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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1326
SJS Investment Consulting
Ohio
$561K +$523K +1,105 +1,435%
SIM
1327
Sentry Investment Management
Wisconsin
$560K -$155K -328 -21%
FH
1328
FWG Holdings
Florida
$558K +$25.1K +53 +4%
V
1329
VeraBank
Texas
$558K – – –
IC
1330
Inscription Capital
Texas
$558K +$110K +232 +25%
PG
1331
Proffitt & Goodson
Tennessee
$556K -$5.68K -12 -1%
NFA
1332
Northern Financial Advisors
Michigan
$554K -$1.89K -4 -0.3%
SOW
1333
State of Wyoming
Wyoming
$553K +$9.47K +20 +2%
GSWM
1334
Golden State Wealth Management
California
$553K +$59.2K +125 +12%
WA
1335
WBH Advisory
Maryland
$552K – – –
AWM
1336
Aberdeen Wealth Management
Illinois
$551K – – –
RWM
1337
Revisor Wealth Management
Ohio
$550K -$72.4K -153 -11%
TCMP
1338
Thrive Capital Management (Pennsylvania)
Pennsylvania
$550K +$3.79K +8 +0.7%
GWANC
1339
Guardian Wealth Advisors (North Carolina)
North Carolina
$548K +$52.1K +110 +11%
MWM
1340
Modera Wealth Management
New Jersey
$548K -$47.8K -101 -8%
MA
1341
MONECO Advisors
Connecticut
$544K +$19.4K +41 +4%
HT
1342
Heritage Trust
Oklahoma
$543K +$9.94K +21 +2%
CPG
1343
Cornerstone Planning Group
New Jersey
$543K +$72.9K +154 +14%
BMWS
1344
Brady Martz Wealth Solutions
North Dakota
$540K +$473 +1 +0.1%
MP
1345
McDonald Partners
Ohio
$539K -$1.19M -2,521 -69%
BI
1346
Bolthouse Investments
California
$539K – – –
SSW
1347
Smith Shellnut Wilson
Mississippi
$533K – – –
PWG
1348
Portside Wealth Group
Utah
$532K +$16.6K +35 +3%
EWA
1349
Exencial Wealth Advisors
Oklahoma
$531K +$108K +228 +26%
MTIC
1350
Missouri Trust & Investment Company
Missouri
$531K – – –
52 53
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