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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2451
Concorde Asset Management
Michigan
$313K +$239K +4,210 New
ATFA
2452
All Terrain Financial Advisors
Minnesota
$312K – – –
SDWIA
2453
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$312K -$56.8K -1,000 -16%
SSI
2454
Scott & Selber Inc
Texas
$312K +$60.4K +1,064 +25%
MIM
2455
Miller Investment Management
Pennsylvania
$312K -$1.02K -18 -0.3%
NLP
2456
Next Level Private
New York
$312K +$3.01K +53 +1%
LGA
2457
Lebenthal Global Advisors
New York
$312K +$300K +5,287 New
ITIM
2458
Indiana Trust & Investment Management
Indiana
$311K – – –
MAG
2459
MRA Advisory Group
New Jersey
$311K +$55.4K +975 +23%
BFS
2460
Beacon Financial Strategies
North Carolina
$311K -$1.87K -33 -0.6%
LWM
2461
Lyell Wealth Management
California
$311K – – –
THL
2462
Tillman Hartley LLC
Colorado
$311K – – –
SWP
2463
Summit Wealth Partners
Florida
$311K +$1.53K +27 +0.5%
CWA
2464
Centennial Wealth Advisory
Michigan
$310K +$24.5K +431 +9%
BCB
2465
Brian C. Broderick
$309K – – –
FM
2466
Foster & Motley
Ohio
$309K +$3.92K +69 +1%
HCA
2467
Horan Capital Advisors
Ohio
$308K -$81.3K -1,432 -21%
BCM
2468
Buckhead Capital Management
Georgia
$308K -$17.6K -310 -6%
HFM
2469
Harvest Fund Management
China
$307K -$113K -1,982 -28%
SCM
2470
Silvant Capital Management
Georgia
$307K – – –
CC
2471
Cultivar Capital
Texas
$307K +$296K +5,208 New
BMD
2472
Better Money Decisions
New Mexico
$307K +$57 +1 +0%
AP
2473
Aspect Partners
Virginia
$305K +$294K +5,172 New
FM
2474
Family Management
New York
$304K -$48.8K -860 -14%
SNB
2475
Security National Bank
Nebraska
$304K – – –
97 98
99
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