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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
3951
IFS Advisors
Kansas
$244K – – –
CSIA
3952
Carl Stuart Investment Advisor
Texas
$243K – – –
AIP
3953
Almanack Investment Partners
Pennsylvania
$243K +$239K +540 New
LAM
3954
Lifestyle Asset Management
Texas
$242K +$239K +539 New
DMBA
3955
Deseret Mutual Benefit Administrators
Utah
$242K +$7.98K +18 +3%
AWA
3956
Acumen Wealth Advisors
Tennessee
$242K +$238K +538 New
THL
3957
Tillman Hartley LLC
Colorado
$242K +$238K +537 New
P
3958
Palladiem
Pennsylvania
$241K +$235K +531 New
FF
3959
Foronjy Financial
California
$241K -$10.2K -23 -4%
VV
3960
Verity & Verity
South Carolina
$241K – – –
AWM
3961
Athena Wealth Management
Nevada
$241K +$238K +536 New
FCMT
3962
Founders Capital Management (Texas)
Texas
$239K – – –
GPW
3963
Genesis Private Wealth
Virginia
$239K +$6.21K +14 +3%
LT
3964
Legacy Trust
Michigan
$239K +$2.66K +6 +1%
GGI
3965
Godsey & Gibb Inc
Virginia
$238K +$34.1K +77 +17%
AGAM
3966
AK Global Asset Management
California
$238K +$235K +530 New
NA
3967
Note Advisors
New York
$238K -$29.7K -67 -11%
ICM
3968
Innovator Capital Management
Illinois
$238K -$33.2K -75 -12%
ILI
3969
Invesco LLC (Illinois)
Illinois
$238K +$6.21K +14 +3%
GCM
3970
Gallacher Capital Management
Colorado
$237K +$234K +528 New
TWD
3971
True Wealth Design
Ohio
$237K +$23.5K +53 +11%
CAM
3972
Carret Asset Management
New York
$237K – – –
MWM
3973
McMill Wealth Management
Nebraska
$237K – – –
MAM
3974
McLaughlin Asset Management
Illinois
$237K +$234K +527 New
VH
3975
VVR Holdings
Washington
$237K +$234K +527 New
157 158
159
160 161