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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1201
Claris Financial
Virginia
$235K +$417 +5 +0.2%
PB
1202
Pinnacle Bancorp
Nebraska
$234K +$12.7K +152 +6%
CWM
1203
Collaborative Wealth Management
Florida
$234K – – –
V
1204
VeraBank
Texas
$234K +$239K +2,861 New
CAM
1205
Cidel Asset Management
Ontario, Canada
$233K – – –
RMC
1206
Resources Management Corp
Connecticut
$233K – – –
DI
1207
Disciplined Investors
Texas
$233K +$1.5K +18 +0.6%
GWM
1208
Glass Wealth Management
Texas
$233K – – –
MHIC
1209
Marble Harbor Investment Counsel
Massachusetts
$233K -$4.17K -50 -2%
BFIM
1210
Beese Fulmer Investment Management
Ohio
$232K +$237K +2,845 New
GWM
1211
GDS Wealth Management
Texas
$232K +$237K +2,839 New
MWM
1212
Manske Wealth Management
Texas
$232K -$55.1K -661 -19%
AWM
1213
Angeles Wealth Management
California
$232K +$4.25K +51 +2%
TNA
1214
True North Advisors
Texas
$231K -$51.9K -623 -18%
CCA
1215
Childress Capital Advisors
Texas
$231K +$1.17K +14 +0.5%
CAAS
1216
Capital Asset Advisory Services
Michigan
$231K -$210K -2,521 -47%
CT
1217
Clearstead Trust
Maine
$230K +$2.58K +31 +1%
BMWM
1218
Brown Miller Wealth Management
Virginia
$230K – – –
LWL
1219
Leo Wealth LLC
Texas
$230K +$235K +2,816 New
AA
1220
Alta Advisers
United Kingdom
$230K – – –
MK
1221
MASTERINVEST Kapitalanlage
$230K +$235K +2,813 New
AMBIA
1222
Allen Mooney & Barnes Investment Advisors
Georgia
$229K – – –
LAM
1223
L2 Asset Management
Massachusetts
$228K +$26.8K +322 +13%
SOS
1224
Silver Oak Securities
Tennessee
$228K -$55.9K -670 -19%
HIC
1225
Holderness Investments Company
North Carolina
$226K – – –
47 48
49
50 51