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Name Holding Trade Value Shares
Change 		Change in
Stake
I
3126
InceptionR
California
$362K -$1.58M -47,540 -85%
ANB
3127
Amarillo National Bank
Texas
$361K -$3.98K -120 -1%
MFS
3128
Madrona Financial Services
Washington
$361K +$283K +8,530 New
HKIMG
3129
Hutchens & Kramer Investment Management Group
Indiana
$360K +$8.63K +260 +3%
BFA
3130
BMS Financial Advisors
South Dakota
$360K +$283K +8,520 New
AFP
3131
Alpha Financial Partners
Kentucky
$359K -$89K -2,680 -24%
HSWM
3132
Hubbell Strickland Wealth Management
Louisiana
$359K -$110K -3,310 -28%
JSAM
3133
J. Safra Asset Management
New York
$359K – – –
EAM
3134
Empirical Asset Management
Massachusetts
$358K – – –
LAM
3135
LifePro Asset Management
California
$358K +$281K +8,460 New
FB
3136
First Bancorp
Maine
$357K -$103K -3,100 -27%
LOPW
3137
Live Oak Private Wealth
North Carolina
$357K +$280K +8,440 New
NF
3138
Nvest Financial
New Hampshire
$357K -$48.5K -1,460 -15%
WW
3139
Waterfront Wealth
Kansas
$356K -$5.98K -180 -2%
SSG
3140
Summit Securities Group
New York
$356K +$279K +8,410 New
RIS
3141
Retirement Income Solutions
Michigan
$355K +$11.3K +340 +4%
MSA
3142
Marino Stram & Associates
Massachusetts
$355K -$996 -30 -0.4%
WDA
3143
Wendell David Associates
New Hampshire
$355K – – –
IAP
3144
Indie Asset Partners
Indiana
$355K +$28.6K +860 +11%
CPW
3145
Crestmont Private Wealth
Texas
$354K – – –
C
3146
CEDRUS
Colorado
$354K -$83.3K -2,510 -23%
PIAS
3147
PCA Investment Advisory Services
Ohio
$354K -$6.64K -200 -2%
PWW
3148
Pettyjohn Wood & White
Virginia
$354K +$278K +8,360 New
AWP
3149
Abacus Wealth Partners
California
$353K -$6.97K -210 -2%
MCWS
3150
McKinley Carter Wealth Services
West Virginia
$353K +$4.65K +140 +2%
124 125
126
127 128