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Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
2901
Security National Bank of So Dak
Iowa
$358K -$16.1K -80 -4%
FA
2902
Fiduciary Alliance
South Carolina
$357K +$347K +1,720 New
WIA
2903
World Investment Advisors
California
$357K -$43.6K -216 -11%
FI
2904
Financial Insights
Washington
$357K +$25.8K +128 +8%
3IP
2905
3Chopt Investment Partners
Virginia
$357K +$346K +1,716 New
CCP
2906
Carmel Capital Partners
California
$355K – – –
CA
2907
Crumly & Associates
Illinois
$355K -$267K -1,325 -44%
TWA
2908
TPB Wealth Advisors
Texas
$353K -$807 -4 -0.2%
JEST
2909
JTC Employer Solutions Trustee
Jersey
$353K – – –
DA
2910
Dover Advisors
Virginia
$353K +$343K +1,699 New
DCM
2911
DGS Capital Management
New Jersey
$351K +$51K +253 +18%
WAM
2912
Worth Asset Management
Texas
$351K +$48.2K +239 +16%
DIA
2913
Dean Investment Associates
Ohio
$351K +$5.24K +26 +2%
BWA
2914
Burt Wealth Advisors
Maryland
$350K – – –
BMWM
2915
Brown Miller Wealth Management
Virginia
$350K – – –
BCM
2916
BTC Capital Management
Iowa
$349K +$339K +1,679 New
EW
2917
Enzi Wealth
Texas
$348K – – –
HPM
2918
Hoxton Planning & Management
West Virginia
$348K +$338K +1,677 New
SWM
2919
Seed Wealth Management
Illinois
$348K +$338K +1,674 New
CCB
2920
Cutter & Co Brokerage
Missouri
$347K -$30K -149 -8%
IPW
2921
Invictus Private Wealth
Colorado
$346K +$336K +1,667 New
MHR
2922
Matthew Hamilton Rosenberg
$346K – – –
W
2923
Wealthquest
Ohio
$345K -$7.87K -39 -2%
UBG
2924
United Bank (Georgia)
Georgia
$343K – – –
LF
2925
Lantz Financial
Illinois
$342K -$56.3K -279 -14%
115 116
117
118 119