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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2126
Beaird Harris Wealth Management
Texas
$432K +$143K +821 +60%
BMO
2127
Beck Mack & Oliver
New York
$431K -$26.2K -150 -6%
RWM
2128
Revisor Wealth Management
Ohio
$431K -$130K -744 -25%
RBFC
2129
Roman Butler Fullerton & Co
Missouri
$430K -$3.67K -21 -1%
HCM
2130
Howland Capital Management
Massachusetts
$429K -$239K -1,365 -39%
IBOK
2131
Independence Bank of Kentucky
Kentucky
$429K +$49.8K +285 +15%
OLVIG
2132
Oliver Lagore Vanvalin Investment Group
Michigan
$429K -$1.19M -6,824 -76%
EFA
2133
Edge Financial Advisors
Illinois
$428K -$8.74K -50 -2%
RW
2134
Rede Wealth
Virginia
$428K – – –
SFG
2135
Sovereign Financial Group
Connecticut
$428K +$14.9K +85 +4%
AIIMS
2136
Analyst IMS Investment Management Services
Israel
$427K +$377K +2,156 New
SP
2137
Sequent Planning
Nebraska
$426K +$67.1K +384 +23%
SIG
2138
Stonegate Investment Group
Alabama
$423K +$28.3K +162 +8%
WDL
2139
Well Done LLC
Michigan
$423K +$23.9K +137 +7%
CIC
2140
Cutler Investment Counsel
Oregon
$423K -$4.02K -23 -1%
ETIA
2141
Epic Trust Investment Advisors
Washington
$421K +$1.05K +6 +0.3%
PWM
2142
Proathlete Wealth Management
Florida
$420K -$1.75K -10 -0.5%
SM
2143
Sweeney & Michel
California
$420K +$524 +3 +0.2%
S4W
2144
Solutions 4 Wealth
Texas
$419K -$95.1K -544 -20%
CPG
2145
Cornerstone Planning Group
New Jersey
$418K +$44.7K +256 +14%
MCA
2146
MSH Capital Advisors
Arizona
$418K – – –
NL
2147
Navalign LLC
California
$417K -$8.39K -48 -2%
WCM
2148
Wedge Capital Management
North Carolina
$417K -$25.2K -144 -6%
MHWM
2149
Montz Harcus Wealth Management
Louisiana
$417K +$2.62K +15 +0.7%
FMC
2150
First Merchants Corp
Indiana
$416K -$12.1K -69 -3%
84 85
86
87 88