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Name Holding Trade Value Shares
Change 		Change in
Stake
FG
2251
Fairman Group
Pennsylvania
$512K – – –
AW
2252
Atlas Wealth
Ohio
$510K -$445K -1,951 -50%
MBI
2253
May Barnhard Investments
Maryland
$510K – – –
B
2254
Barings
North Carolina
$509K -$196K -860 -31%
SFG
2255
Sovereign Financial Group
Connecticut
$509K -$48.8K -214 -10%
MAM
2256
Meeder Asset Management
Ohio
$509K -$68.2K -299 -13%
MHWM
2257
Montz Harcus Wealth Management
Louisiana
$509K -$36.3K -159 -8%
RW
2258
Rede Wealth
Virginia
$509K -$49.7K -218 -10%
VCP
2259
Vista Capital Partners
Oregon
$508K +$1.14K +5 +0.3%
EP
2260
EPIQ Partners
Minnesota
$508K – – –
LGA
2261
Lebenthal Global Advisors
New York
$508K -$125K -547 -22%
RTC
2262
Riverview Trust Company
Washington
$507K +$17.1K +75 +4%
SC
2263
Schubert & Co
Texas
$507K +$7.07K +31 +2%
RFA
2264
Resurgent Financial Advisors
Georgia
$507K -$288K -1,264 -39%
RL
2265
Rogco LP
Oklahoma
$507K +$428K +1,876 +3,127%
CCM
2266
Condor Capital Management
New Jersey
$506K +$6.38K +28 +1%
WC
2267
Weil Company
California
$505K -$23.9K -105 -5%
DSC
2268
Duncker Streett & Co
Missouri
$504K – – –
CA
2269
Centerpoint Advisors
Massachusetts
$504K +$228 +1 +0.1%
NL
2270
Navalign LLC
California
$503K -$42.4K -186 -9%
EFSCE
2271
Enterprise Financial Services Corp (EFSC)
Missouri
$503K +$38.5K +169 +10%
BCM
2272
Boltwood Capital Management
California
$502K +$17.1K +75 +4%
NPFS
2273
Novak & Powell Financial Services
Florida
$502K – – –
GA
2274
Gateway Advisory
New Jersey
$501K -$13K -57 -3%
SL
2275
Sentinus LLC
Illinois
$500K +$32.4K +142 +8%
89 90
91
92 93