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Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
1476
McKinley Carter Wealth Services
West Virginia
$326K +$353K +1,437 New
PA
1477
PSI Advisors
Florida
$326K +$354K +1,440 New
HI
1478
Hendershot Investments
Virginia
$325K – – –
CMO
1479
Covenant Multifamily Offices
Texas
$325K +$78.6K +320 +29%
ABC
1480
Associated Banc-Corp
Wisconsin
$324K -$534K -2,175 -57%
EAM
1481
Evanson Asset Management
California
$324K -$127K -516 -27%
JWM
1482
Jupiter Wealth Management
Colorado
$323K +$340K +1,383 New
PPW
1483
Parcion Private Wealth
Washington
$321K -$19.6K -80 -5%
KPW
1484
Kore Private Wealth
New York
$319K -$467K -1,903 -57%
NFSG
1485
Newbridge Financial Services Group
Florida
$317K +$95.3K +388 +38%
BMCM
1486
Black Maple Capital Management
Wisconsin
$317K +$344K +1,400 New
BL
1487
Balentine LLC
Georgia
$316K -$231K -939 -40%
FA
1488
Faithward Advisors
Pennsylvania
$316K – – –
DY
1489
Dowling & Yahnke
California
$315K -$12.3K -50 -3%
SC
1490
SouthState Corp
Florida
$314K -$49.1K -200 -13%
HAS
1491
HBW Advisory Services
California
$314K +$26.8K +109 +9%
CAN
1492
Claraphi Advisory Network
United States
$313K -$83.3K -339 -20%
HFA
1493
Hoover Financial Advisors
Pennsylvania
$313K – – –
CWM
1494
Chronos Wealth Management
Florida
$310K +$336K +1,369 New
AFA
1495
American Financial Advisors
Georgia
$309K +$86K +350 +35%
BFC
1496
Bedel Financial Consulting
Indiana
$309K +$108K +439 +48%
OR
1497
Olympiad Research
Connecticut
$306K – – –
AFM
1498
Andesa Financial Management
Pennsylvania
$306K +$10.3K +42 +3%
SAMT
1499
Select Asset Management & Trust
Pennsylvania
$306K +$332K +1,351 New
UAS
1500
United Asset Strategies
New York
$305K -$43K -175 -12%
58 59
60
61 62