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Name Holding Trade Value Shares
Change 		Change in
Stake
GPI
1226
General Partner Inc
Pennsylvania
$354K – – –
FAG
1227
Fortitude Advisory Group
Washington
$354K +$35.4K +93 +11%
TI
1228
Truepoint Inc
Ohio
$354K +$362K +950 New
FNBOH
1229
First National Bank of Hutchinson
Kansas
$353K +$4.19K +11 +1%
CL
1230
Choreo LLC
Illinois
$351K +$11.8K +31 +3%
AI
1231
AXS Investments
New York
$350K -$174K -458 -33%
W
1232
Wealthquest
Ohio
$347K +$12.2K +32 +4%
RCG
1233
Regatta Capital Group
California
$346K – – –
LA
1234
Latitude Advisors
Florida
$343K +$2.28K +6 +0.7%
GFG
1235
Greystone Financial Group
Michigan
$340K +$347K +913 New
TTWM
1236
TCV Trust & Wealth Management
Virginia
$340K -$11.4K -30 -3%
LFG
1237
Larson Financial Group
Missouri
$339K +$272K +714 +362%
ST
1238
Sabal Trust
Florida
$338K +$31.2K +82 +10%
VT
1239
Vise Technologies
New York
$337K -$46.8K -123 -12%
CB
1240
CNB Bank
Pennsylvania
$336K +$153K +403 +81%
FF
1241
Fluent Financial
Texas
$335K +$343K +901 New
WB
1242
Webster Bank
Connecticut
$335K – – –
PHS
1243
Pekin Hardy Strauss
Illinois
$335K -$9.13K -24 -3%
FG
1244
Fiduciary Group
Georgia
$334K -$3.81K -10 -1%
MAM
1245
Meeder Asset Management
Ohio
$334K +$16.7K +44 +5%
IIM
1246
InTrack Investment Management
Vermont
$331K -$617K -1,620 -65%
PL
1247
Plancorp LLC
Missouri
$330K +$23.2K +61 +7%
HFBOT
1248
Home Federal Bank of Tennessee
Tennessee
$328K – – –
C
1249
Certuity
Florida
$327K +$78K +205 +30%
CDH
1250
Charles D. Hyman
$324K – – –
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