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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2726
M1 Capital Management
Michigan
$517K +$18.4K +33 +4%
BDL
2727
Banque de Luxembourg
Luxembourg
$516K -$55.9K -100 -10%
PB
2728
Pinnacle Bancorp
Nebraska
$516K – – –
HOWA
2729
Heritage Oak Wealth Advisors
Florida
$516K -$2.79K -5 -0.6%
WPW
2730
Warther Private Wealth
Ohio
$516K +$23.5K +42 +5%
PF
2731
Prota Financial
Texas
$516K +$505K +903 New
IIM
2732
Illumine Investment Management
Washington
$515K – – –
JTWM
2733
Jackson Thornton Wealth Management
Alabama
$514K -$74.3K -133 -13%
SAM
2734
Sompo Asset Management
Japan
$514K -$380K -680 -43%
PCM
2735
PAR Capital Management
Massachusetts
$514K – – –
VV
2736
Verity & Verity
South Carolina
$514K +$503K +900 New
SWM
2737
Stronghold Wealth Management
Florida
$513K +$503K +899 New
DWM
2738
Darwin Wealth Management
Florida
$511K +$49.8K +89 +11%
HA
2739
Heffernan Advisory
Arizona
$510K +$500K +894 New
EHWM
2740
Eads & Heald Wealth Management
Georgia
$509K +$5.59K +10 +1%
KW
2741
Keyvantage Wealth
Pennsylvania
$509K +$7.83K +14 +2%
CIP
2742
Convergence Investment Partners
Florida
$505K -$1.01M -1,799 -67%
FBFS
2743
First Business Financial Services
Wisconsin
$504K -$1.12K -2 -0.2%
RCM
2744
Raleigh Capital Management
North Carolina
$503K +$142K +254 +41%
BMC
2745
Benin Management Corp
Connecticut
$501K – – –
BL
2746
Balentine LLC
Georgia
$501K +$165K +296 +51%
TTWM
2747
TCV Trust & Wealth Management
Virginia
$500K -$14K -25 -3%
AIM
2748
Avity Investment Management
Connecticut
$500K – – –
WHC
2749
Wulff, Hansen & Co
California
$500K – – –
E
2750
Entelevest
Florida
$499K +$489K +874 New
108 109
110
111 112