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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
3176
Scharf Investments
California
$1.99M +$692K +5,757 +62%
FL
3177
Fort LP
Maryland
$1.98M +$48.8K +406 +3%
ISG
3178
Investment Security Group
Colorado
$1.98M -$201K -1,669 -10%
PBF
3179
Petix & Botte Financial
California
$1.98M +$85K +707 +5%
XSC
3180
X-Square Capital
Puerto Rico
$1.96M +$435K +3,618 +32%
AW
3181
Avion Wealth
Texas
$1.96M +$324K +2,691 +22%
SFA
3182
Source Financial Advisors
New York
$1.96M +$1.77M +14,741 New
MPW
3183
MA Private Wealth
California
$1.95M -$5.69M -47,320 -76%
ACM
3184
Ariose Capital Management
Hong Kong
$1.95M +$1.77M +14,700 New
HCM
3185
Howard Capital Management
Georgia
$1.95M -$524K -4,358 -23%
SAM
3186
Soditic Asset Management
United Kingdom
$1.95M +$1.76M +14,660 New
MWM
3187
MorganRosel Wealth Management
Colorado
$1.93M +$67.1K +558 +4%
UCI
3188
Uncommon Cents Investing
Wisconsin
$1.92M +$842 +7 +0%
KW
3189
KWB Wealth
California
$1.92M +$1.74M +14,497 New
HJMC
3190
Hellman Jordan Management Company
Massachusetts
$1.92M -$668K -5,551 -28%
CFO
3191
CVA Family Office
Colorado
$1.91M +$32.1K +267 +2%
PMG
3192
Private Management Group
California
$1.91M +$28.9K +240 +2%
AI
3193
AdvisorShares Investments
Maryland
$1.91M +$354K +2,940 +26%
TW
3194
Towerpoint Wealth
California
$1.9M -$4.69K -39 -0.3%
HIC
3195
Harvey Investment Company
Kentucky
$1.9M – – –
CFC
3196
Coyle Financial Counsel
Illinois
$1.9M +$240K +1,997 +16%
PS
3197
Portfolio Strategies
New York
$1.89M +$173K +1,440 +11%
WAOI
3198
Wealth Advisors of Iowa
Iowa
$1.89M +$241K +2,000 +16%
EFG
3199
Everhart Financial Group
Ohio
$1.87M +$1.69M +14,066 New
SRC
3200
Stone Run Capital
New York
$1.86M +$139K +1,155 +9%
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128
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