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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1501
Robertson Stephens Wealth Management
California
$216K +$199K +2,901 New
WIA
1502
Westbourne Investment Advisors
Maryland
$216K +$199K +2,900 New
BTI
1503
Blue Trust Inc
Georgia
$215K +$7.94K +116 +4%
BB
1504
Berkshire Bank
Massachusetts
$215K +$198K +2,894 New
FBB
1505
Fulton Breakefield Broenniman
Maryland
$215K +$198K +2,890 New
MAWA
1506
Moss Adams Wealth Advisors
Washington
$214K +$198K +2,885 New
BIM
1507
Bridges Investment Management
Nebraska
$214K -$163K -2,377 -45%
CCA
1508
Catalyst Capital Advisors
New York
$213K +$143K +2,086 +266%
AIA
1509
Affinity Investment Advisors
California
$213K +$196K +2,868 New
OWM
1510
OneAscent Wealth Management
Alabama
$213K +$196K +2,863 New
TC
1511
TAGStone Capital
North Carolina
$212K – – –
WPW
1512
Waldron Private Wealth
Pennsylvania
$212K +$195K +2,854 New
NJIM
1513
Nabity-Jensen Investment Management
Nebraska
$212K -$34.1K -498 -15%
PCMC
1514
Paragon Capital Management (Colorado)
Colorado
$212K +$195K +2,850 New
MFS
1515
Madrona Financial Services
Washington
$211K +$194K +2,836 New
SMF
1516
Scott Marsh Financial
Utah
$210K +$194K +2,830 New
WCM
1517
Weaver Capital Management
Georgia
$210K +$194K +2,829 New
OWA
1518
Octavia Wealth Advisors
Ohio
$210K -$29.1K -425 -13%
WFA
1519
Wellspring Financial Advisors
Ohio
$210K +$193K +2,825 New
MSFS
1520
Main Street Financial Solutions
Pennsylvania
$210K +$193K +2,820 New
PFBT
1521
Parkside Financial Bank & Trust
Missouri
$209K -$13.6K -198 -7%
HNW
1522
High Note Wealth
Minnesota
$209K -$3.22K -47 -2%
IBOK
1523
Independence Bank of Kentucky
Kentucky
$208K – – –
OL
1524
one8zero8 LLC
North Carolina
$208K +$191K +2,796 New
SFA
1525
Souders Financial Advisors
Ohio
$207K +$191K +2,782 New
59 60
61
62 63