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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2801
Centennial Wealth Advisory
Michigan
$991K +$62.2K +128 +7%
FA
2802
Fiduciary Alliance
South Carolina
$991K +$163K +336 +21%
HWMC
2803
Heritage Wealth Management (California)
California
$990K -$26.7K -55 -3%
TCOTS
2804
Trust Company of the South
North Carolina
$990K – – –
CA
2805
Claris Advisors
Missouri
$990K +$15.6K +32 +2%
AA
2806
Acorns Advisers
California
$986K +$286K +589 +43%
ACM
2807
Arcataur Capital Management
Wisconsin
$981K -$10.7K -22 -1%
HR
2808
Hardy Reed
Mississippi
$980K +$12.6K +26 +1%
SP
2809
Saranac Partners
$980K -$5.83K -12 -0.6%
LAM
2810
Lingohr Asset Management
Germany
$978K +$943K +1,940 New
V
2811
VeraBank
Texas
$977K – – –
NEWAS
2812
N.E.W. Advisory Services
Wisconsin
$975K -$102K -210 -10%
DIM
2813
DLK Investment Management
California
$973K +$192K +395 +26%
IFA
2814
Index Fund Advisors
California
$970K +$465K +956 +99%
UWPG
2815
Ullmann Wealth Partners Group
Florida
$967K +$37.9K +78 +4%
MAM
2816
Milestone Asset Management
Pennsylvania
$967K -$151K -310 -14%
FFA
2817
Frazier Financial Advisors
Ohio
$967K +$84.1K +173 +10%
SCA
2818
STALEY CAPITAL ADVISERS
Pennsylvania
$967K +$48.6K +100 +6%
EC
2819
EdgeRock Capital
Colorado
$965K +$190K +390 +26%
HIM
2820
Hanlon Investment Management
New Jersey
$964K +$107K +220 +13%
OHWP
2821
Oak Harbor Wealth Partners
North Carolina
$963K +$15.1K +31 +2%
KA
2822
Kozak & Associates
Colorado
$963K -$13.1K -27 -1%
BEW
2823
Burton Enright Welch
California
$963K -$9.72K -20 -1%
PS
2824
Planned Solutions
California
$961K -$4.86K -10 -0.5%
CFG
2825
Carr Financial Group
Massachusetts
$958K +$645K +1,327 +231%
111 112
113
114 115