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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2901
Legacy Bridge
Iowa
$321K +$3.66K +30 +1%
CCM
2902
Colorado Capital Management
Colorado
$321K -$1.22K -10 -0.4%
KFA
2903
Kelleher Financial Advisors
New York
$319K +$325K +2,660 New
ME
2904
McIlrath & Eck
Washington
$318K -$36.6K -300 -10%
PDM
2905
Penn Davis McFarland
Texas
$318K – – –
CS
2906
Cannell & Spears
New York
$317K -$160K -1,310 -33%
SNBOSD
2907
Security National Bank of So Dak
Iowa
$317K -$2.44K -20 -0.8%
TCM
2908
Towercrest Capital Management
Pennsylvania
$317K +$31.7K +260 +11%
CHAM
2909
Clear Harbor Asset Management
Connecticut
$317K +$35.4K +290 +12%
AFO
2910
Arrowroot Family Office
California
$315K +$80.6K +660 +34%
VEA
2911
Virtus ETF Advisers
New York
$314K -$90.3K -740 -22%
IW
2912
Instrumental Wealth
Florida
$314K +$43.9K +360 +14%
4A
2913
4Wealth Advisors
Illinois
$313K -$1.22K -10 -0.4%
CRI
2914
Commonwealth Retirement Investments
Virginia
$313K – – –
MKC
2915
M. Kraus & Co
Vermont
$313K – – –
ST
2916
Spinnaker Trust
Maine
$313K +$13.4K +110 +4%
SI
2917
Saxon Interests
Texas
$312K -$19.5K -160 -6%
CFS
2918
Commonwealth Financial Services
West Virginia
$312K +$4.88K +40 +2%
SWM
2919
Steinberganna Wealth Management
New York
$311K +$316K +2,590 New
CWA
2920
Centennial Wealth Advisory
Michigan
$309K +$118K +970 +60%
CGA
2921
Crescent Grove Advisors
Illinois
$309K -$14.6K -120 -4%
HIS
2922
Harvest Investment Services
Illinois
$309K +$80.6K +660 +34%
IAS
2923
Investment Advisory Services
Texas
$308K -$28.1K -230 -8%
FMC
2924
First Merchants Corp
Indiana
$308K – – –
WCWM
2925
Willow Creek Wealth Management
California
$307K +$24.4K +200 +8%
115 116
117
118 119