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Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
5051
Horizon Kinetics Asset Management
New York
$1.83M -$29.7K -104 -2%
HFS
5052
Horizon Financial Services
North Carolina
$1.83M +$364K +1,271 +25%
BFS
5053
Bare Financial Services
Pennsylvania
$1.83M +$164K +574 +10%
BNA
5054
BankChampaign National Association
Illinois
$1.83M +$38.9K +136 +2%
CCA
5055
Cottonwood Capital Advisors
Utah
$1.83M -$2K -7 -0.1%
CA
5056
Claris Advisors
Missouri
$1.83M +$11.4K +40 +0.6%
WHCFA
5057
William Howard & Co Financial Advisors
Tennessee
$1.83M -$28.6K -100 -2%
MWM
5058
MBE Wealth Management
Wisconsin
$1.82M +$33.5K +117 +2%
EFG
5059
Ehrlich Financial Group
California
$1.82M +$3.43K +12 +0.2%
PJC
5060
Phillip James Consulting
Minnesota
$1.81M – – –
BHWA
5061
Beacon Harbor Wealth Advisors
Virginia
$1.81M -$7.87M -27,514 -82%
CCWP
5062
Cedar Cove Wealth Partners
Minnesota
$1.81M -$23.2K -81 -1%
UFA
5063
Unify Financial Advisors
Florida
$1.81M -$24.6K -86 -1%
CW
5064
Curio Wealth
Maryland
$1.81M -$28K -98 -2%
AA
5065
Advisory Advocates
Michigan
$1.81M -$140K -490 -7%
TWA
5066
Tandem Wealth Advisors
Arizona
$1.81M +$78.9K +276 +5%
NP
5067
Ninepoint Partners
Ontario, Canada
$1.8M +$132K +463 +8%
CCP
5068
Cushing Capital Partners
Wisconsin
$1.8M -$3.15K -11 -0.2%
AFA
5069
AllGen Financial Advisors
Florida
$1.8M – – –
HNH
5070
Hopwood Nicholas Hunter
$1.8M +$6.01K +21 +0.3%
YIM
5071
Yoffe Investment Management
Pennsylvania
$1.8M – – –
DFC
5072
DBK Financial Counsel
Ohio
$1.8M -$45.2K -158 -2%
LFS
5073
Lutz Financial Services
Nebraska
$1.79M +$42.3K +148 +2%
LJCM
5074
Lee Johnson Capital Management
Texas
$1.79M -$460K -1,607 -21%
SC
5075
Schiavi & Co
Delaware
$1.79M +$998K +3,489 +129%
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203
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