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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
1151
Sonora Investment Management Group
Arizona
$969K +$387K +3,649 +60%
SAM
1152
SignalPoint Asset Management
Missouri
$965K -$8.28K -78 -0.8%
PP
1153
PDS Planning
Ohio
$963K +$10.2K +96 +1%
RWP
1154
RWA Wealth Partners
Massachusetts
$962K +$259K +2,436 +34%
HCM
1155
Huber Capital Management
California
$962K -$499K -4,700 -33%
CGL
1156
Clarius Group LLC
Washington
$959K +$284K +2,676 +38%
BW
1157
Basepoint Wealth
Iowa
$958K -$189K -1,784 -16%
FNBOH
1158
First National Bank of Hutchinson
Kansas
$956K -$4.35K -41 -0.4%
CCG
1159
Catalina Capital Group
California
$956K +$308K +2,905 +43%
PCA
1160
Pallas Capital Advisors
Massachusetts
$956K +$246K +2,313 +32%
SMA
1161
Sage Mountain Advisors
Georgia
$953K +$262K +2,472 +35%
PA
1162
Probity Advisors
Texas
$951K +$47.1K +444 +5%
GRP
1163
Global Retirement Partners
California
$950K +$104K +981 +11%
MGIA
1164
Matthew Goff Investment Advisor
Texas
$940K +$9.24K +87 +0.9%
ANTB
1165
AMG National Trust Bank
Colorado
$935K +$137K +1,295 +16%
ESB
1166
Essex Savings Bank
Connecticut
$933K +$86.2K +812 +9%
HCM
1167
Howard Capital Management
Georgia
$932K +$143K +1,348 +17%
ADIM
1168
Alpha DNA Investment Management
Maryland
$928K -$1.27K -12 -0.1%
DBIA
1169
Dumont & Blake Investment Advisors
New Jersey
$925K +$3.29K +31 +0.3%
SCI
1170
Stableford Capital II
Arizona
$924K -$18.8K -177 -2%
CA
1171
Callahan Advisors
Texas
$924K +$79.9K +753 +9%
NL
1172
Navalign LLC
California
$920K +$27.7K +261 +3%
HA
1173
Harbor Advisors
Florida
$920K – – –
KB
1174
Kimelman & Baird
New York
$917K – – –
WG
1175
Welch Group
Alabama
$915K -$108K -1,014 -10%
45 46
47
48 49