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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
3376
Parthenon LLC
Kentucky
$511K +$79.7K +265 +20%
VDI
3377
Vaughan David Investments
Illinois
$510K -$1.5K -5 -0.3%
AA
3378
AJ Advisors
Tennessee
$510K +$13.2K +44 +3%
CIM
3379
Contravisory Investment Management
Massachusetts
$509K -$25.6K -85 -5%
CAGAS
3380
Capital Advisory Group Advisory Services
Minnesota
$509K – – –
CA
3381
Clune & Associates
Illinois
$507K +$482K +1,604 New
MWM
3382
Mosley Wealth Management
California
$506K +$38.5K +128 +9%
MCP
3383
Militia Capital Partners
Nevada
$506K +$481K +1,600 New
ACC
3384
Acorn Creek Capital
Colorado
$504K +$115K +382 +31%
WFMPM
3385
Woodley Farra Manion Portfolio Management
Indiana
$504K – – –
CBTWT
3386
Community Bank & Trust (Waco, Texas)
Texas
$504K -$8.12K -27 -2%
IIL
3387
Insight Inv LLC
California
$503K +$479K +1,593 New
AGC
3388
Aspen Grove Capital
Colorado
$503K +$1.2K +4 +0.3%
FWP
3389
Forefront Wealth Partners
Texas
$503K +$478K +1,591 New
EB
3390
Exchange Bank
California
$502K -$4.81K -16 -1%
SCA
3391
Sippican Capital Advisors
Massachusetts
$502K – – –
EWS
3392
Eagle Wealth Strategies
New Jersey
$499K +$24.4K +81 +5%
V
3393
VeraBank
Texas
$499K +$14.4K +48 +3%
CFD
3394
Creative Financial Designs
Indiana
$498K -$95.3K -317 -17%
PFM
3395
Phillips Financial Management
Indiana
$497K +$21.6K +72 +5%
NIWA
3396
New Insight Wealth Advisors
California
$496K -$21.6K -72 -4%
FFWM
3397
Future Financial Wealth Management
Ohio
$496K – – –
NRW
3398
Nova R Wealth
Kansas
$496K -$16.8K -56 -3%
TPWA
3399
Twin Peaks Wealth Advisors
California
$496K +$36.4K +121 +8%
CWC
3400
Carolinas Wealth Consulting
North Carolina
$495K -$2.1K -7 -0.4%
134 135
136
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