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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
3351
Coho Partners
Pennsylvania
$495K – – –
SSWG
3352
Seven Springs Wealth Group
Tennessee
$494K +$31.1K +670 +7%
CCIA
3353
Campbell & Co Investment Adviser
Maryland
$493K -$3.2M -69,040 -87%
PCM
3354
Presidio Capital Management
California
$493K -$6.49K -140 -1%
ECA
3355
Elevated Capital Advisors
Utah
$492K -$22.2K -480 -5%
EPWM
3356
Essex Private Wealth Management
Massachusetts
$491K -$104K -2,240 -18%
VBWMG
3357
Von Berge Wealth Management Group
California
$491K -$14.4K -310 -3%
IW
3358
Instrumental Wealth
Florida
$490K +$19.5K +420 +6%
SFB
3359
STAR Financial Bank
Indiana
$490K +$190K +4,090 +71%
PBF
3360
Petix & Botte Financial
California
$489K +$37.1K +800 +9%
OHWP
3361
Oak Harbor Wealth Partners
North Carolina
$485K +$93.6K +2,020 +26%
IWA
3362
Inspirion Wealth Advisors
Illinois
$485K +$27.3K +590 +6%
HB
3363
Horizon Bancorp
Indiana
$484K +$2.32K +50 +0.5%
T
3364
TNF
Montana
$483K +$358K +7,730 New
KCM
3365
Kennicott Capital Management
California
$482K +$451K +9,730 New
CA
3366
Carson Advisory
Georgia
$481K +$31.5K +680 +8%
CWM
3367
Chemistry Wealth Management
New York
$479K +$12.5K +270 +3%
HCM
3368
Highlander Capital Management
New Jersey
$478K – – –
CIC
3369
Chilton Investment Company
Connecticut
$477K +$155K +3,350 +53%
HWMC
3370
Heritage Wealth Management (California)
California
$477K +$446K +9,630 New
TF
3371
TLWM Financial
Texas
$476K -$30.1K -650 -6%
TC
3372
TAGStone Capital
North Carolina
$476K – – –
MCM
3373
Mainstay Capital Management
Michigan
$476K +$160K +3,450 +56%
HWM
3374
HighMark Wealth Management
Minnesota
$475K -$11.6K -250 -3%
EAM
3375
Empirical Asset Management
Massachusetts
$474K +$61.2K +1,320 +16%
133 134
135
136 137