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Name Holding Trade Value Shares
Change 		Change in
Stake
IPAM
2926
Investment Partners Asset Management
New Jersey
$8.9M -$32.5K -125 -0.4%
CASB
2927
Cape Ann Savings Bank
Massachusetts
$8.89M +$196K +752 +2%
HA
2928
Harfst & Associates
Wyoming
$8.89M +$2.08K +8 +0%
LWMI
2929
Landmark Wealth Management (Illinois)
Illinois
$8.89M -$260 -1 -0%
SWP
2930
Summit Wealth Partners
Florida
$8.88M +$4.73M +18,188 +108%
JCFM
2931
JBR Co Financial Management
Oklahoma
$8.88M – – –
P
2932
Paradiem
Louisiana
$8.88M – – –
HI
2933
Hudock Inc
Pennsylvania
$8.88M -$44.8K -172 -0.5%
BFA
2934
Blueprint Financial Advisors
North Carolina
$8.86M +$1.33M +5,116 +17%
MSFP
2935
Mark Sheptoff Financial Planning
Connecticut
$8.85M -$4.04M -15,525 -33%
CPA
2936
Cathy Pareto & Associates
Florida
$8.85M +$62.2K +239 +0.7%
CWA
2937
Centerline Wealth Advisors
Kentucky
$8.84M -$756K -2,906 -8%
EWP
2938
E-Wealth Partners
Minnesota
$8.83M -$69.7K -268 -0.8%
IAAG
2939
Innovative Asset Advisors Group
Connecticut
$8.8M +$9.03M +34,689 New
CC
2940
Commons Capital
Massachusetts
$8.8M +$125K +480 +1%
CFG
2941
Cambridge Financial Group
Ohio
$8.78M -$6.77K -26 -0.1%
CVM
2942
Cheviot Value Management
California
$8.77M -$20K -77 -0.2%
APA
2943
Astoria Portfolio Advisors
New York
$8.76M +$82.8K +318 +1%
VPW
2944
Variant Private Wealth
Virginia
$8.75M -$1.4M -5,382 -14%
VCM
2945
Vines Capital Management
Louisiana
$8.75M +$23.9K +92 +0.3%
MHWM
2946
Montz Harcus Wealth Management
Louisiana
$8.75M -$28.1K -108 -0.3%
QFW
2947
QTR Family Wealth
Florida
$8.74M -$267K -1,027 -3%
JCM
2948
Jacobsen Capital Management
Utah
$8.74M -$4.95K -19 -0.1%
WCAMG
2949
Woodard & Company Asset Management Group
North Carolina
$8.73M -$395K -1,516 -4%
YL
2950
YCG LLC
Texas
$8.73M -$6.05M -23,257 -40%
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