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Name Holding Trade Value Shares
Change 		Change in
Stake
M
3401
MATAURO
New York
$860K +$963K +1,492 New
YWM
3402
Yoder Wealth Management
California
$860K +$5.16K +8 +0.5%
NA
3403
Nautilus Advisors
California
$858K -$383K -594 -29%
EA
3404
Echo45 Advisors
California
$855K +$45.2K +70 +5%
BDF
3405
Black Diamond Financial
Maryland
$854K +$65.8K +102 +7%
PMSA
3406
Patrick M. Sweeney & Associates
Illinois
$854K – – –
ODIJL
3407
One Day In July LLC
Vermont
$853K +$335K +520 +54%
RB
3408
Renasant Bank
Mississippi
$853K -$36.1K -56 -4%
FP
3409
Foundry Partners
Minnesota
$853K +$48.4K +75 +5%
CPIA
3410
Cornell Pochily Investment Advisors
New York
$852K +$20.6K +32 +2%
NWM
3411
Northwest Wealth Management
Iowa
$850K -$7.74K -12 -0.8%
TCG
3412
Transcendent Capital Group
Oklahoma
$849K -$25.2K -39 -3%
LF
3413
Lee Financial
Texas
$848K -$338K -524 -26%
RL
3414
Rogco LP
Oklahoma
$848K +$74.2K +115 +8%
PMA
3415
Prudent Man Advisors
Illinois
$848K +$192K +298 +25%
CSIA
3416
Conrad Siegel Investment Advisors
Pennsylvania
$846K -$172K -267 -15%
FWTB
3417
First Western Trust Bank
Colorado
$846K -$41.3K -64 -4%
EA
3418
Eclectic Associates
California
$844K +$2.58K +4 +0.3%
PCWA
3419
Pacific Capital Wealth Advisors
California
$843K +$645 +1 +0.1%
SWA
3420
Serenus Wealth Advisors
California
$843K +$69K +107 +8%
FC
3421
Financial Council
Maryland
$843K – – –
JTWM
3422
Jackson Thornton Wealth Management
Alabama
$842K -$117K -182 -10%
TCB
3423
Texas Capital Bancshares
Texas
$840K +$18.7K +29 +2%
BCM
3424
Barden Capital Management
Texas
$836K +$9.68K +15 +1%
CA
3425
Carson Advisory
Georgia
$836K +$18.1K +28 +2%
135 136
137
138 139