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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1001
Bluesphere Advisors
Pennsylvania
$2.21M – – –
FTDI
1002
First Trust Direct Indexing
Massachusetts
$2.2M +$81.9K +726 +4%
RPWA
1003
Regent Peak Wealth Advisors
Georgia
$2.18M +$14K +124 +0.7%
FI
1004
Financial Insights
Washington
$2.18M -$4.17K -37 -0.2%
SIM
1005
Sentry Investment Management
Wisconsin
$2.17M +$898K +7,966 +75%
WCM
1006
Wunderlich Capital Managemnt
Tennessee
$2.17M +$43K +381 +2%
HCM
1007
Helios Capital Management
Singapore
$2.16M +$2.09M +18,500 New
IWA
1008
IVC Wealth Advisors
Pennsylvania
$2.16M -$76.7K -680 -4%
ZCI
1009
Zevenbergen Capital Investments
Washington
$2.15M +$133K +1,177 +7%
HFA
1010
HC Financial Advisors
California
$2.15M +$106K +936 +5%
CCT
1011
Country Club Trust
Missouri
$2.15M +$158K +1,401 +8%
CH
1012
Canton Hathaway
Rhode Island
$2.14M +$138K +1,224 +7%
WAS
1013
Wesleyan Assurance Society
United Kingdom
$2.14M +$169K +1,500 +9%
AAM
1014
Abeille Asset Management
France
$2.14M +$2.06M +18,268 New
SWA
1015
SFMG Wealth Advisors
Texas
$2.14M +$196K +1,740 +11%
ANI
1016
American National Insurance
Texas
$2.13M -$10.4M -91,800 -83%
APP
1017
Avantax Planning Partners
Iowa
$2.13M +$94.5K +838 +5%
DLCIG
1018
D.L. Carlson Investment Group
New Hampshire
$2.12M -$127K -1,122 -6%
CWM
1019
Cordatus Wealth Management
Pennsylvania
$2.12M +$2.04M +18,129 New
FBT
1020
First Bankers Trust
Kentucky
$2.12M -$1.06M -9,415 -34%
AFA
1021
Abacus FCF Advisors
Florida
$2.12M – – –
DWM
1022
Darwin Wealth Management
Florida
$2.11M -$42.2K -374 -2%
AF
1023
Ally Financial
Michigan
$2.1M +$2.03M +18,000 New
GCL
1024
Gouws Capital LLC
North Carolina
$2.1M +$2.03M +17,970 New
PWW
1025
Pettyjohn Wood & White
Virginia
$2.1M +$105K +930 +5%
39 40
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