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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2301
Anchor Capital Advisors
Massachusetts
$587K -$93.2K -1,000 -14%
BIAS
2302
Beacon Investment Advisory Services
New Jersey
$587K -$5.59K -60 -1%
CI
2303
CX Institutional
Indiana
$587K +$72.7K +780 +14%
SWAG
2304
Spectrum Wealth Advisory Group
California
$586K -$9.31K -100 -2%
WANY
2305
Wealthspire Advisors (New York)
New York
$585K +$576K +6,180 New
WFPG
2306
Waller Financial Planning Group
Ohio
$584K -$55.9K -600 -9%
I
2307
INVST
Indiana
$584K +$3.73K +40 +0.7%
EMB
2308
Elefante Mark B
$583K +$142K +1,520 +33%
ME
2309
McIlrath & Eck
Washington
$582K – – –
BCM
2310
Bluefin Capital Management
New York
$581K -$965K -10,360 -63%
DLG
2311
Daniel L. Goodwin
$577K – – –
V
2312
VeraBank
Texas
$574K +$26.1K +280 +5%
WP
2313
WealthShield Partners
North Carolina
$574K +$110K +1,180 +24%
PFA
2314
Pettinga Financial Advisors
Indiana
$572K +$20.5K +220 +4%
GMA
2315
Goldstein Munger & Associates
California
$570K – – –
FA
2316
FMA Advisory
Pennsylvania
$570K +$11.2K +120 +2%
FMC
2317
First Merchants Corp
Indiana
$565K +$27.9K +300 +5%
WRM
2318
Weybosset Research & Management
Rhode Island
$562K +$7.45K +80 +1%
SICM
2319
Sustainable Insight Capital Management
New York
$561K -$632K -6,780 -53%
WIC
2320
Woodmont Investment Counsel
Tennessee
$561K – – –
AIFS
2321
A&I Financial Services
Colorado
$557K +$35.4K +380 +7%
HA
2322
Hamel Associates
New Jersey
$555K +$27.9K +300 +5%
SIA
2323
SeaBridge Investment Advisors
New Jersey
$553K – – –
CIC
2324
Crawford Investment Counsel
Georgia
$553K +$20.5K +220 +4%
WAM
2325
Winslow Asset Management
Ohio
$553K +$24.2K +260 +5%
91 92
93
94 95