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Name Holding Trade Value Shares
Change 		Change in
Stake
KDA
1001
Kraft Davis & Associates
Missouri
$366K – – –
CRI
1002
Colonial River Investments
Virginia
$366K -$3.48K -40 -1%
CFP
1003
Cascade Financial Partners
California
$365K – – –
RW
1004
Rede Wealth
Virginia
$365K – – –
TAM
1005
TCP Asset Management
Ohio
$365K – – –
MIM
1006
Merrion Investment Management
New Jersey
$365K +$87K +1,000 +33%
HNWAG
1007
High Net Worth Advisory Group
Florida
$365K – – –
GM
1008
GeoWealth Management
Illinois
$364K +$5.92K +68 +2%
AHC
1009
Adell Harriman & Carpenter
Texas
$362K – – –
PMSA
1010
Patrick M. Sweeney & Associates
Illinois
$361K +$27.2K +313 +9%
ONB
1011
Old National Bancorp
Indiana
$357K +$17.4K +200 +5%
SCA
1012
Stokes Capital Advisors
South Carolina
$356K – – –
BIAS
1013
Beacon Investment Advisory Services
New Jersey
$356K – – –
CCG
1014
Catalina Capital Group
California
$355K +$18.3K +210 +6%
IPWA
1015
International Private Wealth Advisors
California
$354K -$23.8K -273 -7%
TWP
1016
Tyche Wealth Partners
Texas
$354K – – –
MAM
1017
Mystic Asset Management
Rhode Island
$354K -$8.7K -100 -3%
LA
1018
Lifeworks Advisors
Michigan
$353K +$337K +3,870 New
DIA
1019
Dana Investment Advisors
Wisconsin
$352K – – –
PWA
1020
PCG Wealth Advisors
Kansas
$351K -$8.7K -100 -3%
MPWT
1021
MassMutual Private Wealth & Trust
Connecticut
$349K +$34.7K +399 +12%
KI
1022
Kapitalo Investimentos
Brazil
$348K +$332K +3,819 New
FMII
1023
Farmers & Merchants Investments Inc
Nebraska
$347K -$34.8K -400 -10%
MAM
1024
Morse Asset Management
Connecticut
$346K +$331K +3,800 New
HGA
1025
Hobbs Group Advisors
South Carolina
$346K +$174 +2 +0.1%
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