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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1301
TCFG Wealth Management
California
$429K +$402K +5,705 New
CCA
1302
Cora Capital Advisors
New Jersey
$428K -$23.2K -330 -5%
CSPIA
1303
Cary Street Partners Investment Advisory
Virginia
$426K -$62.3K -885 -14%
MMPW
1304
Mitchell McLeod Pugh & Williams
Alabama
$425K -$43.5K -618 -10%
FMC
1305
First Merchants Corp
Indiana
$424K +$397K +5,644 New
FFO
1306
Fiduciary Family Office
Florida
$420K +$13.4K +190 +4%
AIS
1307
AM Investment Strategies
Tennessee
$419K – – –
TGAM
1308
TBH Global Asset Management
Tennessee
$418K -$34.1K -484 -8%
EW
1309
Evoke Wealth
California
$416K +$390K +5,533 New
OL
1310
OneFund LLC
Florida
$414K +$9.71K +138 +3%
B
1311
Bellecapital
Switzerland
$414K +$190K +2,705 +97%
BIC
1312
Beach Investment Counsel
Pennsylvania
$413K – – –
CH
1313
Canton Hathaway
Rhode Island
$413K – – –
NAS
1314
Nicolet Advisory Services
Wisconsin
$413K +$14K +199 +4%
AIA
1315
Angeles Investment Advisors
California
$413K -$16.1K -229 -4%
HWA
1316
Heartwood Wealth Advisors
Virginia
$410K -$69.9K -993 -15%
PWS
1317
Precision Wealth Strategies
Missouri
$406K +$3.17K +45 +0.8%
SMA
1318
Sage Mountain Advisors
Georgia
$405K +$3.03K +43 +0.8%
AAS
1319
Ameritas Advisory Services
Nebraska
$404K -$332K -4,720 -47%
CIEP
1320
Constellation Investimentos e Participacoes
Brazil
$404K -$13.8K -196 -4%
MG
1321
Mather Group
Illinois
$403K +$208K +2,956 +123%
SWA
1322
Stratos Wealth Advisors
Ohio
$400K +$14.2K +202 +4%
PPW
1323
Parcion Private Wealth
Washington
$400K +$374K +5,317 New
MSFS
1324
Main Street Financial Solutions
Pennsylvania
$399K -$14K -199 -4%
HBW
1325
Hazlett, Burt & Watson
West Virginia
$396K +$169K +2,405 +84%
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