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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1326
Accelerate Investment Advisors
California
$544K +$1.28K +3 +0.2%
PS
1327
Portfolio Strategies
New York
$543K – – –
CAM
1328
Cozad Asset Management
Illinois
$541K -$49.3K -115 -8%
DFA
1329
Delta Financial Advisors
Louisiana
$541K +$113K +264 +26%
SCTC
1330
Sanibel Captiva Trust Company
Florida
$541K +$126K +293 +30%
UAS
1331
United Asset Strategies
New York
$539K -$12.9K -30 -2%
LCS
1332
Levin Capital Strategies
New York
$538K +$257K +600 +91%
CGL
1333
Clarius Group LLC
Washington
$534K -$3.43K -8 -0.6%
JRPCML
1334
J. R. Prunier Capital Management LLC
Massachusetts
$533K +$536K +1,251 New
IAS
1335
Insigneo Advisory Services
Florida
$532K +$13.7K +32 +3%
ESC
1336
Eurizon SLJ Capital
$532K +$534K +1,247 New
TWA
1337
Tandem Wealth Advisors
Arizona
$531K +$102K +237 +23%
SFWC
1338
Strategic Family Wealth Counselors
New Jersey
$530K +$524K +1,224 New
GWM
1339
GDS Wealth Management
Texas
$530K -$7.28K -17 -1%
CIM
1340
Cambria Investment Management
California
$528K +$256K +597 +93%
PW
1341
PUREfi Wealth
Massachusetts
$527K +$530K +1,237 New
HWMG
1342
Hurlow Wealth Management Group
Indiana
$524K -$63.8K -149 -11%
EWA
1343
Eagle Wealth Advisors
Connecticut
$521K +$524K +1,223 New
FNFDCM
1344
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$520K – – –
IBOK
1345
Independence Bank of Kentucky
Kentucky
$519K -$15.4K -36 -3%
LRWM
1346
Lord & Richards Wealth Management
Colorado
$516K +$106K +247 +26%
AWA
1347
AGH Wealth Advisors
Kansas
$515K +$51.8K +121 +11%
V
1348
VeraBank
Texas
$514K +$13.3K +31 +3%
GIM
1349
Goelzer Investment Management
Indiana
$513K +$212K +496 +70%
RWM
1350
Revisor Wealth Management
Ohio
$512K -$21K -49 -4%
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