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Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
1801
Compton Wealth Advisory Group
Virginia
$1.56M -$997 -2 -0.1%
CC
1802
Capital Counsel
New York
$1.56M – – –
HCM
1803
HMS Capital Management
Tennessee
$1.56M -$4.99K -10 -0.3%
BFO
1804
Biltmore Family Office
North Carolina
$1.56M +$19.9K +40 +1%
MIA
1805
MMBG Investment Advisors
Florida
$1.56M – – –
TIA
1806
Trust Investment Advisors
Indiana
$1.56M +$6.48K +13 +0.4%
ISWM
1807
Independent Solutions Wealth Management
New York
$1.55M -$134K -269 -8%
PCMF
1808
Private Capital Management (Florida)
Florida
$1.55M +$499 +1 +0%
DMBA
1809
Deseret Mutual Benefit Administrators
Utah
$1.55M -$110K -221 -7%
V
1810
VeraBank
Texas
$1.55M -$354K -710 -19%
PP
1811
Pacifica Partners
Canada
$1.55M -$29.4K -59 -2%
WC
1812
Waterloo Capital
Texas
$1.55M +$229K +459 +18%
OFS
1813
OneAscent Financial Services
Alabama
$1.54M +$16.5K +33 +1%
CBTWT
1814
Community Bank & Trust (Waco, Texas)
Texas
$1.54M +$10.5K +21 +0.7%
PT
1815
Plimoth Trust
Massachusetts
$1.54M – – –
EAMH
1816
Eurizon Asset Management Hungary
$1.54M +$997K +2,000 +200%
EFA
1817
Evernest Financial Advisors
Indiana
$1.54M -$44.9K -90 -3%
AWM
1818
Absher Wealth Management
North Carolina
$1.54M +$36.4K +73 +2%
VGDSS
1819
VUB Generali dochodkova spravcovska spolocnost
$1.54M – – –
AGC
1820
Aspen Grove Capital
Colorado
$1.54M +$1.5K +3 +0.1%
CCA
1821
Cadent Capital Advisors
Oklahoma
$1.54M -$2.51M -5,035 -63%
CCM
1822
Crew Capital Management
Ohio
$1.53M +$162K +325 +12%
WFA
1823
Wellspring Financial Advisors
Ohio
$1.53M -$147K -295 -9%
JJBC
1824
James J. Burns & Company
New York
$1.52M – – –
AWP
1825
Accretive Wealth Partners
New Jersey
$1.52M +$28.9K +58 +2%
71 72
73
74 75