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Name Holding Trade Value Shares
Change 		Change in
Stake
BBWP
3151
Beacon Bridge Wealth Partners
Pennsylvania
$280K -$458 -2 -0.2%
FDS
3152
Freedom Day Solutions
Texas
$279K – – –
CCG
3153
Coastwise Capital Group
California
$279K +$229 +1 +0.1%
IA
3154
Inspire Advisors
Idaho
$279K +$268K +1,173 New
VIA
3155
Virtus Investment Advisers
Connecticut
$277K +$53.1K +232 +25%
VCM
3156
Vivaldi Capital Management
Illinois
$276K +$60.4K +264 +29%
CGA
3157
Crescent Grove Advisors
Illinois
$275K -$1.14K -5 -0.4%
FL
3158
Fort LP
Maryland
$275K -$105K -459 -28%
AR
3159
Apeiron RIA
Texas
$274K -$10.5K -46 -4%
AA
3160
AJ Advisors
Tennessee
$273K +$458 +2 +0.2%
ODG
3161
O'Dell Group
Ohio
$273K -$11.9K -52 -4%
HCC
3162
Hirtle Callaghan & Co
Pennsylvania
$271K -$33.2K -145 -11%
RB
3163
Rodgers Brothers
Pennsylvania
$270K +$22.4K +98 +9%
MLFP
3164
MPS Loria Financial Planners
Illinois
$270K – – –
BDFN
3165
Bond & Devick Financial Network
Minnesota
$270K -$6.87K -30 -3%
SWK
3166
Stephen W. Kidder
$269K +$259K +1,132 New
COCM
3167
Charter Oak Capital Management
New Hampshire
$268K +$55.4K +242 +27%
FWM
3168
Fortress Wealth Management
California
$266K – – –
BRA
3169
Bender Robert & Associates
California
$266K – – –
BO
3170
Bank OZK
Arkansas
$266K -$45.1K -197 -15%
CWM
3171
Cherrydale Wealth Management
New Jersey
$263K +$9.84K +43 +4%
HCM
3172
Hilton Capital Management
New York
$261K +$10.3K +45 +4%
GWAG
3173
Garrett Wealth Advisory Group
Texas
$261K +$252K +1,099 New
PCA
3174
Providence Capital Advisors
North Carolina
$261K -$30.9K -135 -11%
MIM
3175
Marco Investment Management
Georgia
$261K +$4.35K +19 +2%
125 126
127
128 129