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Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
1676
Marietta Investment Partners
Wisconsin
$234K -$91K -1,049 -24%
OHWP
1677
Oak Harbor Wealth Partners
North Carolina
$234K -$15.3K -176 -5%
PAIM
1678
Punch & Associates Investment Management
Minnesota
$234K – – –
DJSG
1679
D.J. St. Germain
Massachusetts
$234K +$4.16K +48 +1%
EFS
1680
Essex Financial Services
Connecticut
$232K +$53.6K +618 +23%
MG
1681
Mather Group
Illinois
$231K -$75.9K -875 -21%
ARC
1682
Advisor Resource Council
Texas
$230K +$286K +3,291 New
PA
1683
PFG Advisors
Arizona
$229K -$112K -1,292 -28%
MFG
1684
Magnus Financial Group
New York
$229K -$18.9K -218 -6%
PHAM
1685
Palisades Hudson Asset Management
Florida
$229K -$2.52K -29 -0.9%
PAM
1686
Private Asset Management
California
$229K +$3.04K +35 +1%
NWM
1687
NEIRG Wealth Management
Massachusetts
$227K -$2.04M -23,560 -88%
CB
1688
Cadence Bank
Mississippi
$227K – – –
FWP
1689
Falcon Wealth Planning
California
$226K -$781 -9 -0.3%
APW
1690
Austin Private Wealth
Texas
$225K -$29.1K -335 -9%
SQA
1691
Simon Quick Advisors
New Jersey
$225K +$169K +1,949 +474%
F4L
1692
Fortune 45 LLC
Louisiana
$224K -$8.76K -101 -3%
NICM
1693
Neo Ivy Capital Management
New York
$224K +$279K +3,219 New
VWA
1694
Visionary Wealth Advisors
Illinois
$223K -$142K -1,640 -34%
FW
1695
FirstPurpose Wealth
Utah
$223K +$25.1K +289 +10%
CCM
1696
CTC Capital Management
Illinois
$223K +$278K +3,200 New
ALAM
1697
Asahi Life Asset Management
Japan
$222K +$276K +3,180 New
B
1698
Barings
North Carolina
$221K -$16K -185 -6%
MKA
1699
M. Kulyk & Associates
Georgia
$221K +$59.4K +685 +28%
HNW
1700
High Note Wealth
Minnesota
$220K -$1.5M -17,247 -85%
66 67
68
69 70