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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
3201
Gibson Wealth Advisors
Texas
$1.16M +$932K +12,860 New
LCS
3202
Levin Capital Strategies
New York
$1.16M +$69.6K +960 +8%
TI
3203
Truepoint Inc
Ohio
$1.16M -$2.99M -41,230 -76%
TC
3204
Trust Company
Kansas
$1.15M +$78.3K +1,080 +9%
EA
3205
Emerald Advisors
Washington
$1.15M +$80.5K +1,110 +10%
RW
3206
REDW Wealth
New Mexico
$1.15M +$257K +3,550 +39%
JWA
3207
JFS Wealth Advisors
Pennsylvania
$1.15M -$23.9K -330 -3%
CWA
3208
Clarus Wealth Advisors
Arizona
$1.15M -$615K -8,490 -39%
HP
3209
Holistic Planning
Texas
$1.15M -$12.3K -170 -1%
TCMP
3210
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.15M -$73.2K -1,010 -7%
HFW
3211
Horizon Family Wealth
Illinois
$1.15M +$412K +5,680 +81%
YWS
3212
Yarger Wealth Strategies
Ohio
$1.15M +$42K +580 +5%
MSE
3213
MUFG Securities EMEA
United Kingdom
$1.15M -$695K -9,590 -43%
VEA
3214
Virtus ETF Advisers
New York
$1.14M -$68.1K -940 -7%
AA
3215
AlphaQ Advisors
Florida
$1.14M +$116K +1,600 +14%
PWM
3216
Power Wealth Management
Georgia
$1.14M -$829K -11,440 -48%
EWA
3217
Encompass Wealth Advisors
Oregon
$1.14M +$245K +3,380 +37%
EWM
3218
Edge Wealth Management
New York
$1.14M -$152K -2,100 -14%
MSG
3219
Main Street Group
Virginia
$1.13M +$18.1K +250 +2%
VP
3220
Verum Partners
North Carolina
$1.13M -$153K -2,110 -14%
RB
3221
Renasant Bank
Mississippi
$1.13M -$72.5K -1,000 -7%
VWM
3222
Vivid Wealth Management
Iowa
$1.13M +$24.6K +340 +3%
WIA
3223
World Investment Advisors
California
$1.13M -$670K -9,240 -43%
BWA
3224
Beam Wealth Advisors
Louisiana
$1.12M +$391K +5,400 +77%
IAG
3225
Investmark Advisory Group
Connecticut
$1.12M +$725 +10 +0.1%
127 128
129
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