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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMU
1501
Caliber Wealth Management (Utah)
Utah
$905K +$911K +67,800 New
AIM
1502
Axiom Investment Management
New York
$902K -$10M -746,760 -92%
CWM
1503
Cornerstone Wealth Management
Missouri
$899K +$89.2K +6,640 +11%
SNT
1504
Security National Trust
West Virginia
$894K -$99.5K -7,400 -10%
AWC
1505
Abundance Wealth Counselors
Pennsylvania
$893K +$118K +8,760 +15%
KPW
1506
Kore Private Wealth
New York
$888K -$11.3K -840 -1%
SP
1507
SWS Partners
Ohio
$886K – – –
WA
1508
Waverly Advisors
Alabama
$883K +$56.5K +4,200 +7%
SW
1509
StrongBox Wealth
Missouri
$881K +$83.3K +6,200 +10%
HL
1510
HeadInvest LLC
Maine
$880K +$97.8K +7,280 +12%
FFC
1511
First Financial Corp
Indiana
$876K -$45.7K -3,400 -5%
CFA
1512
Carroll Financial Associates
North Carolina
$875K +$80.1K +5,960 +10%
SBWIC
1513
Schaper Benz & Wise Investment Counsel
Wisconsin
$874K – – –
NFG
1514
Nadler Financial Group
Illinois
$874K +$8.6K +640 +1%
6F
1515
626 Financial
Michigan
$868K +$1.71M +127,200 New
ACM
1516
Advisors Capital Management
New Jersey
$864K +$13.4K +1,000 +2%
BO
1517
BRR OpCo
Ohio
$864K +$349K +26,000 +67%
SYBT
1518
Stock Yards Bank & Trust
Kentucky
$862K +$15.6K +1,160 +2%
CP
1519
Covenant Partners
Tennessee
$861K +$55.9K +4,160 +7%
CFD
1520
Creative Financial Designs
Indiana
$858K +$51.1K +3,800 +6%
CCM
1521
Crew Capital Management
Ohio
$857K +$863K +64,200 New
CFO
1522
Collective Family Office
Pennsylvania
$855K +$93.5K +6,960 +12%
CAGAS
1523
Capital Advisory Group Advisory Services
Minnesota
$855K +$160K +11,880 +23%
WP
1524
WMS Partners
Maryland
$854K +$21.5K +1,600 +3%
CAM
1525
Carret Asset Management
New York
$852K – – –
59 60
61
62 63