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Name Holding Trade Value Shares
Change 		Change in
Stake
BSTWA
3176
Blake Schutter Theil Wealth Advisors
Ohio
$217K -$11.9K -110 -5%
FL
3177
FreeGulliver LLC
Louisiana
$216K -$98.2K -911 -28%
SIM
3178
Studio Investment Management
Illinois
$216K -$6.58K -61 -3%
RL
3179
Rogco LP
Oklahoma
$216K +$249K +2,309 New
PAM
3180
Pegasus Asset Management
New York
$216K +$8.09K +75 +3%
PFM
3181
Patton Fund Management
Texas
$216K -$3M -27,810 -92%
HIS
3182
Harvest Investment Services
Illinois
$215K -$30.4K -282 -11%
CGA
3183
Crescent Grove Advisors
Illinois
$215K -$30.7K -285 -11%
WIA
3184
Wealthedge Investment Advisors
New York
$215K -$765K -7,100 -76%
RIS
3185
Retirement Income Solutions
Michigan
$215K -$8.63K -80 -3%
WG
3186
Wellington Group
Indiana
$215K +$247K +2,290 New
GHA
3187
Granite Harbor Advisors
Texas
$215K +$1.94K +18 +0.8%
MFG
3188
Mosaic Financial Group
Illinois
$214K -$29.1K -270 -11%
MWM
3189
Manske Wealth Management
Texas
$214K +$37.7K +350 +18%
HIF
3190
Hill Island Financial
Michigan
$213K -$4.74K -44 -2%
PA
3191
Prossimo Advisors
California
$213K +$28.2K +262 +13%
TI
3192
Truepoint Inc
Ohio
$213K +$18.4K +171 +8%
FW
3193
Fairway Wealth
Ohio
$213K +$19.4K +180 +9%
B
3194
Barings
North Carolina
$213K -$61.8K -573 -20%
DIP
3195
Davis Investment Partners
North Carolina
$212K -$217K -2,009 -46%
PPG
3196
Peak Planning Group
Colorado
$212K +$50.9K +472 +26%
KPWG
3197
KFA Private Wealth Group
Virginia
$212K -$12.8K -119 -5%
OCM
3198
Osbon Capital Management
Massachusetts
$212K +$244K +2,260 New
EWP
3199
Evergreen Wealth Partners
Montana
$212K +$244K +2,260 New
SHFA
3200
SS&H Financial Advisors
Michigan
$211K – – –
126 127
128
129 130