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Name Holding Trade Value Shares
Change 		Change in
Stake
HIMS
3326
Hager Investment Management Services
New Hampshire
$152K – – –
MC
3327
Montag & Caldwell
Georgia
$152K – – –
RP
3328
Rowlandmiller & Partners
Georgia
$152K – – –
VWA
3329
VSM Wealth Advisory
Maryland
$151K – – –
BGAI
3330
Bruce G. Allen Investments
Colorado
$142K -$553 -1 -0.4%
RA
3331
Rational Advisors
New York
$142K +$139K +252 New
PCTC
3332
Perkins Coie Trust Company
Washington
$140K – – –
GXJ
3333
Global X Japan
Japan
$138K +$81.3K +147 +150%
MWM
3334
Mascoma Wealth Management
New Hampshire
$135K – – –
BAM
3335
Bellevue Asset Management
Washington
$134K – – –
SHIM
3336
Stone House Investment Management
Pennsylvania
$132K -$61.9K -112 -32%
BSB
3337
Bangor Savings Bank
Maine
$128K +$15.5K +28 +14%
PSFG
3338
Park Square Financial Group
Georgia
$126K -$9.95K -18 -7%
CW
3339
Curio Wealth
Maryland
$126K +$124K +224 +22,400%
OAJ
3340
Ogorek Anthony Joseph
New York
$126K -$2.77K -5 -2%
BLC
3341
Brown, Lisle/Cummings
Rhode Island
$126K – – –
CTB
3342
Country Trust Bank
Illinois
$125K +$111K +200 +870%
WIM
3343
Westside Investment Management
California
$124K +$97.3K +176 +400%
HWM
3344
HighMark Wealth Management
Minnesota
$124K -$10.5K -19 -8%
PP
3345
PFS Partners
New Jersey
$119K +$11.6K +21 +11%
RWS
3346
Retirement Wealth Solutions
Wisconsin
$118K +$7.19K +13 +7%
EWP
3347
Elevation Wealth Partners
California
$117K – – –
CFG
3348
Chapman Financial Group
Hawaii
$117K +$115K +208 New
EA
3349
Evolution Advisers
Virginia
$115K – – –
RDFA
3350
Ritter Daniher Financial Advisory
Ohio
$114K – – –
132 133
134
135 136