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Name Holding Trade Value Shares
Change 		Change in
Stake
IMT
2901
Investment Management Trust
Massachusetts
$1.75M -$108K -177 -5%
BFC
2902
Bedel Financial Consulting
Indiana
$1.74M +$50.8K +83 +3%
IIA
2903
ICW Investment Advisors
Arizona
$1.74M +$14.1K +23 +0.7%
AWAU
2904
Alliance Wealth Advisors (Utah)
Utah
$1.74M -$936K -1,531 -33%
OCPWS
2905
One Charles Private Wealth Services
Massachusetts
$1.73M +$67.9K +111 +4%
V
2906
VeraBank
Texas
$1.73M -$64.2K -105 -3%
CIA
2907
Cascade Investment Advisors
Oregon
$1.72M -$32.4K -53 -2%
BFS
2908
BridgePort Financial Solutions
Iowa
$1.72M +$88.7K +145 +5%
PWCM
2909
Processus Wealth & Capital Management
Tennessee
$1.72M -$13.5K -22 -0.7%
MAG
2910
MRA Advisory Group
New Jersey
$1.72M -$2.07M -3,384 -53%
KAM
2911
Knightsbridge Asset Management
California
$1.71M -$37.3K -61 -2%
FFL
2912
Future Fund LLC
Illinois
$1.71M +$29.4K +48 +2%
JTWM
2913
Jackson Thornton Wealth Management
Alabama
$1.71M +$638K +1,043 +52%
JF
2914
JMN Financial
Ohio
$1.71M +$250K +409 +16%
BCM
2915
BluePath Capital Management
Georgia
$1.71M +$149K +244 +9%
MWP
2916
Madison Wealth Partners
Wisconsin
$1.71M +$467K +763 +34%
PPA
2917
Pilgrim Partners Asia
Singapore
$1.71M – – –
RB
2918
Renasant Bank
Mississippi
$1.71M -$6.12K -10 -0.3%
HC
2919
Hourglass Capital
Texas
$1.7M – – –
SFG
2920
Sovereign Financial Group
Connecticut
$1.7M -$53.2K -87 -3%
BWM
2921
Bosman Wealth Management
California
$1.7M -$1.48M -2,414 -44%
AF
2922
Apollon Financial
South Carolina
$1.7M -$124K -202 -6%
MCA
2923
MSH Capital Advisors
Arizona
$1.7M +$457K +747 +33%
CAM
2924
Councilmark Asset Management
Tennessee
$1.69M +$3.67K +6 +0.2%
KMWM
2925
Keudell/Morrison Wealth Management
Oregon
$1.69M -$52.6K -86 -3%
115 116
117
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