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Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
2801
City State Bank
Iowa
$348K +$91.2K +365 +30%
QC
2802
QCM Cayman
Texas
$348K +$391K +1,563 New
ACP
2803
Aveo Capital Partners
Colorado
$347K +$14K +56 +4%
BA
2804
Ballast Advisors
Minnesota
$347K +$18.7K +75 +5%
EBA
2805
Eagle Bay Advisors
New York
$346K -$28K -112 -7%
AIA
2806
Angeles Investment Advisors
California
$345K -$959K -3,837 -71%
TWM
2807
Titus Wealth Management
California
$345K -$2K -8 -0.5%
TNA
2808
True North Advisors
Texas
$344K -$42.7K -171 -10%
DSCM
2809
Del-Sette Capital Management
New York
$344K -$1.75K -7 -0.5%
PWC
2810
PYA Waltman Capital
Tennessee
$344K +$3.5K +14 +0.9%
KWM
2811
Kolinsky Wealth Management
New Jersey
$343K -$273K -1,091 -41%
JFA
2812
JNBA Financial Advisors
Minnesota
$343K +$34K +136 +10%
AFM
2813
Andesa Financial Management
Pennsylvania
$342K -$125K -499 -24%
LB
2814
Legacy Bridge
Iowa
$341K – – –
PTCG
2815
Pring Turner Capital Group
California
$341K +$13.5K +54 +4%
AWP
2816
Ascent Wealth Partners
New York
$340K -$24K -96 -6%
GD
2817
Grandfield & Dodd
New York
$340K -$15K -60 -4%
MWM
2818
McNaughton Wealth Management
California
$339K +$82K +328 +27%
EDRIA
2819
Edmonds Duncan Registered Investment Advisors
Kansas
$338K -$75K -300 -17%
CC
2820
Courier Capital
New York
$338K -$16.2K -65 -4%
SIAG
2821
Safeguard Investment Advisory Group
California
$337K +$103K +414 +38%
FNT
2822
First Nebraska Trust
Nebraska
$336K – – –
CIC
2823
Crawford Investment Counsel
Georgia
$336K -$1.1M -4,407 -74%
WOSD
2824
WFA of San Diego
California
$336K -$2.5K -10 -0.7%
KPWG
2825
KFA Private Wealth Group
Virginia
$336K +$67.7K +271 +22%
111 112
113
114 115