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Name Holding Trade Value Shares
Change 		Change in
Stake
LOIM
1201
Liberty One Investment Management
Illinois
$202K +$4.79K +55 +3%
JSL
1202
JT Stratford LLC
Georgia
$201K +$188K +2,160 New
SICM
1203
Sustainable Insight Capital Management
New York
$201K +$188K +2,160 New
CTC
1204
Central Trust Company
Missouri
$200K – – –
KC
1205
Knuff & Co
California
$198K – – –
AF
1206
Allworth Financial
California
$193K +$11.8K +135 +7%
IA
1207
IFP Advisors
Florida
$193K -$695K -7,980 -60%
KFP
1208
KB Financial Partners
New Jersey
$187K +$30K +345 +21%
SSG
1209
Summit Securities Group
New York
$185K +$84.5K +970 +95%
CFO
1210
CVA Family Office
Colorado
$184K -$37K -425 -18%
NFSG
1211
Newbridge Financial Services Group
Florida
$180K -$435 -5 -0.3%
TWM
1212
Tradition Wealth Management
Minnesota
$178K +$44K +505 +36%
ST
1213
Smithfield Trust
Pennsylvania
$176K – – –
GCS
1214
Gordian Capital (Singapore)
Singapore
$172K – – –
MSE
1215
MUFG Securities EMEA
United Kingdom
$167K +$156K +1,795 New
BWP
1216
Baldwin Wealth Partners
Massachusetts
$165K – – –
CWC
1217
Carolinas Wealth Consulting
North Carolina
$164K +$27.9K +320 +22%
AF
1218
Advisornet Financial
Minnesota
$163K +$871 +10 +0.6%
HB
1219
Horizon Bancorp
Indiana
$157K -$4.36K -50 -3%
WIM
1220
WealthPlan Investment Management
Nebraska
$156K -$90.6K -1,040 -38%
RBC
1221
Roble Belko & Company
Pennsylvania
$139K – – –
CWP
1222
Concord Wealth Partners
Virginia
$135K +$59.7K +685 +90%
KTC
1223
Kistler-Tiffany Companies
Pennsylvania
$128K -$7.4K -85 -6%
PMFA
1224
Plante Moran Financial Advisors
Michigan
$128K – – –
CWM
1225
Cedar Wealth Management
California
$122K +$5.23K +60 +5%
47 48
49
50 51