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Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1551
Franklin Street Advisors
North Carolina
$853K – – –
PP
1552
PDT Partners
New York
$849K +$687K +16,900 New
WDG
1553
Wealth Dimensions Group
Ohio
$846K -$9.06K -223 -1%
CPA
1554
Cardiff Park Advisors
California
$846K -$4.79K -118 -0.7%
TIMH
1555
Tilt Investment Management Holdings
New York
$845K -$201K -4,958 -23%
CIC
1556
Crawford Investment Counsel
Georgia
$844K -$70.2K -1,727 -9%
MCM
1557
McRae Capital Management
New Jersey
$844K -$142K -3,500 -17%
SC
1558
SouthState Corp
Florida
$842K -$102K -2,519 -13%
WI
1559
Wintrust Investments
Illinois
$841K -$66.5K -1,636 -9%
CA
1560
Cambridge Advisors
Nebraska
$841K – – –
MSFS
1561
Main Street Financial Solutions
Pennsylvania
$840K +$1.02K +25 +0.1%
UAML
1562
US Asset Management LLC
Pennsylvania
$840K +$679K +16,707 New
PAIM
1563
Punch & Associates Investment Management
Minnesota
$840K -$12.2K -300 -2%
SC
1564
Sepio Capital
Utah
$839K -$42K -1,033 -6%
GAM
1565
Gemmer Asset Management
California
$835K -$30.2K -744 -4%
FMTC
1566
Farmers & Merchants Trust Company
California
$832K +$258K +6,363 +62%
WA
1567
Waddell & Associates
Tennessee
$832K -$111K -2,730 -14%
DWM
1568
Defined Wealth Management
Oregon
$830K +$2.76K +68 +0.4%
TPW
1569
Transatlantique Private Wealth
New York
$830K +$286K +7,046 +74%
BEW
1570
Burton Enright Welch
California
$826K +$124K +3,044 +23%
LF
1571
LifePlan Financial
Minnesota
$826K +$668K +16,434 New
SEEDPG
1572
S.E.E.D. Planning Group
New York
$824K -$80.7K -1,987 -11%
SHFA
1573
SS&H Financial Advisors
Michigan
$824K -$22.3K -550 -3%
RFN
1574
RDA Financial Network
Iowa
$823K +$93.9K +2,311 +16%
DFG
1575
Delta Financial Group
New Jersey
$822K -$2.4K -59 -0.4%
61 62
63
64 65