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Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1251
Operose Advisors
Wisconsin
$305K – – –
FCM
1252
Fieldview Capital Management
Michigan
$304K +$297K +1,447 New
WH
1253
Wallace Hart
Kentucky
$303K – – –
SFC
1254
SYM Financial Corp
Indiana
$302K +$296K +1,439 New
TGY2IT
1255
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$301K +$295K +1,435 New
RF
1256
Rossby Financial
Florida
$300K +$139K +679 +86%
ALAM
1257
Asahi Life Asset Management
Japan
$300K +$293K +1,428 New
CCM
1258
Chiron Capital Management
Florida
$300K +$293K +1,426 New
RWPA
1259
Richard W. Paul & Associates
Michigan
$299K -$3.29K -16 -1%
SYBT
1260
Stock Yards Bank & Trust
Kentucky
$297K – – –
PCMNC
1261
Piedmont Capital Management (North Carolina)
North Carolina
$297K – – –
BRWA
1262
B. Riley Wealth Advisors
Florida
$297K -$8.42K -41 -3%
MP
1263
McDonald Partners
Ohio
$295K – – –
FCBT
1264
First Citizens Bank & Trust
North Carolina
$294K +$4.31K +21 +2%
HPC
1265
HM Payson & Co
Maine
$290K -$61.6K -300 -18%
SW
1266
SVB Wealth
Massachusetts
$290K -$7.39K -36 -3%
ACM
1267
Andina Capital Management
Utah
$289K +$283K +1,377 New
ACA
1268
Aspire Capital Advisors
Washington
$289K +$822 +4 +0.3%
RZH
1269
Relyea Zuckerberg Hanson
Connecticut
$289K +$1.85K +9 +0.7%
CCA
1270
Catalyst Capital Advisors
New York
$288K -$16.6K -81 -6%
CCC
1271
Compass Capital Corp
Massachusetts
$287K +$1.44K +7 +0.5%
CFO
1272
CVA Family Office
Colorado
$285K +$62.9K +306 +29%
WDC
1273
Woodward Diversified Capital
California
$285K +$3.29K +16 +1%
LFIA
1274
Legacy Financial Independent Advisors
Kentucky
$283K +$277K +1,349 New
RIG
1275
RiverFront Investment Group
Virginia
$283K +$277K +1,348 New
49 50
51
52 53