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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
3026
Highview Capital Management
Illinois
$226K +$176K +8,120 New
WCP
3027
Wick Capital Partners
Pennsylvania
$225K +$175K +8,090 New
MLA
3028
MB, Levis & Associates
Pennsylvania
$225K – – –
RIS
3029
Retirement Income Solutions
Michigan
$224K +$174K +8,060 New
MTIC
3030
Missouri Trust & Investment Company
Missouri
$224K -$5.41K -250 -3%
AAM
3031
Ameraudi Asset Management
New York
$224K +$174K +8,050 New
CWMU
3032
Caliber Wealth Management (Utah)
Utah
$223K +$174K +8,040 New
TFA
3033
Triad Financial Advisors
North Carolina
$223K +$174K +8,020 New
RW
3034
REDW Wealth
New Mexico
$223K +$173K +8,010 New
FFA
3035
Fairfield Financial Advisors
Massachusetts
$222K -$9.74K -450 -5%
DWMG
3036
DB Wealth Management Group
California
$222K – – –
APC
3037
Aspire Private Capital
North Carolina
$221K – – –
MA
3038
MBA Advisors
Pennsylvania
$221K +$172K +7,970 New
ST
3039
Somerset Trust
Pennsylvania
$221K +$172K +7,970 New
MWM
3040
Mascoma Wealth Management
New Hampshire
$221K -$433 -20 -0.3%
IFU
3041
iSAM Funds (UK)
United Kingdom
$221K +$172K +7,960 New
MFG
3042
MidWestOne Financial Group
Iowa
$221K +$172K +7,940 New
WW
3043
Waterfront Wealth
Kansas
$220K +$172K +7,930 New
SWMP
3044
Signature Wealth Management Partners
New Jersey
$219K +$171K +7,900 New
BA
3045
Ballew Advisors
Mississippi
$219K +$115K +5,330 New
GIM
3046
Goelzer Investment Management
Indiana
$218K +$170K +7,860 New
MWA
3047
MFA Wealth Advisors
Pennsylvania
$218K +$170K +7,850 New
PH
3048
Pinnacle Holdings
Oklahoma
$217K +$169K +7,830 New
IW
3049
Imprint Wealth
South Carolina
$217K +$168K +7,770 New
JGCM
3050
Joseph Group Capital Management
Ohio
$217K -$146K -6,750 -46%
120 121
122
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