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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2551
AllGen Financial Advisors
Florida
$221K +$246K +1,260 New
WF
2552
Whelan Financial
California
$221K +$39.7K +203 +19%
CA
2553
Callahan Advisors
Texas
$221K -$29.3K -150 -11%
JA
2554
JVL Associates
Michigan
$221K +$42.4K +217 +21%
BCP
2555
Blue Chip Partners
Michigan
$220K – – –
RWA
2556
River Wealth Advisors
Pennsylvania
$220K +$21.9K +112 +10%
SAA
2557
Southeast Asset Advisors
Georgia
$220K +$245K +1,252 New
DWM
2558
Darwin Wealth Management
Florida
$220K -$416K -2,130 -63%
TA
2559
TruWealth Advisors
Louisiana
$220K +$781 +4 +0.3%
JWS
2560
Juncture Wealth Strategies
Arizona
$219K -$2.15K -11 -0.9%
MPM
2561
Meritage Portfolio Management
Kansas
$219K -$134K -684 -35%
CSB
2562
City State Bank
Iowa
$219K +$10.7K +55 +5%
GTAM
2563
Global Trust Asset Management
Florida
$219K +$4.49K +23 +2%
TNBTD
2564
Trustmark National Bank Trust Department
Mississippi
$219K +$243K +1,244 New
EMAM
2565
Encompass More Asset Management
California
$218K -$87.9K -450 -27%
FPWM
2566
FSB Premier Wealth Management
Iowa
$218K -$195 -1 -0.1%
PAWA
2567
Palo Alto Wealth Advisors
California
$217K -$391K -2,000 -62%
TFA
2568
Tobias Financial Advisors
Florida
$216K -$80.5K -412 -25%
CWA
2569
Carolina Wealth Advisors
South Carolina
$216K – – –
OW
2570
Olistico Wealth
Oklahoma
$215K -$558K -2,856 -70%
APW
2571
Axim Planning & Wealth
Ohio
$215K +$239K +1,225 New
GAB
2572
German American Bancorp
Indiana
$215K -$104K -531 -30%
CNBT
2573
Canandaigua National Bank & Trust
New York
$215K -$12.5K -64 -5%
HAFS
2574
Hapanowicz & Associates Financial Services
Pennsylvania
$215K +$62.1K +318 +35%
BHIA
2575
Birch Hill Investment Advisors
Massachusetts
$214K -$7.82K -40 -3%
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103
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