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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1826
Petrus Trust Company
Texas
$495K +$177K +2,840 +63%
EWM
1827
Evermay Wealth Management
Virginia
$495K – – –
HIIFS
1828
Harel Insurance Investments & Financial Services
Israel
$493K -$2.5M -40,090 -85%
GCA
1829
Gradient Capital Advisors
California
$493K -$18.7K -300 -4%
CNBTD
1830
Citizens National Bank Trust Department
Mississippi
$492K -$3.12K -50 -0.7%
SCM
1831
Saxony Capital Management
Missouri
$491K – – –
GFA
1832
Gallagher Fiduciary Advisors
Illinois
$491K +$63.7K +1,020 +16%
BC
1833
Belmont Capital
California
$489K -$84.3K -1,350 -16%
BFO
1834
Biltmore Family Office
North Carolina
$488K +$56.2K +900 +14%
MLFP
1835
MPS Loria Financial Planners
Illinois
$487K – – –
CCAL
1836
City Center Advisors LLC
Michigan
$484K – – –
BWM
1837
BCS Wealth Management
Tennessee
$484K -$5.62K -90 -1%
OWA
1838
Octavia Wealth Advisors
Ohio
$484K +$12.5K +200 +3%
TCM
1839
TD Capital Management
Tennessee
$482K – – –
EFG
1840
Embree Financial Group
Illinois
$481K -$15K -240 -3%
BIA
1841
Benchmark Investment Advisors
Illinois
$481K -$12.5K -200 -3%
MFWP
1842
Mosaic Family Wealth Partners
Missouri
$481K +$9.37K +150 +2%
ATFA
1843
All Terrain Financial Advisors
Minnesota
$479K – – –
CAM
1844
Clark Asset Management
New Hampshire
$479K +$71.8K +1,150 +19%
NWA
1845
New World Advisors
Massachusetts
$479K -$315K -5,050 -42%
S
1846
Sunpointe
Missouri
$478K +$64.3K +1,030 +17%
VF
1847
Vest Financial
Virginia
$476K +$45.6K +730 +12%
HAFG
1848
Hansen & Associates Financial Group
California
$475K -$5.64M -90,340 -92%
RCM
1849
Raleigh Capital Management
North Carolina
$474K +$112K +1,800 +34%
WHG
1850
Westwood Holdings Group
Texas
$474K -$1.79M -28,680 -80%
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