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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
2951
Lafayette Investments
Maryland
$323K – – –
MIM
2952
Marco Investment Management
Georgia
$323K – – –
ACM
2953
Alethea Capital Management
Washington
$323K +$318K +575 New
RRWA
2954
Rainey & Randall Wealth Advisors
Florida
$323K – – –
APG
2955
Abacus Planning Group
South Carolina
$322K -$23.8K -43 -7%
1WM
2956
1900 Wealth Management
Texas
$322K -$10.5K -19 -3%
PWP
2957
Prasad Wealth Partners
Ohio
$322K – – –
CL
2958
CLG LLC
California
$322K – – –
AA
2959
AJ Advisors
Tennessee
$321K – – –
DWM
2960
Denver Wealth Management
Colorado
$320K -$18.8K -34 -6%
GWM
2961
Gitterman Wealth Management
New Jersey
$320K -$447K -808 -59%
DIM
2962
Delta Investment Management
California
$320K -$54.7K -99 -15%
FPL
2963
Fortress Private Ledger
North Carolina
$319K +$2.21K +4 +0.7%
JFA
2964
JNBA Financial Advisors
Minnesota
$318K -$30.4K -55 -9%
HA
2965
Huntleigh Advisors
Missouri
$318K – – –
CB
2966
Centennial Bank
Arkansas
$317K – – –
NEWAS
2967
N.E.W. Advisory Services
Wisconsin
$316K – – –
FMP
2968
Financial Management Professionals
Texas
$316K +$23.8K +43 +8%
TAM
2969
Titleist Asset Management
Texas
$316K +$4.98K +9 +2%
BFA
2970
Beacon Financial Advisory
Ohio
$315K +$51.4K +93 +20%
PR
2971
Payden & Rygel
California
$315K – – –
CWM
2972
Cahaba Wealth Management
Georgia
$315K +$4.98K +9 +2%
MHIC
2973
Marble Harbor Investment Counsel
Massachusetts
$315K – – –
Q
2974
QVR
California
$315K +$310K +560 New
HFP
2975
Holistic Financial Partners
Indiana
$314K +$13.8K +25 +5%
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