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Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1101
Beese Fulmer Investment Management
Ohio
$377K -$32.4K -178 -7%
KFGK
1102
Keystone Financial Group (Kentucky)
Kentucky
$376K -$87K -478 -16%
BCM
1103
BTC Capital Management
Iowa
$376K – – –
TFA
1104
Teamwork Financial Advisors
Texas
$376K +$217K +1,195 +89%
OFS
1105
OneAscent Financial Services
Alabama
$376K +$463K +2,543 New
JCM
1106
Jag Capital Management
Missouri
$373K -$191K -1,050 -29%
SVCP
1107
Silicon Valley Capital Partners
California
$373K +$459K +2,522 New
DT
1108
Diversified Trust
Tennessee
$371K -$1.27M -6,981 -74%
BOPW
1109
Brandywine Oak Private Wealth
Pennsylvania
$371K -$114K -627 -20%
PAMG
1110
Patton Albertson Miller Group
Tennessee
$366K -$87K -478 -16%
SC
1111
Savant Capital
Illinois
$365K +$9.64K +53 +2%
TWP
1112
Tempus Wealth Planning
California
$363K -$34.2K -188 -7%
BAM
1113
Bellevue Asset Management
Washington
$363K +$116K +638 +35%
MCM
1114
Mitchell Capital Management
Kansas
$362K -$220K -1,211 -33%
FG
1115
Fiduciary Group
Georgia
$362K +$30.2K +166 +8%
SCM
1116
Schnieders Capital Management
California
$361K -$141K -777 -24%
LJAC
1117
L.J. Altfest & Co
New York
$360K +$126K +692 +40%
SFO
1118
Stokes Family Office
Louisiana
$355K -$304K -1,672 -41%
ODG
1119
O'Dell Group
Ohio
$353K -$66K -363 -13%
FBFS
1120
First Business Financial Services
Wisconsin
$353K +$91K +500 +27%
AA
1121
AlphaMark Advisors
Kentucky
$352K +$178K +981 +70%
CCM
1122
Chiron Capital Management
Florida
$349K -$27.3K -150 -6%
HI
1123
Hudock Inc
Pennsylvania
$349K -$7.09K -39 -2%
CCA
1124
Clearwater Capital Advisors
Illinois
$348K – – –
PP
1125
PDS Planning
Ohio
$345K -$299K -1,642 -41%
43 44
45
46 47