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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
5026
Probity Advisors
Texas
$304K -$45.4K -361 -16%
CBT
5027
CoreFirst Bank & Trust
Kansas
$303K – – –
JA
5028
JLB & Associates
Michigan
$303K – – –
SWA
5029
ShankerValleau Wealth Advisors
Illinois
$302K – – –
MI
5030
Moneywise Inc
Virginia
$301K – – –
OLA
5031
Oliver Luxxe Assets
New Jersey
$300K +$252 +2 +0.1%
VF
5032
Vawter Financial
Ohio
$299K +$3.9K +31 +2%
DB
5033
Dravo Bay
Delaware
$298K +$237K +1,886 New
LWMT
5034
Legacy Wealth Management (Tennessee)
Tennessee
$296K -$247K -1,959 -51%
SP
5035
SIH Partners
Delaware
$295K -$6.03M -47,926 -96%
IWC
5036
Infinity Wealth Counsel
Ohio
$294K -$16.4K -130 -7%
NWM
5037
Navigoe Wealth Management
California
$293K -$88.3K -702 -27%
SIAS
5038
Summit Investment Advisory Services
Minnesota
$292K -$163K -1,294 -41%
APW
5039
Axim Planning & Wealth
Ohio
$292K -$3.77K -30 -2%
BCA
5040
Ballentine Capital Advisors
South Carolina
$291K -$43.2K -343 -16%
DIP
5041
Davis Investment Partners
North Carolina
$291K +$239K +1,900 New
SF
5042
SWP Financial
California
$290K +$231K +1,835 New
ATIA
5043
American Trust Investment Advisors
New Hampshire
$290K -$95K -755 -29%
IWB
5044
Innovative Wealth Building
Maryland
$289K -$47.4K -377 -17%
IIL
5045
Insight Inv LLC
California
$288K -$1.3M -10,310 -85%
HI
5046
HBK Investments
Texas
$288K -$305K -2,424 -57%
OWA
5047
Oak Wealth Advisors
Illinois
$288K +$229K +1,820 New
VWA
5048
VSM Wealth Advisory
Maryland
$287K -$51.2K -407 -18%
AFA
5049
Alpha Financial Advisors
North Carolina
$286K -$9.31K -74 -4%
SCM
5050
Stonehearth Capital Management
Massachusetts
$286K +$228K +1,809 New
200 201
202
203 204