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Name Holding Trade Value Shares
Change 		Change in
Stake
SBWIC
2301
Schaper Benz & Wise Investment Counsel
Wisconsin
$435K +$2.64K +46 +0.6%
SIS
2302
Sound Income Strategies
Florida
$434K -$105K -1,822 -19%
LA
2303
Legacy Advisors
Pennsylvania
$434K +$53.3K +929 +14%
KM
2304
Kalos Management
Georgia
$433K -$82.9K -1,445 -16%
VFM
2305
Vivid Financial Management
California
$433K -$18.1K -316 -4%
TFO
2306
Tarbox Family Office
California
$433K -$8.89K -155 -2%
CWA
2307
Carolina Wealth Advisors
South Carolina
$432K -$8.09K -141 -2%
BO
2308
BRR OpCo
Ohio
$429K -$9.99K -174 -2%
TFM
2309
TFC Financial Management
Massachusetts
$428K – – –
GAB
2310
German American Bancorp
Indiana
$427K +$12.3K +215 +3%
UWM
2311
USAdvisors Wealth Management
Minnesota
$427K +$144K +2,506 +49%
IF
2312
IRON Financial
Illinois
$426K -$40.5K -705 -8%
DA
2313
DCM Advisors
New York
$426K +$97.6K +1,700 +29%
IIA
2314
IPG Investment Advisors
California
$426K -$14.3K -250 -3%
VFP
2315
Verus Financial Partners
Virginia
$424K +$574 +10 +0.1%
MFW
2316
Meristem Family Wealth
Minnesota
$423K -$57.4K -1,000 -12%
BSSFA
2317
Baron Silver Stevens Financial Advisors
Florida
$423K +$13.9K +243 +3%
FC
2318
Fusion Capital
South Carolina
$422K +$19.2K +335 +5%
HWA
2319
Heartwood Wealth Advisors
Virginia
$421K +$431K +7,510 New
KS
2320
Karpas Strategies
Connecticut
$420K – – –
SFG
2321
SageGuard Financial Group
Tennessee
$419K -$40.1K -699 -9%
CCM
2322
Crew Capital Management
Ohio
$419K -$20.4K -355 -5%
GCAC
2323
Guardian Capital Advisors (Canada)
Ontario, Canada
$418K -$25.8K -450 -6%
TW
2324
Towerpoint Wealth
California
$418K -$517 -9 -0.1%
AAM
2325
Arabesque Asset Management
United Kingdom
$418K +$226K +3,938 +112%
91 92
93
94 95