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Name Holding Trade Value Shares
Change 		Change in
Stake
NMCM
926
Nicholson Meyer Capital Management
Missouri
$415K – – –
DT
927
Diversified Trust
Tennessee
$415K -$90.1K -1,176 -17%
VWM
928
Venturi Wealth Management
Texas
$415K -$237K -3,090 -35%
NSIM
929
North Star Investment Management
Illinois
$414K -$59.2K -773 -12%
SI
930
Saxon Interests
Texas
$414K -$2.68K -35 -0.6%
TL
931
Tradewinds LLC
North Carolina
$413K +$434K +5,662 New
HTC
932
Haverford Trust Company
Pennsylvania
$412K -$2.45K -32 -0.6%
GGA
933
Granite Group Advisors
Connecticut
$412K +$15.5K +203 +4%
CAS
934
Coppell Advisory Solutions
Texas
$411K +$2.6K +34 +0.6%
GFA
935
Gallagher Fiduciary Advisors
Illinois
$411K -$223K -2,915 -34%
SMA
936
Sage Mountain Advisors
Georgia
$406K -$116K -1,514 -21%
II
937
Inspire Investing
Idaho
$403K +$57.1K +746 +16%
GWP
938
Gateway Wealth Partners
Wisconsin
$403K – – –
MWA
939
Monograph Wealth Advisors
California
$402K +$422K +5,514 New
TWP
940
Tower Wealth Partners
Pennsylvania
$401K +$7.43K +97 +2%
SI
941
Severin Investments
Missouri
$399K +$150K +1,954 +56%
BWM
942
BankPlus Wealth Management
Mississippi
$397K +$30.2K +394 +8%
RIM
943
RW Investment Management
Idaho
$396K -$659K -8,600 -61%
RWP
944
Revolve Wealth Partners
New Jersey
$393K -$2.45K -32 -0.6%
HJGA
945
Hardman Johnston Global Advisors
Connecticut
$392K -$558K -7,280 -58%
PIM
946
Provident Investment Management
Michigan
$390K +$60.1K +785 +17%
WAM
947
Walker Asset Management
Missouri
$388K +$4.21K +55 +1%
CSPIA
948
Cary Street Partners Investment Advisory
Virginia
$388K -$344K -4,486 -46%
HPM
949
Hoxton Planning & Management
West Virginia
$383K +$52.4K +684 +15%
PPWP
950
Premier Path Wealth Partners
New Jersey
$383K -$81.3K -1,062 -17%
36 37
38
39 40