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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
926
Rational Advisors
New York
$361K +$271K +5,010 New
HI
927
Human Investing
Oregon
$357K -$76.3K -1,410 -22%
B
928
Bridgeworth
Alabama
$357K +$269K +4,965 New
NWM
929
Northwest Wealth Management
Iowa
$356K +$268K +4,950 New
FPCG
930
Fort Pitt Capital Group
Pennsylvania
$355K +$267K +4,935 New
PMG
931
ProVise Management Group
Florida
$354K +$266K +4,920 New
MIM
932
Moseley Investment Management
Florida
$351K +$264K +4,875 New
AC
933
Abbrea Capital
California
$349K +$262K +4,845 New
WCM
934
Wedge Capital Management
North Carolina
$349K +$262K +4,845 New
11A
935
10-15 Associates
New York
$347K +$260K +4,815 New
CAGAS
936
Capital Advisory Group Advisory Services
Minnesota
$346K +$203K +3,750 +357%
BHIA
937
Birch Hill Investment Advisors
Massachusetts
$346K +$260K +4,800 New
XF
938
XML Financial
Maryland
$346K +$260K +4,800 New
CWP
939
CFM Wealth Partners
Texas
$344K -$34.9K -645 -12%
SOADOR
940
State of Alaska Department of Revenue
Alaska
$344K +$97.4K +1,800 +60%
BWA
941
Beam Wealth Advisors
Louisiana
$343K +$203K +3,750 New
DSN
942
D. Scott Neal
Kentucky
$341K +$256K +4,740 New
OWA
943
One Wealth Advisors
California
$341K +$256K +4,740 New
RCA
944
Ranch Capital Advisors
Florida
$340K – – –
FC
945
Ferris Capital
Massachusetts
$340K +$256K +4,725 New
PA
946
Procyon Advisors
Connecticut
$339K -$3.25K -60 -1%
GSBTD
947
Glenview State Bank Trust Department
Illinois
$336K +$252K +4,665 New
NHC
948
Nicholas Hoffman & Company
Georgia
$335K +$252K +4,650 New
PFO
949
Pathstone Family Office
New Jersey
$334K – – –
TC
950
Trilogy Capital
California
$334K +$165K +3,045 New
36 37
38
39 40