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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1226
Stonekeep Investments
New Mexico
$289K +$3.08K +27 +1%
BI
1227
Ballast Inc
Kentucky
$288K – – –
GIP
1228
Greatmark Investment Partners
Georgia
$288K – – –
VFG
1229
Victory Financial Group
Texas
$288K +$72.6K +636 +34%
ZIM
1230
Zacks Investment Management
Illinois
$288K -$14.9K -131 -5%
FG
1231
Foster Group
Iowa
$286K +$18K +158 +7%
ACM
1232
Advisors Capital Management
New Jersey
$286K +$30.5K +267 +12%
HAS
1233
HBW Advisory Services
California
$286K -$38.7K -339 -12%
CWM
1234
Centurion Wealth Management
Virginia
$286K -$508K -4,454 -64%
NRI
1235
NFP Retirement Inc
California
$286K +$5.25K +46 +2%
SAM
1236
SP Asset Management
California
$285K – – –
EA
1237
Everpar Advisors
Oklahoma
$285K -$58.8K -515 -17%
VWM
1238
Vertrix Wealth Management
Michigan
$285K +$1.48K +13 +0.5%
IC
1239
Inscription Capital
Texas
$283K +$283K +2,478 New
MHC
1240
May Hill Capital
Massachusetts
$283K +$20.9K +183 +8%
CWA
1241
CM Wealth Advisors
Ohio
$282K – – –
ADL
1242
Asset Dedication LLC
California
$282K +$20K +175 +8%
LFP
1243
Leeward Financial Partners
Washington
$281K +$1.71K +15 +0.6%
QPBE
1244
Quintet Private Bank (Europe)
Luxembourg
$280K – – –
TFS
1245
Targeted Financial Services
Florida
$279K +$279K +2,447 New
PWPS
1246
Pinnacle Wealth Planning Services
Ohio
$279K -$119K -1,043 -30%
PFWA
1247
Paces Ferry Wealth Advisors
Georgia
$279K -$14.7K -129 -5%
AC
1248
Apella Capital
Connecticut
$278K -$14.6K -128 -5%
BA
1249
Ballast Advisors
Minnesota
$278K +$13.1K +115 +5%
SC
1250
SouthState Corp
Florida
$277K – – –
48 49
50
51 52