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Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
3601
Guardian Investment Management
California
$407K -$1.92M -5,537 -82%
EFA
3602
Edge Financial Advisors
Illinois
$407K +$9.35K +27 +5%
BIA
3603
Bell Investment Advisors
California
$406K -$16.6K -48 -4%
BWG
3604
Berry Wealth Group
Texas
$405K -$748K -2,161 -65%
TCB
3605
Texas Capital Bancshares
Texas
$405K – – –
VFM
3606
Vision Financial Markets
Connecticut
$405K – – –
APWA
3607
Atlas Private Wealth Advisors
New Jersey
$404K -$453K -1,309 -53%
LSL
3608
Legacy Solutions LLC
Pennsylvania
$402K -$9.69K -28 -2%
PFT
3609
Providence First Trust
Arizona
$402K +$60.2K +174 +17%
AAM
3610
Austin Asset Management
Texas
$402K +$8.31K +24 +2%
LF
3611
LifeSteps Financial
California
$401K -$5.19K -15 -1%
HIF
3612
Hill Island Financial
Michigan
$401K -$20.8K -60 -5%
RRWA
3613
Rainey & Randall Wealth Advisors
Florida
$400K – – –
SWA
3614
Strategies Wealth Advisors
Michigan
$400K -$31.1K -90 -7%
MWM
3615
Momentous Wealth Management
Washington
$400K -$9.35K -27 -2%
NCM
3616
Neumann Capital Management
California
$399K -$692 -2 -0.2%
OAS
3617
Optivise Advisory Services
Tennessee
$399K +$3.81K +11 +1%
GA
3618
Greenspring Advisors
Maryland
$398K +$404K +1,166 New
CFC
3619
Coyle Financial Counsel
Illinois
$397K +$403K +1,164 New
SWM
3620
Silverlake Wealth Management
Vermont
$397K +$692 +2 +0.2%
SEA
3621
Stegent Equity Advisors
Texas
$395K -$36.7K -106 -8%
PFA
3622
Pathway Financial Advisors
Vermont
$395K +$400K +1,156 New
MLFP
3623
MPS Loria Financial Planners
Illinois
$393K +$346 +1 +0.1%
CWM
3624
Cedar Wealth Management
California
$392K +$30.5K +88 +8%
CB
3625
Centennial Bank
Arkansas
$391K -$1.73K -5 -0.4%
143 144
145
146 147