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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1876
Transamerica Financial Advisors
Florida
$636K -$5.11K -118 -0.8%
SAM
1877
Summit Asset Management
Tennessee
$635K +$16.4K +378 +3%
CIA
1878
Compass Ion Advisors
Pennsylvania
$635K +$2.86K +66 +0.5%
CCA
1879
Corps Capital Advisors
Texas
$635K +$25.4K +587 +4%
CCB
1880
Country Club Bank
Missouri
$634K -$121K -2,804 -16%
OL
1881
Optas LLC
Texas
$634K -$674K -15,562 -52%
UOTTAIMCU
1882
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$633K -$4.02M -92,726 -86%
VCM
1883
Virtue Capital Management
Tennessee
$632K -$221K -5,108 -26%
WDG
1884
Wealth Dimensions Group
Ohio
$632K +$9.79K +226 +2%
BCM
1885
Birmingham Capital Management
Alabama
$631K -$475K -10,975 -43%
JC
1886
Jacobs & Co
California
$631K -$46.2K -1,066 -7%
OC
1887
Oarsman Capital
Wisconsin
$630K -$515K -11,904 -45%
FFA
1888
Fragasso Financial Advisors
Pennsylvania
$629K -$29.4K -680 -4%
FFWA
1889
FRG Family Wealth Advisors
Washington
$628K +$10.8K +250 +2%
AFM
1890
Abbot Financial Management
Massachusetts
$628K – – –
XT
1891
XTX Topco
Cayman Islands
$625K -$387K -8,942 -38%
TSMHT
1892
Thurston Springer Miller Herd & Titak
Indiana
$624K +$73.5K +1,697 +13%
CUAMC
1893
China Universal Asset Management Company
China
$623K -$390K -8,995 -38%
AWE
1894
Avidian Wealth Enterprises
Texas
$622K +$34.4K +795 +6%
EWM
1895
Evolution Wealth Management
Florida
$620K +$621K +14,336 New
KF
1896
Krilogy Financial
Missouri
$620K -$346K -7,986 -36%
MWM
1897
Mascoma Wealth Management
New Hampshire
$619K -$23.1K -534 -4%
CI
1898
Cherokee Insurance
Michigan
$619K – – –
AWS
1899
Aspen Wealth Strategies
Colorado
$618K +$32.4K +749 +6%
CFA
1900
Cahill Financial Advisors
Minnesota
$617K +$12.3K +284 +2%
74 75
76
77 78