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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1251
Grimes & Company
Massachusetts
$238K +$4.35K +13 +2%
NRC
1252
New Republic Capital
North Carolina
$238K +$224K +669 New
MFG
1253
MidWestOne Financial Group
Iowa
$237K +$105K +313 +89%
MTIC
1254
Missouri Trust & Investment Company
Missouri
$236K -$33.5K -100 -13%
OW
1255
Olistico Wealth
Oklahoma
$236K – – –
KF
1256
Krilogy Financial
Missouri
$236K +$10.7K +32 +5%
IGWM
1257
ICA Group Wealth Management
Colorado
$235K +$6.36K +19 +3%
LCS
1258
Levin Capital Strategies
New York
$235K – – –
WCAMG
1259
Woodard & Company Asset Management Group
North Carolina
$235K – – –
BA
1260
Ballast Advisors
Minnesota
$235K +$5.36K +16 +2%
FWM
1261
Forza Wealth Management
Florida
$233K +$220K +656 New
WIC
1262
Woodmont Investment Counsel
Tennessee
$233K +$220K +656 New
BLC
1263
Brown, Lisle/Cummings
Rhode Island
$231K – – –
FMP
1264
Financial Management Professionals
Texas
$230K +$91.1K +272 +73%
DMBA
1265
Deseret Mutual Benefit Administrators
Utah
$229K -$6.7K -20 -3%
CC
1266
Callan Capital
California
$228K – – –
BWA
1267
BlueSky Wealth Advisors
North Carolina
$227K -$13.4K -40 -6%
SSWG
1268
Seven Springs Wealth Group
Tennessee
$227K – – –
DAM
1269
Delta Asset Management
Tennessee
$227K -$33.5K -100 -14%
FC
1270
Financial Consulate
Maryland
$226K +$3.68K +11 +2%
BWM
1271
BigSur Wealth Management
Florida
$225K -$13.4K -40 -6%
CFS
1272
CRA Financial Services
New Jersey
$224K – – –
RFN
1273
RDA Financial Network
Iowa
$223K -$4.02K -12 -2%
SAM
1274
SignalPoint Asset Management
Missouri
$223K – – –
WDA
1275
Wendell David Associates
New Hampshire
$222K – – –
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