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Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1276
Tradewinds LLC
North Carolina
$579K +$570K +33,378 New
CFMC
1277
Curbstone Financial Management Corp
New Hampshire
$578K -$56.7K -3,320 -9%
CHJWM
1278
Carlton Hofferkamp & Jenks Wealth Management
Texas
$578K -$25.9K -1,517 -4%
PCM
1279
Poehling Capital Management
Wisconsin
$578K -$59.3K -3,475 -10%
VC
1280
Vicus Capital
Pennsylvania
$578K -$8.9K -521 -2%
SIC
1281
Salem Investment Counselors
North Carolina
$578K +$81.1K +4,750 +17%
KP
1282
Keel Point
Alabama
$578K +$31.7K +1,857 +6%
ML
1283
McAdam LLC
Pennsylvania
$577K +$128K +7,473 +29%
NIM
1284
Nexus Investment Management
Ontario, Canada
$577K – – –
RW
1285
RVW Wealth
California
$577K -$224K -13,144 -29%
PWAM
1286
Pinnacle West Asset Management
Wyoming
$576K -$7.19K -421 -1%
SMA
1287
Sage Mountain Advisors
Georgia
$575K +$248K +14,517 +80%
MNBTD
1288
Moody National Bank Trust Division
Texas
$574K – – –
CGF
1289
Constant Guidance Financial
Massachusetts
$572K +$554K +32,439 New
MVA
1290
Mount Vernon Associates
Maryland
$572K – – –
AG
1291
AlTi Global
New York
$572K +$291K +17,032 +110%
LFA
1292
Legacy Financial Advisors
Kentucky
$571K +$94.4K +5,528 +21%
GF
1293
Gries Financial
Ohio
$570K -$1.4K -82 -0.3%
GIP
1294
Greatmark Investment Partners
Georgia
$568K -$7.65K -448 -1%
PWLP
1295
Prio Wealth Limited Partnership
Massachusetts
$568K -$165K -9,643 -23%
TIA
1296
Trust Investment Advisors
Indiana
$568K +$32.7K +1,916 +6%
CFS
1297
Commonwealth Financial Services
West Virginia
$567K – – –
VCM
1298
Viewpoint Capital Management
Washington
$565K -$115K -6,709 -17%
FWP
1299
FAS Wealth Partners
Kansas
$565K +$1.57K +92 +0.3%
SPIS
1300
Steward Partners Investment Solutions
Oregon
$564K +$632 +37 +0.1%
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