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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1301
GHP Investment Advisors
Colorado
$215K +$68.2K +360 +39%
TWP
1302
Tempus Wealth Planning
California
$215K -$157K -827 -39%
ZBNA
1303
Zions Bancorporation, National Association
Utah
$213K +$46K +243 +24%
CWA
1304
Centennial Wealth Advisory
Michigan
$213K +$20.3K +107 +9%
PR
1305
Payden & Rygel
California
$213K -$15.4M -81,100 -98%
OL
1306
OneFund LLC
Florida
$213K -$10.2K -54 -4%
BST
1307
Bath Savings Trust
Maine
$211K – – –
HIM
1308
Hanlon Investment Management
New Jersey
$210K +$379 +2 +0.2%
JWM
1309
Jeppson Wealth Management
California
$210K +$237K +1,252 New
UAG
1310
United Advisor Group
Ohio
$208K +$32.6K +172 +16%
SYBT
1311
Stock Yards Bank & Trust
Kentucky
$208K -$32.6K -172 -12%
OF
1312
Outfitter Financial
Maine
$208K -$228K -1,205 -49%
SW
1313
SVB Wealth
Massachusetts
$208K -$26.5K -140 -10%
TIA
1314
TCFG Investment Advisors
California
$208K +$22.2K +117 +10%
WFAG
1315
Worth Financial Advisory Group
North Carolina
$208K +$234K +1,237 New
RPWA
1316
Regent Peak Wealth Advisors
Georgia
$206K -$15.5K -82 -6%
SIC
1317
Sterling Investment Counsel
New York
$206K – – –
HIA
1318
Harbor Investment Advisory
Maryland
$205K -$214K -1,128 -48%
SAM
1319
Summit Asset Management
Tennessee
$205K +$10.6K +56 +5%
MFWP
1320
Mosaic Family Wealth Partners
Missouri
$204K +$231K +1,218 New
ASC
1321
Atalanta Sosnoff Capital
New York
$204K -$129K -681 -36%
AFGAS
1322
Allegiance Financial Group Advisory Services
Virginia
$204K +$230K +1,215 New
OC
1323
Oakworth Capital
Alabama
$203K +$947 +5 +0.4%
BFC
1324
Bedel Financial Consulting
Indiana
$203K +$379 +2 +0.2%
RG
1325
Renaissance Group
Kentucky
$203K – – –
51 52
53
54 55