -$37.8K -109 -2%
TH
1908
TCTC Holdings
Texas
$1.36M +$120K +346 +8%
CWM
1909
Cahaba Wealth Management
Georgia
$1.36M +$694 +2 +0%
CWM
1910
Cornerstone Wealth Management
Missouri
$1.36M -$424K -1,221 -21%
BWP
1911
Baldwin Wealth Partners
Massachusetts
$1.36M +$352K +1,015 +29%
LFP
1912
Leeward Financial Partners
Washington
$1.36M +$188K +543 +14%
AAMC
1913
Asset Allocation & Management Company
Illinois
$1.35M – – –
SFCL
1914
Strengthening Families & Communities LLC
Massachusetts
$1.35M +$49.3K +142 +3%
SJIM
1915
St. Johns Investment Management
Florida
$1.35M -$134K -387 -8%
MFG
1916
MidWestOne Financial Group
Iowa
$1.35M +$19.1K +55 +1%
CFA
1917
Cahill Financial Advisors
Minnesota
$1.35M -$145K -419 -9%
LOPW
1918
Live Oak Private Wealth
North Carolina
$1.35M -$17.7K -51 -1%
TF
1919
Trek Financial
Arizona
$1.34M +$297K +855 +24%
PIM
1920
Profit Investment Management
Maryland
$1.34M +$70.1K +202 +5%
CT
1921
Coastline Trust
Rhode Island
$1.33M +$26.4K +76 +2%
LWM
1922
Loveless Wealth Management
Montana
$1.33M -$10.4K -30 -0.7%
LF
1923
LifeSteps Financial
California
$1.33M -$7.63K -22 -0.5%
NC
1924
Northcape Capital
Australia
$1.33M -$474K -1,366 -24%
GG
1925
Golden Green
South Carolina
$1.33M +$696K +2,007 +83%
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