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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2426
Townsend Asset Management
North Carolina
$405K – – –
SAG
2427
Spotlight Asset Group
Illinois
$405K – – –
IUHSA
2428
Itau Unibanco Holding S.A.
Brazil
$405K +$382K +950 New
SCM
2429
Sollinda Capital Management
Florida
$405K +$381K +949 New
LFA
2430
Landmark Financial Advisors
Kentucky
$404K +$20.1K +50 +6%
PL
2431
Parthenon LLC
Kentucky
$404K +$31.7K +79 +9%
LWM
2432
LongView Wealth Management
Georgia
$403K +$383K +954 New
TFA
2433
Tranquilli Financial Advisor
New Jersey
$403K -$5.22K -13 -1%
MW
2434
MBL Wealth
North Carolina
$400K -$30.9K -77 -8%
LFG
2435
Larson Financial Group
Missouri
$400K -$84.4K -210 -18%
NPF
2436
Norris Perne & French
Michigan
$395K +$27.7K +69 +8%
VP
2437
Verum Partners
North Carolina
$395K -$5.22K -13 -1%
VCM
2438
Vision Capital Management
Oregon
$394K +$371K +924 New
AIA
2439
Alera Investment Advisors
Illinois
$393K +$7.23K +18 +2%
LWM
2440
Liberty Wealth Management
California
$393K +$25.7K +64 +7%
FFA
2441
Founders Financial Alliance
North Carolina
$391K -$33.7K -84 -8%
AHL
2442
Abel Hall LLC
Louisiana
$390K +$367K +914 New
UBV
2443
United Bank (Virginia)
Virginia
$389K -$12.5K -31 -3%
CSC
2444
Caldwell Sutter Capital
California
$389K – – –
AWG
2445
Altus Wealth Group
Colorado
$387K – – –
SAM
2446
Strategy Asset Managers
California
$387K – – –
PPW
2447
Parcion Private Wealth
Washington
$385K -$35K -87 -9%
LD
2448
Lipe & Dalton
New York
$384K – – –
GWCM
2449
Godshalk Welsh Capital Management
Pennsylvania
$384K – – –
SFA
2450
Source Financial Advisors
New York
$381K -$10K -25 -3%
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98
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