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Name Holding Trade Value Shares
Change 		Change in
Stake
NCTC
3101
New Covenant Trust Company
Indiana
$785K +$82K +255 +11%
HC
3102
Hamilton Capital
Ohio
$782K -$36.3K -113 -4%
AFC
3103
Avise Financial Cooperative
California
$782K +$327K +1,016 +65%
OIS
3104
OneAscent Investment Solutions
Alabama
$781K +$43.4K +135 +6%
SAM
3105
Sagewood Asset Management
New York
$781K -$132K -411 -14%
SCA
3106
St. Clair Advisors
Ohio
$781K – – –
CA
3107
Cannon Advisors
North Carolina
$779K +$94.5K +294 +13%
PWA
3108
Primoris Wealth Advisors
Florida
$779K -$643 -2 -0.1%
VP
3109
Verum Partners
North Carolina
$778K +$103K +321 +14%
FVWA
3110
Foster Victor Wealth Advisors
South Carolina
$778K -$9.69M -30,132 -92%
CST
3111
Charles Schwab Trust
Nevada
$776K +$223K +693 +37%
HKIMG
3112
Hutchens & Kramer Investment Management Group
Indiana
$775K -$124K -387 -13%
PA
3113
Promethium Advisors
Maryland
$774K -$24.1K -75 -3%
MTIC
3114
Missouri Trust & Investment Company
Missouri
$773K – – –
LF
3115
Lee Financial
Texas
$773K -$93.9K -292 -10%
IAS
3116
Investment Advisory Services
Texas
$772K -$10.9K -34 -1%
HHCP
3117
Hilton Head Capital Partners
South Carolina
$771K +$6.43K +20 +0.8%
AIP
3118
Almanack Investment Partners
Pennsylvania
$771K +$498K +1,550 +155%
FB
3119
Finward Bancorp
Indiana
$771K -$20.9K -65 -2%
IMT
3120
Investment Management Trust
Massachusetts
$770K +$819K +2,547 New
BHC
3121
Bull Harbor Capital
Maryland
$769K +$818K +2,543 New
TW
3122
Traveka Wealth
California
$768K -$965 -3 -0.1%
SWM
3123
Shepherd Wealth Management
Ohio
$768K +$769K +2,393 New
VC
3124
Veracity Capital
Georgia
$768K -$125K -390 -13%
CFD
3125
Creative Financial Designs
Indiana
$767K +$125K +388 +18%
123 124
125
126 127