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Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
2626
Marble Harbor Investment Counsel
Massachusetts
$281K +$265K +660 New
MAWA
2627
Moss Adams Wealth Advisors
Washington
$281K +$53K +132 +25%
GFPC
2628
Global Financial Private Client
Florida
$281K – – –
NFG
2629
Nadler Financial Group
Illinois
$280K – – –
OHWP
2630
Oak Harbor Wealth Partners
North Carolina
$280K +$3.21K +8 +1%
XF
2631
XML Financial
Maryland
$280K -$2.41K -6 -0.9%
NFSG
2632
Newbridge Financial Services Group
Florida
$280K -$155K -387 -37%
CSB
2633
City State Bank
Iowa
$280K -$10K -25 -4%
GCA
2634
Greenwood Capital Associates
South Carolina
$279K +$39.4K +98 +18%
OA
2635
Operose Advisors
Wisconsin
$278K +$40.6K +101 +18%
GCA
2636
Genesee Capital Advisors
New York
$278K +$7.63K +19 +3%
PFM
2637
Phillips Financial Management
Indiana
$278K +$15.3K +38 +6%
MWM
2638
Mosley Wealth Management
California
$276K +$260K +648 New
BCP
2639
Blackhawk Capital Partners
Wisconsin
$276K -$18.9K -47 -7%
CBA
2640
Coastal Bridge Advisors
Connecticut
$275K +$11.2K +28 +5%
GSIAS
2641
Garden State Investment Advisory Services
New Jersey
$275K -$402 -1 -0.2%
CICI
2642
Capital Investment Counsel Inc
North Carolina
$275K – – –
IFU
2643
iSAM Funds (UK)
United Kingdom
$275K +$259K +644 New
CWA
2644
Canvas Wealth Advisors
Kansas
$274K -$20.9K -52 -8%
ODA
2645
One Degree Advisors
California
$274K +$241K +600 New
OWA
2646
Octavia Wealth Advisors
Ohio
$274K -$1.21K -3 -0.5%
WWMSC
2647
Wagner Wealth Management (South Carolina)
South Carolina
$274K +$402 +1 +0.2%
BWM
2648
Baron Wealth Management
Michigan
$273K +$6.83K +17 +3%
BWA
2649
BlueSky Wealth Advisors
North Carolina
$273K +$257K +640 New
RDWM
2650
Red Door Wealth Management
Tennessee
$272K +$256K +638 New
104 105
106
107 108