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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
976
Core Alternative Capital
Georgia
$27.4K +$2.55K +1 +10%
SA
977
SRH Advisors
Kansas
$27K – – –
FMTCOCP
978
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K -$7.65K -3 -23%
FWM
979
Focused Wealth Management
New York
$24.9K – – –
OIA
980
Optimum Investment Advisors
Illinois
$24.9K – – –
PWMG
981
Prestige Wealth Management Group
New Jersey
$24.9K – – –
IBOK
982
Independence Bank of Kentucky
Kentucky
$24.9K +$25.5K +10 New
BC
983
Belmont Capital
California
$22.4K -$7.65K -3 -25%
AP
984
Arlington Partners
Alabama
$22.4K – – –
BONH
985
Bank of New Hampshire
New Hampshire
$22.4K – – –
SC
986
SouthState Corp
Florida
$19.9K -$12.8K -5 -38%
PMFA
987
Plante Moran Financial Advisors
Michigan
$19.9K – – –
AF
988
Advisornet Financial
Minnesota
$19.9K +$2.55K +1 +14%
HF
989
Halpern Financial
Virginia
$18.7K +$20.4K +8 New
JWA
990
JFS Wealth Advisors
Pennsylvania
$17.5K -$2.55K -1 -13%
BIA
991
Bell Investment Advisors
California
$17.5K – – –
CSPIA
992
Cary Street Partners Investment Advisory
Virginia
$17.5K – – –
LFG
993
Larson Financial Group
Missouri
$17.5K – – –
SSB
994
Sandy Spring Bank
Maryland
$17.5K – – –
WTG
995
West Tower Group
Virginia
$17.5K +$17.9K +7 New
TAIM
996
TD Ameritrade Investment Management
Nebraska
$17K -$7.65K -3 -30%
BC
997
Bartlett & Co
Ohio
$15K – – –
FMP
998
Financial Management Professionals
Texas
$15K +$2.55K +1 +20%
GKIM
999
GW&K Investment Management
Massachusetts
$15K +$15.3K +6 New
BWA
1000
BDO Wealth Advisors
Florida
$15K +$10.2K +4 +200%
38 39
40
41 42