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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
3151
Enclave Advisors
Texas
$384K -$11.3K -35 -4%
SWP
3152
Summit Wealth Partners
Florida
$383K -$234K -727 -43%
RWM
3153
Reston Wealth Management
Virginia
$383K -$42.8K -133 -12%
TIM
3154
Thompson Investment Management
Wisconsin
$383K – – –
BWM
3155
Bosman Wealth Management
California
$383K +$305K +948 New
XPN
3156
XY Planning Network
Montana
$381K +$303K +943 New
HI
3157
Hudock Inc
Pennsylvania
$380K -$965 -3 -0.3%
CSIA
3158
Conrad Siegel Investment Advisors
Pennsylvania
$380K +$40.9K +127 +16%
PHS
3159
Pekin Hardy Strauss
Illinois
$380K +$48.3K +150 +19%
TNBTD
3160
Trustmark National Bank Trust Department
Mississippi
$380K +$9.01K +28 +3%
HCA
3161
Harbor Capital Advisors
Illinois
$380K -$193K -600 -39%
WPA
3162
West Paces Advisors
Georgia
$380K +$6.11K +19 +2%
BCG
3163
Bravias Capital Group
New Jersey
$379K +$301K +937 New
HGERS
3164
Householder Group Estate & Retirement Specialist
Arizona
$379K -$1.28M -3,976 -81%
AA
3165
Addison Advisors
Vermont
$378K -$10.9K -34 -4%
SA
3166
Shilanski & Associates
Alaska
$378K -$2.57K -8 -0.8%
HI
3167
Hoey Investments
Pennsylvania
$376K -$871K -2,708 -74%
WC
3168
Westhampton Capital
North Carolina
$376K – – –
DWM
3169
Denver Wealth Management
Colorado
$375K +$14.2K +44 +5%
OFG
3170
Omega Financial Group
California
$375K +$299K +929 New
AWM
3171
Aries Wealth Management
Maine
$374K +$32.2K +100 +12%
PRTG
3172
Post Resch Tallon Group
New York
$374K +$317K +985 New
TKP
3173
Tallon Kerry Patrick
$374K +$317K +985 New
PS
3174
Planned Solutions
California
$373K -$25.4K -79 -8%
BTIM
3175
BancFirst Trust & Investment Management
Oklahoma
$373K – – –
125 126
127
128 129