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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
2751
TRUE Private Wealth Advisors
Oregon
$419K +$12.1K +23 +3%
JC
2752
JM2 Capital
Oklahoma
$418K -$5.27K -10 -1%
IA
2753
Insight Advisors
Pennsylvania
$417K +$527 +1 +0.1%
FAT
2754
First American Trust
California
$417K +$86.4K +164 +24%
CTA
2755
Colonial Trust Advisors
South Carolina
$415K -$98.5K -187 -18%
WWA
2756
Wingate Wealth Advisors
Massachusetts
$415K -$3.69K -7 -0.8%
BWP
2757
Baldwin Wealth Partners
Massachusetts
$415K +$47.4K +90 +12%
CNBOF
2758
City National Bank of Florida
Florida
$415K -$197K -374 -31%
MSCM
2759
McElhenny Sheffield Capital Management
Texas
$415K -$8.43K -16 -2%
KF
2760
KKM Financial
Illinois
$414K – – –
BWM
2761
BCS Wealth Management
Tennessee
$413K -$436K -827 -50%
WMA
2762
West Michigan Advisors
Michigan
$413K +$59.5K +113 +16%
CIP
2763
Convergence Investment Partners
Florida
$413K -$30.5K -58 -7%
BAM
2764
Blueshift Asset Management
New Jersey
$413K -$870K -1,651 -67%
FMP
2765
Financial Management Professionals
Texas
$413K +$527 +1 +0.1%
SPWG
2766
Sage Private Wealth Group
Illinois
$412K -$53.2K -101 -11%
DWMS
2767
Dominguez Wealth Management Solutions
Virginia
$411K +$527 +1 +0.1%
AWA
2768
Aletheian Wealth Advisors
Washington
$411K +$433K +823 New
FA
2769
Fortis Advisors
Pennsylvania
$410K – – –
BI
2770
Ballast Inc
Kentucky
$409K -$26.3K -50 -6%
PWP
2771
Phillips Wealth Planners
Mississippi
$407K -$95.9K -182 -18%
CIG
2772
Cascade Investment Group
Colorado
$406K -$5.27K -10 -1%
MWP
2773
Madison Wealth Partners
Wisconsin
$405K +$40K +76 +10%
PB
2774
Pinnacle Bancorp
Nebraska
$404K -$50K -95 -11%
DAS
2775
DMKC Advisory Services
Iowa
$404K -$22.6K -43 -5%
109 110
111
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