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Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
2651
Sustainable Insight Capital Management
New York
$329K – – –
KIG
2652
Kowal Investment Group
Wisconsin
$328K -$930 -2 -0.3%
TBC
2653
Ted Buchan & Co
California
$327K – – –
WOSD
2654
WFA of San Diego
California
$327K – – –
ODA
2655
One Degree Advisors
California
$326K – – –
I
2656
INVST
Indiana
$326K -$78.6K -169 -20%
MHIC
2657
Marble Harbor Investment Counsel
Massachusetts
$326K – – –
JFA
2658
JNBA Financial Advisors
Minnesota
$325K – – –
CSB
2659
City State Bank
Iowa
$324K – – –
NFG
2660
Nadler Financial Group
Illinois
$324K – – –
FFA
2661
Founders Financial Alliance
North Carolina
$324K +$1.86K +4 +0.6%
GSIAS
2662
Garden State Investment Advisory Services
New Jersey
$324K +$14.4K +31 +5%
SCA
2663
Sandy Cove Advisors
Massachusetts
$322K +$14K +30 +5%
SHF
2664
Stage Harbor Financial
Massachusetts
$322K +$27.9K +60 +10%
BCP
2665
Berkeley Capital Partners
Georgia
$322K +$1.4K +3 +0.5%
OHWP
2666
Oak Harbor Wealth Partners
North Carolina
$321K -$1.4K -3 -0.5%
LWM
2667
LongView Wealth Management
Georgia
$321K -$16.3K -35 -5%
MS
2668
Mizuho Securities
Japan
$321K +$219K +470 +261%
ATC
2669
Adirondack Trust Company
New York
$320K – – –
RPGK
2670
Retirement Planning Group (Kansas)
Kansas
$319K +$301K +647 New
LGW
2671
Leslie Global Wealth
Illinois
$316K +$12.1K +26 +4%
SIAG
2672
Safeguard Investment Advisory Group
California
$315K +$297K +638 New
W
2673
Wealthquest
Ohio
$314K – – –
FFO
2674
Fortitude Family Office
Arizona
$314K +$29.3K +63 +11%
GCA
2675
Genesee Capital Advisors
New York
$314K -$8.37K -18 -3%
105 106
107
108 109