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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
601
Windward Capital Management
California
$509K -$3.25K -80 -0.6%
MWA
602
Motive Wealth Advisors
Michigan
$509K +$19.3K +475 +4%
VI
603
Vestcor Inc
New Brunswick, Canada
$509K +$168K +4,125 +46%
WW
604
Waterfront Wealth
Kansas
$506K +$234K +5,765 +79%
PWS
605
Peterson Wealth Services
Utah
$504K +$115K +2,825 +28%
JF
606
JSF Financial
California
$504K +$143K +3,515 +37%
IWC
607
Integrated Wealth Concepts
Massachusetts
$500K -$215K -5,290 -29%
BWM
608
BerganKDV Wealth Management
Minnesota
$500K -$12K -295 -2%
FTDI
609
First Trust Direct Indexing
Massachusetts
$500K +$18.1K +445 +4%
KFGK
610
Keystone Financial Group (Kentucky)
Kentucky
$499K +$25K +615 +5%
RIM
611
Redpoint Investment Management
Australia
$498K – – –
PF
612
Phoenix Financial
Israel
$498K +$523K +12,855 New
HI
613
Horizon Investments
North Carolina
$494K -$486K -11,955 -48%
CCP
614
Corient Capital Partners
California
$490K +$41.1K +1,010 +9%
OIA
615
Optimum Investment Advisors
Illinois
$489K +$55.9K +1,375 +12%
PP
616
Prudential plc
United Kingdom
$488K -$20.7K -510 -4%
CAM
617
Cresset Asset Management
Illinois
$485K -$354K -8,695 -41%
GT
618
Greenleaf Trust
Michigan
$474K -$62.8K -1,545 -11%
SC
619
SouthState Corp
Florida
$471K – – –
LTI
620
Laffer Tengler Investments
Tennessee
$470K +$35.4K +870 +8%
CP
621
Covenant Partners
Tennessee
$470K +$281K +6,920 +133%
AC
622
Allstate Corporation
Illinois
$469K -$671K -16,515 -58%
LBC
623
Lowe Brockenbrough & Co
Virginia
$467K -$69.3K -1,705 -12%
GTCM
624
Gyon Technologies Capital Management
New Jersey
$467K +$490K +12,055 New
LRIC
625
Long Road Investment Counsel
Michigan
$465K – – –
23 24
25
26 27