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Name Holding Trade Value Shares
Change 		Change in
Stake
VF
2076
Vest Financial
Virginia
$13.4M +$2.56M +7,191 +25%
MA
2077
MONECO Advisors
Connecticut
$13.3M +$3.45M +9,689 +38%
LWM
2078
Laidlaw Wealth Management
New York
$13.3M +$415K +1,166 +3%
AWM
2079
Aries Wealth Management
Maine
$13.3M -$159K -448 -1%
SFP
2080
Sandbox Financial Partners
Maryland
$13.3M +$401K +1,126 +3%
JGUA
2081
John G. Ullman & Associates
New York
$13.2M +$24.2K +68 +0.2%
DTC
2082
Davidson Trust Company
Washington
$13.2M +$260K +730 +2%
LI
2083
Lafayette Investments
Maryland
$13.2M +$6.41K +18 +0.1%
GDP
2084
Great Diamond Partners
Maine
$13.2M -$450K -1,264 -3%
FBT
2085
First Bank & Trust
South Dakota
$13.2M +$87.9K +247 +0.7%
FSCM
2086
First Sabrepoint Capital Management
Texas
$13.2M – – –
UHC
2087
Union Heritage Capital
Michigan
$13.2M – – –
BIP
2088
Blueprint Investment Partners
North Carolina
$13.1M +$4.21M +11,828 +51%
LWL
2089
Leo Wealth LLC
Texas
$13.1M +$12M +33,585 New
GMA
2090
Glassy Mountain Advisors
Maryland
$13.1M -$275K -773 -2%
SWM
2091
Soundmark Wealth Management
Washington
$13.1M -$55.5K -156 -0.4%
LFM
2092
LGT Fund Management
Liechtenstein
$13.1M +$169K +475 +1%
GWANC
2093
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.1M -$183K -515 -1%
GMFG
2094
Greater Midwest Financial Group
Minnesota
$13.1M +$12.4M +34,767 New
ERIC
2095
Eagle Rock Investment Company
Georgia
$13.1M -$258K -726 -2%
PMEF
2096
Point72 Middle East FZE
United Arab Emirates
$13.1M +$8.81M +24,739 +248%
CNBTD
2097
Citizens National Bank Trust Department
Mississippi
$13.1M +$59.4K +167 +0.5%
MWA
2098
Midland Wealth Advisors
Illinois
$13M +$12.3M +34,664 New
NA
2099
Nordwand Advisors
Pennsylvania
$13M -$870K -2,443 -7%
CT
2100
Columbia Trust
Oregon
$13M +$700K +1,968 +6%
82 83
84
85 86