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Name Holding Trade Value Shares
Change
Change in
Stake
VAG
1301
VisionPoint Advisory Group
Texas
$220K -$22.9K -207 -9%
BCM
1302
Blume Capital Management
California
$219K – – –
FA
1303
Fagan Associates
New York
$219K – – –
MO
1304
McMillan Office
Michigan
$219K – – –
MFC
1305
Mechanics Financial Corp
Ohio
$219K – – –
MFWP
1306
Mosaic Family Wealth Partners
Missouri
$219K – – –
OAM
1307
Oberweis Asset Management
Illinois
$219K – – –
PHIMC
1308
Private Harbour Investment Management & Counsel
Ohio
$219K – – –
SCA
1309
STALEY CAPITAL ADVISERS
Pennsylvania
$219K – – –
DAM
1310
Davis Asset Management
California
$219K +$222K +2,000 New
AIS
1311
AM Investment Strategies
Tennessee
$219K – – –
PPWM
1312
Perissos Private Wealth Management
Oklahoma
$218K – – –
RWM
1313
Rialto Wealth Management
New York
$217K -$15.3K -138 -7%
AA
1314
Addison Advisors
Vermont
$217K – – –
LW
1315
Linscomb Wealth
Texas
$217K +$219K +1,978 New
SSWM
1316
Strait & Sound Wealth Management
California
$217K +$15.2K +137 +7%
AWM
1317
Avior Wealth Management
Nebraska
$217K +$219K +1,975 New
VHAM
1318
Van Hulzen Asset Management
California
$216K -$7.09K -64 -3%
EW
1319
Expressive Wealth
Illinois
$215K -$53.5K -483 -20%
OFS
1320
OneAscent Financial Services
Alabama
$215K +$217K +1,957 New
DP
1321
Dearborn Partners
Illinois
$214K -$99K -893 -31%
PGAM
1322
Princeton Global Asset Management
New Jersey
$214K – – –
TWM
1323
TRB Wealth Management
Texas
$214K +$216K +1,947 New
AFP
1324
Ausdal Financial Partners
Iowa
$213K +$216K +1,946 New
LI
1325
LMCG Investments
Massachusetts
$213K -$4.43K -40 -2%