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Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
3001
Advantage Trust Company
Kansas
$254K -$78.5K -300 -25%
CCM
3002
Consolidated Capital Management
California
$254K – – –
FB
3003
Finward Bancorp
Indiana
$254K – – –
FIBT
3004
First International Bank & Trust
North Dakota
$253K -$262 -1 -0.1%
QP
3005
Quilter Plc
United Kingdom
$253K – – –
FS
3006
Ferguson Shapiro
Georgia
$252K – – –
FA
3007
Fermata Advisors
California
$252K – – –
TPWA
3008
Twin Peaks Wealth Advisors
California
$251K -$27.7K -106 -11%
ACA
3009
Aspire Capital Advisors
Washington
$251K +$1.31K +5 +0.6%
MWM
3010
MinichMacGregor Wealth Management
New York
$251K -$170K -648 -42%
WHCFA
3011
William Howard & Co Financial Advisors
Tennessee
$250K – – –
CAM
3012
CPA Asset Management
Florida
$250K +$1.83K +7 +0.8%
BZWA
3013
Blue Zone Wealth Advisors
California
$248K – – –
TWM
3014
Topsail Wealth Management
North Carolina
$248K – – –
MLRA
3015
Main Line Retirement Advisors
Montana
$247K +$1.57K +6 +0.7%
PA
3016
PFW Advisors
Georgia
$247K +$31.7K +121 +16%
KWM
3017
KFG Wealth Management
Indiana
$247K -$26.4K -101 -10%
LWM
3018
LongView Wealth Management
Georgia
$247K – – –
FH
3019
Financial Harvest
Florida
$246K +$1.83K +7 +0.8%
EPW
3020
Evergreen Private Wealth
Colorado
$246K +$3.67K +14 +2%
NCTC
3021
New Covenant Trust Company
Indiana
$246K +$13.1K +50 +6%
NEPPG
3022
New England Professional Planning Group
Rhode Island
$246K -$41.4K -158 -15%
IWM
3023
Iams Wealth Management
Nebraska
$246K +$228K +870 New
MYLI
3024
Meiji Yasuda Life Insurance
Japan
$245K +$227K +869 New
HWM
3025
Hobbs Wealth Management
Indiana
$245K +$27K +103 +13%
119 120
121
122 123