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Name Holding Trade Value Shares
Change 		Change in
Stake
MJP
2901
Michael J. Puzo
$319K – – –
KW
2902
Keyvantage Wealth
Pennsylvania
$318K -$2.92K -37 -0.9%
HB
2903
Horizon Bancorp
Indiana
$318K -$8.45K -107 -3%
TFA
2904
Trinity Financial Advisors
Ohio
$318K +$316 +4 +0.1%
ASG
2905
Advisory Solutions Group
Minnesota
$318K +$309K +3,910 New
DWAM
2906
Duncan Williams Asset Management
Tennessee
$317K – – –
VFP
2907
Verus Financial Partners
Virginia
$317K -$7.11K -90 -2%
GWCM
2908
Godshalk Welsh Capital Management
Pennsylvania
$317K – – –
KA
2909
Kozak & Associates
Colorado
$317K +$1.82K +23 +0.6%
SEP
2910
Signature Equity Partners
Ohio
$316K -$18.8K -238 -6%
AW
2911
Alchemi Wealth
Connecticut
$316K -$869 -11 -0.3%
BI
2912
Bolthouse Investments
California
$316K -$122K -1,541 -28%
BWM
2913
Buska Wealth Management
Wisconsin
$316K – – –
AWM
2914
Accel Wealth Management
Iowa
$316K +$1.19K +15 +0.4%
WCM
2915
WealthBridge Capital Management
Ohio
$315K -$3K -38 -1%
CWM
2916
CarsonAllaria Wealth Management
Illinois
$315K -$1.82K -23 -0.6%
HCA
2917
Heck Capital Advisors
Wisconsin
$314K +$25K +317 +9%
SIM
2918
SSI Investment Management
California
$313K – – –
CWMG
2919
Compass Wealth Management (Georgia)
Georgia
$313K +$237 +3 +0.1%
BOS
2920
Bank of Stockton
California
$312K -$948 -12 -0.3%
HIG
2921
Heritage Investment Group
Florida
$312K +$79 +1 +0%
CW
2922
Cedarwood Wealth
Colorado
$312K -$64.4K -816 -18%
CT
2923
Coastline Trust
Rhode Island
$312K +$37.1K +470 +14%
AT
2924
American Trust
Kentucky
$311K +$11.8K +150 +4%
MCM
2925
Mendel Capital Management
Arkansas
$311K +$711 +9 +0.2%
115 116
117
118 119