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Name Holding Trade Value Shares
Change 		Change in
Stake
PK
2951
Pflug Koory
Nebraska
$326K -$1.21K -4 -0.4%
WAL
2952
W Advisors LLC
Tennessee
$326K +$60.3K +200 +23%
TPW
2953
Tiller Private Wealth
Pennsylvania
$326K -$31.6K -105 -9%
OQS
2954
Occudo Quantitative Strategies
Florida
$326K +$50.9K +169 +18%
CF
2955
Crosspoint Financial
California
$326K – – –
WFA
2956
Wellspring Financial Advisors
Ohio
$325K +$327K +1,084 New
B
2957
Bridgeworth
Alabama
$324K -$15.7K -52 -5%
PG
2958
Prostatis Group
Maryland
$323K -$30M -99,510 -99%
JTWM
2959
Jackson Thornton Wealth Management
Alabama
$322K +$11.8K +39 +4%
PCWA
2960
Pacific Capital Wealth Advisors
California
$322K – – –
ES
2961
Eagle Strategies
New York
$322K +$3.92K +13 +1%
SFG
2962
Summit Financial Group
West Virginia
$321K -$569K -1,890 -64%
IW
2963
Instrumental Wealth
Florida
$321K +$64.8K +215 +28%
SC
2964
Searle & Co
Connecticut
$321K – – –
IW
2965
Imprint Wealth
South Carolina
$320K -$176K -583 -35%
PPW
2966
Pasadena Private Wealth
California
$320K -$42.8K -142 -12%
PWM
2967
Palumbo Wealth Management
New York
$320K -$20.2K -67 -6%
CWR
2968
Chico Wealth RIA
California
$320K +$321K +1,066 New
BHIA
2969
Birch Hill Investment Advisors
Massachusetts
$320K -$6.03K -20 -2%
KFG
2970
Kingdom Financial Group
Arizona
$319K -$1.21K -4 -0.4%
TF
2971
Tompkins Financial
New York
$319K -$75.3K -250 -19%
PWM
2972
Paulson Wealth Management
Illinois
$319K – – –
RG
2973
Retirement Group
California
$319K +$60K +199 +23%
JJBC
2974
James J. Burns & Company
New York
$318K +$6.63K +22 +2%
HB
2975
Horizon Bancorp
Indiana
$318K +$87.4K +290 +38%
117 118
119
120 121