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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
626
Burney Company
Virginia
$443K -$633K -10,298 -60%
JIC
627
Joel Isaacson & Co
New York
$442K – – –
II
628
Inspire Investing
Idaho
$441K -$24.5K -399 -6%
IFAM
629
Institutional & Family Asset Management
Colorado
$440K – – –
MAS
630
Meeder Advisory Services
Ohio
$435K +$407K +6,627 New
CWA
631
Centennial Wealth Advisory
Michigan
$435K -$44.9K -731 -10%
JWCA
632
J.W. Cole Advisors
Florida
$433K -$10.3K -167 -2%
GG
633
Gofen & Glossberg
Illinois
$428K +$9.71K +158 +2%
FZCM
634
Flynn Zito Capital Management
New York
$428K +$2.52K +41 +0.6%
BIP
635
Blueprint Investment Partners
North Carolina
$428K +$400K +6,508 New
CT
636
Clearstead Trust
Maine
$421K -$2.64K -43 -0.7%
BTIM
637
BancFirst Trust & Investment Management
Oklahoma
$421K +$3.75K +61 +1%
MPPW
638
Mitchell & Pahl Private Wealth
Oklahoma
$420K – – –
RJT
639
Raymond James Trust
Florida
$414K -$31.3K -509 -7%
1WA
640
180 Wealth Advisors
Washington
$410K -$1.78K -29 -0.5%
CBT
641
CoreFirst Bank & Trust
Kansas
$409K – – –
ICG
642
InterOcean Capital Group
Tennessee
$407K +$9.22K +150 +2%
CCM
643
CTC Capital Management
Illinois
$407K +$381K +6,200 New
HSA
644
HBK Sorce Advisory
Pennsylvania
$406K +$379K +6,174 New
KPWS
645
Kestra Private Wealth Services
Texas
$405K +$86.3K +1,404 +30%
AWM
646
Align Wealth Management
Oklahoma
$404K +$485K +7,894 New
SS
647
Simplicity Solutions
Minnesota
$403K +$46.5K +756 +14%
JCM
648
J2 Capital Management
Michigan
$403K +$16.4K +267 +5%
DI
649
Disciplined Investments
Oklahoma
$402K -$105K -1,715 -22%
AT
650
Arvest Trust
Oklahoma
$397K -$25.4K -413 -6%
24 25
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