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Name Holding Trade Value Shares
Change 		Change in
Stake
PM
2526
Penbrook Management
New York
$517K – – –
GFA
2527
Gallagher Fiduciary Advisors
Illinois
$516K -$32.1K -130 -7%
BHB
2528
Bank Hapoalim BM
Israel
$514K +$56.5K +229 +15%
MWA
2529
Motive Wealth Advisors
Michigan
$514K -$18.8K -76 -4%
APA
2530
Astoria Portfolio Advisors
New York
$513K -$11.4K -46 -3%
AIA
2531
Alera Investment Advisors
Illinois
$513K -$211K -856 -32%
FBFS
2532
First Business Financial Services
Wisconsin
$513K -$3.7K -15 -0.8%
NO
2533
Ninety One
South Africa
$512K -$475K -1,925 -52%
FZCM
2534
Flynn Zito Capital Management
New York
$512K -$61.7K -250 -12%
PFA
2535
Pure Financial Advisors
California
$512K +$109K +442 +33%
JMF
2536
Johnson Midwest Financial
Iowa
$511K -$52.8K -214 -11%
AAS
2537
Annex Advisory Services
Wisconsin
$511K +$45.9K +186 +12%
CSB
2538
City State Bank
Iowa
$511K +$2.47K +10 +0.6%
VCM
2539
Versant Capital Management
Arizona
$507K +$24.7K +100 +6%
LA
2540
LexAurum Advisors
Kansas
$507K +$436K +1,765 New
CG
2541
Clarus Group
Texas
$505K -$30.8K -125 -7%
OWM
2542
OneAscent Wealth Management
Alabama
$505K +$434K +1,759 New
FL
2543
Fort LP
Maryland
$502K +$114K +464 +36%
LNB
2544
Ledyard National Bank
$501K +$431K +1,746 New
CIAS
2545
CFS Investment Advisory Services
New Jersey
$500K +$41.5K +168 +11%
SGK
2546
Steigerwald Gordon & Koch
Virginia
$499K +$38.7K +157 +10%
KCFA
2547
Key Client Fiduciary Advisors
New Jersey
$498K -$21K -85 -5%
IW
2548
Imprint Wealth
South Carolina
$498K +$15.1K +61 +4%
PWM
2549
Prentice Wealth Management
New York
$497K -$114K -464 -21%
PGAM
2550
Princeton Global Asset Management
New Jersey
$497K +$11.1K +45 +3%
100 101
102
103 104