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Name Holding Trade Value Shares
Change 		Change in
Stake
HBS
1851
Howard Bailey Securities
Indiana
$260K -$3.74K -20 -1%
CFA
1852
Cahill Financial Advisors
Minnesota
$260K +$6.54K +35 +3%
RBC
1853
Roble Belko & Company
Pennsylvania
$260K +$2.8K +15 +1%
EB
1854
Exchange Bank
California
$260K +$64.4K +345 +32%
FHC
1855
First Horizon Corporation
Tennessee
$260K +$263K +1,410 New
MW
1856
Maia Wealth
Colorado
$259K -$9.34K -50 -3%
KRW
1857
Kaufman Rossin Wealth
Florida
$259K -$195K -1,045 -43%
QFW
1858
QTR Family Wealth
Florida
$259K -$13.1K -70 -5%
USWIA
1859
UP Strategic Wealth Investment Advisors
Pennsylvania
$258K -$3.74K -20 -1%
HCA
1860
Heck Capital Advisors
Wisconsin
$258K +$13.1K +70 +5%
MWA
1861
Midland Wealth Advisors
Illinois
$258K -$128K -685 -33%
TC
1862
TFR Capital
Texas
$258K -$934 -5 -0.4%
BWM
1863
Blossom Wealth Management
California
$258K – – –
QL
1864
Quarry LP
New York
$256K -$10.3K -55 -4%
FFA
1865
Florida Financial Advisors
Florida
$256K +$4.67K +25 +2%
RA
1866
Riversedge Advisors
Delaware
$254K +$57.9K +310 +29%
ZIC
1867
ZWJ Investment Counsel
Georgia
$253K -$164K -880 -39%
ISWM
1868
Independent Solutions Wealth Management
New York
$253K -$63.5K -340 -20%
BWM
1869
BlackDiamond Wealth Management
New York
$253K -$48.6K -260 -16%
QFPS
1870
Quantum Financial Planning Services
Washington
$253K – – –
WIM
1871
WealthPlan Investment Management
Nebraska
$253K +$40.2K +215 +19%
LP
1872
LMR Partners
United Kingdom
$253K +$257K +1,375 New
SFG
1873
SevenBridge Financial Group
Pennsylvania
$252K -$13.1K -70 -5%
BDL
1874
Bey-Douglas LLC
Georgia
$252K +$256K +1,370 New
CWM
1875
Chesapeake Wealth Management
Virginia
$252K – – –
73 74
75
76 77