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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2626
Stonebridge Capital Advisors
Minnesota
$237K -$3K -15 -2%
LT
2627
Legacy Trust
Michigan
$237K +$181K +905 New
KNW
2628
Kesler Norman & Wride
Utah
$237K +$181K +904 New
IW
2629
Instrumental Wealth
Florida
$236K +$174K +869 New
CA
2630
Crane Advisory
California
$236K +$167K +836 New
CCA
2631
Cora Capital Advisors
New Jersey
$235K +$180K +899 New
OFG
2632
Omega Financial Group
California
$235K -$18.2K -91 -9%
PGIM
2633
Pacific Global Investment Management
California
$235K +$180K +898 New
WAM
2634
Winslow Asset Management
Ohio
$235K +$180K +899 New
FWMM
2635
Foundation Wealth Management (Missouri)
Missouri
$235K +$179K +897 New
BHA
2636
Beech Hill Advisors
New York
$234K +$179K +895 New
SFC
2637
SYM Financial Corp
Indiana
$234K +$179K +894 New
ACP
2638
Aviance Capital Partners
Florida
$234K -$145K -725 -45%
SFP
2639
Sandbox Financial Partners
Maryland
$233K +$178K +889 New
WF
2640
Warner Financial
Maryland
$232K +$178K +888 New
IPW
2641
Impact Partnership Wealth
Georgia
$232K +$177K +885 New
MAM
2642
Marotta Asset Management
Virginia
$231K +$177K +884 New
LJAC
2643
L.J. Altfest & Co
New York
$231K +$176K +881 New
CWM
2644
Curi Wealth Management
North Carolina
$231K +$176K +882 New
WAM
2645
Weiss Asset Management
Massachusetts
$231K +$176K +881 New
LFGH
2646
Lee Financial Group Hawaii
Hawaii
$230K +$3.2K +16 +1%
LFA
2647
Lauterbach Financial Advisors
Texas
$230K +$176K +879 New
CFG
2648
CKW Financial Group
Hawaii
$230K – – –
ACS
2649
Archford Capital Strategies
Illinois
$228K -$547K -2,735 -76%
SSI
2650
Scott & Selber Inc
Texas
$227K +$173K +866 New
104 105
106
107 108