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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2626
Bellevue Asset Management
Washington
$480K -$18.6K -90 -4%
UCB
2627
United Community Bank
South Carolina
$479K +$16.1K +78 +3%
TWM
2628
TMD Wealth Management
Arizona
$479K – – –
TA
2629
Trellis Advisors
Washington
$479K +$7.44K +36 +1%
KA
2630
KLCM Advisors
Wisconsin
$478K +$43K +208 +9%
SWM
2631
Stockman Wealth Management
Montana
$478K +$43.2K +209 +9%
CCM
2632
Carlson Capital Management
Minnesota
$477K +$5.17K +25 +1%
EA
2633
Echo45 Advisors
California
$476K -$228K -1,105 -31%
AIIMS
2634
Analyst IMS Investment Management Services
Israel
$476K – – –
DWA
2635
Dougherty Wealth Advisers
Minnesota
$476K – – –
FCA
2636
FLC Capital Advisors
California
$476K – – –
MWA
2637
Moser Wealth Advisors
Washington
$475K – – –
GP
2638
Geneva Partners
Wisconsin
$475K +$6.82K +33 +1%
SAM
2639
Strategy Asset Managers
California
$475K +$12K +58 +2%
LWP
2640
Lumature Wealth Partners
Georgia
$475K +$459K +2,221 +1,151%
MCM
2641
Monument Capital Management
Virginia
$474K +$213K +1,031 +75%
TVAMP
2642
Tennessee Valley Asset Management Partners
Tennessee
$473K +$8.89K +43 +2%
VI
2643
Versor Investments
New York
$473K +$496K +2,400 New
MAM
2644
McCarthy Asset Management
California
$470K – – –
IIC
2645
Integrated Investment Consultants
Michigan
$469K -$229K -1,106 -32%
PGH
2646
Partners Group Holding
Switzerland
$468K -$126K -608 -20%
PCFFS
2647
Pacific Center for Financial Services
California
$466K +$5.58K +27 +1%
ICP
2648
Interchange Capital Partners
Pennsylvania
$466K +$63.4K +307 +15%
RPCA
2649
Running Point Capital Advisors
California
$464K -$1.24K -6 -0.3%
TRIA
2650
Trail Ridge Investment Advisors
Colorado
$464K +$25.6K +124 +6%
104 105
106
107 108