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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
901
Hohimer Wealth Management
Washington
$252K – – –
AR
902
Apeiron RIA
Texas
$251K -$420K -7,126 -61%
PFM
903
Patton Fund Management
Texas
$251K – – –
CFP
904
Catalyst Financial Partners
Massachusetts
$250K +$4.71K +80 +2%
FW
905
FullCircle Wealth
Texas
$249K +$5.01K +85 +2%
VI
906
Versor Investments
New York
$248K +$257K +4,367 New
PL
907
Plancorp LLC
Missouri
$247K -$46.5K -790 -15%
FFM
908
Forum Financial Management
Illinois
$246K +$29.4K +499 +13%
MFG
909
Midwest Financial Group
Kansas
$245K – – –
SCM
910
Stevens Capital Management
Pennsylvania
$244K +$253K +4,290 New
AIM
911
Advyzon Investment Management
Illinois
$243K -$164K -2,789 -39%
PA
912
PFG Advisors
Arizona
$243K +$251K +4,266 New
RB
913
Rodgers Brothers
Pennsylvania
$242K – – –
OIAM
914
OFI Invest Asset Management
France
$242K +$184K +3,118 +167%
BIA
915
Bell Investment Advisors
California
$241K -$1.18K -20 -0.5%
DAM
916
Delta Asset Management
Tennessee
$240K – – –
PA
917
Probity Advisors
Texas
$240K +$295 +5 +0.1%
SIM
918
Stratos Investment Management
Ohio
$239K -$9.01K -153 -4%
CPL
919
CAP Partners LLC
Tennessee
$239K +$648 +11 +0.3%
WR
920
WD Rutherford
Oregon
$238K -$15.6K -265 -6%
CAM
921
Cypress Asset Management
Texas
$236K -$130K -2,200 -35%
CCAM
922
Cascades Capital Asset Management
North Carolina
$235K +$942 +16 +0.4%
TBA
923
Tower Bridge Advisors
Pennsylvania
$235K – – –
HPC
924
HM Payson & Co
Maine
$233K – – –
TWA
925
TCI Wealth Advisors
Arizona
$233K +$1.53K +26 +0.6%
35 36
37
38 39