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Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
2351
Evernest Financial Advisors
Indiana
$337K -$4.12K -21 -1%
BWM
2352
Birchcreek Wealth Management
Ohio
$337K – – –
MIM
2353
Macroview Investment Management
Maryland
$336K – – –
CP
2354
Castleview Partners
Texas
$336K +$10.8K +55 +4%
WPA
2355
West Paces Advisors
Georgia
$336K +$255K +1,300 +588%
PCM
2356
Palisade Capital Management
New Jersey
$336K -$73.3K -374 -20%
V
2357
VeraBank
Texas
$335K -$3.14K -16 -1%
ALC
2358
Alexander Labrunerie & Co
Missouri
$335K -$59.4K -303 -17%
MFWP
2359
Mosaic Family Wealth Partners
Missouri
$334K +$196 +1 +0.1%
KBG
2360
Kahn Brothers Group
New York
$334K +$296K +1,508 New
HAS
2361
Horizon Advisory Services
New York
$333K +$43.9K +224 +17%
CW
2362
Cook Wealth
North Carolina
$333K +$392 +2 +0.1%
LSA
2363
Lansing Street Advisors
Pennsylvania
$332K +$9.61K +49 +3%
PSP
2364
Pacific Sage Partners
Washington
$332K -$588 -3 -0.2%
RRCM
2365
Rappaport Reiches Capital Management
Illinois
$332K +$295K +1,502 New
SFMG
2366
Sage Financial Management Group
Virginia
$332K +$294K +1,500 New
KBFS
2367
Kohmann Bosshard Financial Services
Ohio
$332K +$19.8K +101 +7%
FFA
2368
Fortune Financial Advisors
Kansas
$332K -$10.6K -54 -3%
GWA
2369
Gibson Wealth Advisors
Texas
$332K – – –
IR
2370
IAT Reinsurance
New York
$332K – – –
LAM
2371
Lountzis Asset Management
Pennsylvania
$332K – – –
MAWCM
2372
Mine & Arao Wealth Creation & Management
California
$332K – – –
NSCM
2373
New South Capital Management
Tennessee
$332K – – –
SLG
2374
Stanley-Laman Group
Pennsylvania
$332K – – –
AWM
2375
Aprio Wealth Management
Georgia
$330K -$18.4K -94 -6%
93 94
95
96 97