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Name Holding Trade Value Shares
Change 		Change in
Stake
OAG
3526
Oakmont Advisory Group
New Mexico
$354K +$398 +1 +0.1%
SRM
3527
Shelter Rock Management
New York
$354K – – –
HIA
3528
HFM Investment Advisors
New Jersey
$353K +$3.98K +10 +1%
IBOK
3529
Independence Bank of Kentucky
Kentucky
$353K -$2.78K -7 -0.8%
JSC
3530
Jackson Square Capital
California
$352K +$1.59K +4 +0.5%
PIP
3531
Philadelphia Investment Partners
New Jersey
$351K +$275K +691 +483%
GVCM
3532
Global View Capital Management
Wisconsin
$350K +$57.7K +145 +21%
HAIM
3533
Hunter Associates Investment Management
Pennsylvania
$350K +$331K +833 New
BIM
3534
Baldwin Investment Management
Pennsylvania
$349K +$40.2K +101 +14%
PSIWM
3535
Paradigm Strategies in Wealth Management
Minnesota
$348K +$329K +827 New
FFWM
3536
Future Financial Wealth Management
Ohio
$348K – – –
HNWA
3537
Henrickson Nauta Wealth Advisors
Michigan
$347K -$1.59K -4 -0.5%
SF
3538
Steffes Financial
Kansas
$347K +$10.7K +27 +3%
OA
3539
Operose Advisors
Wisconsin
$347K -$13.9K -35 -4%
5SA
3540
5th Street Advisors
Connecticut
$347K – – –
VW
3541
Veridan Wealth
Oregon
$347K +$76K +191 +30%
MW
3542
Marrick Wealth
California
$347K -$5.17K -13 -2%
GIP
3543
Granite Investment Partners
California
$347K – – –
TC
3544
TAGStone Capital
North Carolina
$346K -$65.6K -165 -17%
IA
3545
Intellus Advisors
Florida
$345K -$79.9K -201 -20%
NLP
3546
Next Level Private
New York
$344K -$1.99K -5 -0.6%
CTA
3547
Colonial Trust Advisors
South Carolina
$343K -$9.94K -25 -3%
CFA
3548
Churchill Financial Advisors
Kentucky
$343K – – –
NI
3549
Natural Investments
California
$343K +$54.5K +137 +20%
WP
3550
Walleye Partners
Wisconsin
$343K +$6.36K +16 +2%
140 141
142
143 144