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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2926
Trevian Wealth Management
Massachusetts
$549K +$428K +1,235 New
MSWM
2927
Mowery & Schoenfeld Wealth Management
Illinois
$548K -$11.7M -33,812 -96%
SDWIA
2928
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$548K +$5.55K +16 +1%
PAI
2929
Pittenger & Anderson Inc
Nebraska
$548K -$39.2K -113 -8%
HT
2930
Heritage Trust
Oklahoma
$547K – – –
TTWM
2931
TCV Trust & Wealth Management
Virginia
$546K +$34.3K +99 +9%
V
2932
VeraBank
Texas
$545K +$425K +1,226 New
IPA
2933
Investment Planning Advisors
Georgia
$545K +$23.9K +69 +6%
WWM
2934
Whalen Wealth Management
Nevada
$543K -$1.08M -3,103 -72%
NIA
2935
NBZ Investment Advisors
Tennessee
$543K – – –
TFA
2936
Trinity Financial Advisors
Ohio
$542K – – –
FH
2937
Financial Harvest
Florida
$541K +$10.1K +29 +2%
NPT
2938
Nixon Peabody Trust
Massachusetts
$541K +$69K +199 +20%
SNBOSD
2939
Security National Bank of So Dak
Iowa
$541K +$9.71K +28 +2%
AA
2940
ACT Advisors
North Carolina
$540K +$1.39K +4 +0.3%
HW
2941
HORAN Wealth
Ohio
$539K +$421K +1,213 New
AWP
2942
Axis Wealth Partners
Rhode Island
$539K +$21.5K +62 +5%
PRTG
2943
Post Resch Tallon Group
New York
$538K +$131K +378 +45%
MAM
2944
Mystic Asset Management
Rhode Island
$536K -$17.3K -50 -4%
IC
2945
Iconiq Capital
California
$535K -$4.64M -13,373 -92%
SFG
2946
SevenBridge Financial Group
Pennsylvania
$535K -$12.8K -37 -3%
NDSI
2947
Newman Dignan & Sheerar Inc
Rhode Island
$535K -$1.04K -3 -0.2%
KIA
2948
Kraematon Investment Advisors
Massachusetts
$534K – – –
CIS
2949
Connors Investor Services
Pennsylvania
$534K +$416K +1,200 New
BWG
2950
Berry Wealth Group
Texas
$533K -$211K -609 -34%
116 117
118
119 120