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Name Holding Trade Value Shares
Change 		Change in
Stake
PD
3826
Planning Directions
Pennsylvania
$2.76M +$66.6K +363 +2%
HPBT
3827
Hickory Point Bank & Trust
Illinois
$2.76M -$68.1K -371 -2%
CCMI
3828
Creative Capital Management Investments
California
$2.76M -$23.3K -127 -0.8%
WA
3829
WPG Advisers
Maryland
$2.76M -$70.8K -386 -2%
SA
3830
Sacks & Associates
New Jersey
$2.76M -$48.6K -265 -2%
FLFS
3831
Family Legacy Financial Solutions
North Carolina
$2.76M +$259K +1,412 +10%
RB
3832
Renasant Bank
Mississippi
$2.76M -$56.3K -307 -2%
CCA
3833
Cora Capital Advisors
New Jersey
$2.76M +$182K +992 +7%
PEA
3834
Park Edge Advisors
Ohio
$2.75M +$377K +2,057 +15%
SWM
3835
Selective Wealth Management
Virginia
$2.75M +$53.2K +290 +2%
NPFS
3836
Novak & Powell Financial Services
Florida
$2.75M -$369K -2,010 -11%
HKIMG
3837
Hutchens & Kramer Investment Management Group
Indiana
$2.75M +$138K +752 +5%
OF
3838
Optimize Financial
California
$2.75M +$1.34M +7,331 +87%
PCMK
3839
Paragon Capital Management (Kansas)
Kansas
$2.74M -$62.6K -341 -2%
EFA
3840
Evernest Financial Advisors
Indiana
$2.74M -$545K -2,973 -19%
LCGC
3841
Legacy Capital Group California
California
$2.74M -$15.8M -86,289 -85%
LC
3842
Lawood & Co
Pennsylvania
$2.74M +$21.1K +115 +0.7%
PWM
3843
Proathlete Wealth Management
Florida
$2.73M -$48.8K -266 -2%
WP
3844
WealthSpring Partners
California
$2.73M -$159K -865 -5%
BOC
3845
Barbara Oil Co
Illinois
$2.73M – – –
MC
3846
Martin & Co
Tennessee
$2.73M -$111K -604 -4%
CPSAC
3847
Chas P. Smith & Associates (CPS)
Florida
$2.72M +$175K +953 +7%
MTC
3848
McDaniel Terry & Co
Texas
$2.72M -$26.6K -145 -0.9%
VPW
3849
Variant Private Wealth
Virginia
$2.71M -$661K -3,601 -19%
SI
3850
Severin Investments
Missouri
$2.71M +$305K +1,665 +12%
152 153
154
155 156