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Name Holding Trade Value Shares
Change 		Change in
Stake
BAWC
2251
Boyce & Associates Wealth Consulting
Texas
$285K – – –
SIM
2252
Studio Investment Management
Illinois
$285K +$12K +180 +5%
FMC
2253
First Merchants Corp
Indiana
$285K +$269K +4,020 New
TAM
2254
Titleist Asset Management
Texas
$285K -$6.82M -101,910 -96%
ANBT
2255
American National Bank & Trust
Texas
$284K -$3.34K -50 -1%
SB
2256
Simmons Bank
Arkansas
$284K +$18.1K +270 +7%
C
2257
Covestor
United Kingdom
$284K -$4.01K -60 -1%
SFS
2258
Solitude Financial Services
Virginia
$284K -$66.9K -1,000 -20%
CFFP
2259
Center for Financial Planning
Michigan
$284K – – –
IIM
2260
Intact Investment Management
Quebec, Canada
$284K – – –
MPIA
2261
Mountain Pacific Investment Advisers
Idaho
$284K – – –
SW
2262
SkyOak Wealth
Michigan
$283K -$53.5K -800 -17%
CFD
2263
Creative Financial Designs
Indiana
$283K -$2.01K -30 -0.7%
BHPW
2264
Beverly Hills Private Wealth
California
$282K -$32.1K -480 -11%
SWA
2265
Sightline Wealth Advisors
Connecticut
$282K – – –
SPC
2266
Spirepoint Private Client
Florida
$282K -$6.69K -100 -2%
AWA
2267
Aletheian Wealth Advisors
Washington
$281K +$669 +10 +0.3%
SFC
2268
SYM Financial Corp
Indiana
$280K +$32.8K +490 +14%
MSR
2269
Main Street Research
Connecticut
$279K +$263K +3,940 New
PMG
2270
ProVise Management Group
Florida
$279K -$76.9K -1,150 -23%
CGH
2271
CMG Global Holdings
Texas
$279K -$50.2K -750 -16%
PIA
2272
Powell Investment Advisors
Florida
$279K +$13.4K +200 +5%
RTC
2273
Riverview Trust Company
Washington
$278K +$34.8K +520 +15%
AC
2274
Allstate Corporation
Illinois
$277K -$711K -10,630 -73%
AF
2275
Affiance Financial
Minnesota
$277K – – –
89 90
91
92 93