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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
3151
Whelan Financial
California
$718K +$273K +806 +65%
OIS
3152
OneAscent Investment Solutions
Alabama
$717K +$692K +2,045 New
SFGP
3153
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$716K +$21.7K +64 +3%
PAM
3154
Paradigm Asset Management
New York
$715K – – –
AZ
3155
Alpha Zero
Florida
$715K +$32.5K +96 +5%
NCTC
3156
New Covenant Trust Company
Indiana
$714K -$21.3K -63 -3%
VIPI
3157
Vista Investment Partners II
Indiana
$714K -$120K -355 -15%
BWA
3158
Blodgett Wealth Advisors
California
$713K -$245K -725 -26%
BC
3159
Belmont Capital
California
$710K +$516K +1,526 +305%
NJIM
3160
Nabity-Jensen Investment Management
Nebraska
$710K +$15.2K +45 +2%
RPCA
3161
Running Point Capital Advisors
California
$709K +$105K +309 +18%
TWP
3162
Tower Wealth Partners
Pennsylvania
$709K -$157K -463 -19%
GSIS
3163
Global Strategic Investment Solutions
Arizona
$709K -$66.3K -196 -9%
APG
3164
Abacus Planning Group
South Carolina
$707K +$132K +389 +24%
ONGA
3165
O'Neil Global Advisors
California
$707K -$165K -489 -20%
LC
3166
Lincoln Capital
Nebraska
$706K – – –
GWP
3167
Gateway Wealth Partners
Wisconsin
$706K +$84.9K +251 +14%
JFA
3168
JNBA Financial Advisors
Minnesota
$704K +$338 +1 +0%
HP
3169
Haven Private
Florida
$702K +$33.2K +98 +5%
C1AG
3170
Client 1st Advisory Group
Florida
$701K – – –
SGCA
3171
Steel Grove Capital Advisors
Tennessee
$701K -$26.7K -79 -4%
MUAMU
3172
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$701K -$1.35M -4,000 -67%
HZ
3173
Hixon Zuercher
Ohio
$698K – – –
PSFG
3174
Park Square Financial Group
Georgia
$697K -$35.2K -104 -5%
MAM
3175
Marotta Asset Management
Virginia
$697K – – –
125 126
127
128 129