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Jabil
JBL

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
501
Trueblood Wealth Management
Ohio
$310K +$310K +2,431 New
ISWM
502
Independent Solutions Wealth Management
New York
$308K -$71.2K -559 -19%
AWM
503
Apollon Wealth Management
South Carolina
$299K +$298K +2,344 New
VCA
504
Verdence Capital Advisors
Maryland
$298K -$264K -2,077 -47%
O
505
Ossiam
France
$295K -$45.8K -360 -13%
PAG
506
Private Advisor Group
New Jersey
$291K +$72.6K +570 +33%
VI
507
Vestcor Inc
New Brunswick, Canada
$289K -$3.31K -26 -1%
BWM
508
Baron Wealth Management
Michigan
$287K +$764 +6 +0.3%
TCA
509
Transcend Capital Advisors
New Jersey
$287K -$3.18K -25 -1%
WWM
510
Western Wealth Management
Colorado
$281K -$83.7K -657 -23%
MM
511
MQS Management
New York
$278K -$127K -999 -31%
HWM
512
HB Wealth Management
Georgia
$278K +$10.4K +82 +4%
EHAM
513
Eagle Harbor Asset Management
Washington
$265K -$236K -1,851 -47%
MAS
514
Meeder Advisory Services
Ohio
$262K +$5.09K +40 +2%
BJL
515
Brighton Jones LLC
Washington
$261K -$73.2K -575 -22%
CG
516
Cutler Group
California
$259K -$465K -3,652 -64%
PL
517
Parthenon LLC
Kentucky
$255K – – –
CM
518
Caption Management
Oklahoma
$255K +$255K +2,000 New
CCI
519
Credit Capital Investments
New Jersey
$255K +$255K +2,000 New
ADIM
520
Alpha DNA Investment Management
Maryland
$243K -$29.8K -234 -11%
CG
521
Caprock Group
Idaho
$242K +$9.04K +71 +4%
EA
522
Everpar Advisors
Oklahoma
$239K +$239K +1,877 New
FMB
523
Field & Main Bank
Kentucky
$239K +$12.7K +100 +6%
FTDI
524
First Trust Direct Indexing
Massachusetts
$235K -$7.64K -60 -3%
CFG
525
Cooper Financial Group
California
$230K -$17.4K -137 -7%
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