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Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
1576
Moloney Securities Asset Management
Missouri
$276K -$35.4K -850 -10%
TI
1577
Truepoint Inc
Ohio
$276K – – –
TCM
1578
Tufton Capital Management
Maryland
$276K – – –
SW
1579
Solidarity Wealth
Utah
$276K +$330K +7,930 New
BO
1580
BRR OpCo
Ohio
$275K +$11.7K +280 +4%
RCM
1581
Regency Capital Management
Hawaii
$275K +$63.7K +1,530 +26%
OAM
1582
Occidental Asset Management
California
$275K +$306K +7,340 New
S
1583
swisspartners
Liechtenstein
$273K – – –
GPFA
1584
Game Plan Financial Advisors
Ohio
$273K +$79.1K +1,900 +35%
BBW
1585
Blue Barn Wealth
Utah
$273K +$151K +3,630 +99%
BDF
1586
Balasa Dinverno & Foltz
$272K -$346K -8,320 -53%
FPAS
1587
Focus Partners Advisor Solutions
Missouri
$272K -$152K -3,660 -33%
CA
1588
Crewe Advisors
Utah
$272K +$213K +5,120 +238%
SIM
1589
Sadoff Investment Management
Wisconsin
$270K -$5K -120 -2%
SBL
1590
Sargent Bickham Lagudis
Colorado
$269K -$67.4K -1,620 -18%
LRPA
1591
L. Roy Papp & Associates
Arizona
$269K – – –
OWA
1592
Opal Wealth Advisors
New York
$267K +$49.1K +1,180 +20%
BCMLT
1593
Beacon Capital Management LLC (Tennessee)
Tennessee
$266K +$296K +7,110 New
ICG
1594
InterOcean Capital Group
Tennessee
$265K +$89.5K +2,150 +44%
WJA
1595
Willis Johnson & Associates
Texas
$263K +$292K +7,020 New
GCM
1596
G2 Capital Management
Ohio
$262K – – –
SCS
1597
Syquant Capital SAS
France
$262K +$12.5K +300 +4%
LA
1598
LexAurum Advisors
Kansas
$261K +$8.33K +200 +3%
VWM
1599
Venturi Wealth Management
Texas
$261K +$290K +6,960 New
SFG
1600
StrategIQ Financial Group
Indiana
$260K -$10.4K -250 -3%
62 63
64
65 66