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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1851
Tradition Wealth Management
Minnesota
$226K -$17.4K -194 -7%
LA
1852
Latitude Advisors
Florida
$226K -$63.7K -712 -21%
MPI
1853
Mairs & Power Inc
Minnesota
$226K +$239K +2,671 New
BF
1854
bLong Financial
Tennessee
$226K – – –
BWP
1855
Balboa Wealth Partners
Arizona
$226K -$51K -570 -18%
EP
1856
EPIQ Partners
Minnesota
$226K – – –
MW
1857
MBL Wealth
North Carolina
$225K +$11.8K +132 +5%
JFGIW
1858
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$224K -$80.8K -903 -25%
BW
1859
BIP Wealth
Georgia
$223K +$35.8K +400 +18%
JAG
1860
Journey Advisory Group
Kentucky
$223K -$3.4K -38 -1%
PFM
1861
Patton Fund Management
Texas
$222K – – –
ANBT
1862
American National Bank & Trust
Texas
$222K -$28.6K -319 -11%
VFG
1863
Victory Financial Group
Texas
$222K +$24.2K +270 +11%
QFW
1864
QTR Family Wealth
Florida
$222K -$7.43K -83 -3%
TWA
1865
TCI Wealth Advisors
Arizona
$221K +$14.1K +157 +6%
SB
1866
Strategic Blueprint
Georgia
$220K -$49K -547 -17%
EWA
1867
Etesian Wealth Advisors
Oregon
$220K +$1.61K +18 +0.7%
B
1868
BetterWealth
California
$220K – – –
RFWA
1869
RPg Family Wealth Advisory
Massachusetts
$219K +$232K +2,594 New
SO
1870
Sierra Ocean
California
$219K +$10.1K +113 +5%
SWM
1871
Silverlake Wealth Management
Vermont
$219K +$627 +7 +0.3%
ZIC
1872
ZWJ Investment Counsel
Georgia
$219K +$232K +2,590 New
NAS
1873
Nicolet Advisory Services
Wisconsin
$219K -$136K -1,521 -36%
NCM
1874
Northside Capital Management
Oregon
$218K -$33.6K -375 -13%
TWP
1875
Triad Wealth Partners
Kansas
$218K +$231K +2,579 New
73 74
75
76 77