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Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1326
Headlands Technologies
Illinois
$488K +$538K +4,919 New
GF
1327
Goodman Financial
Texas
$487K -$59.9K -547 -10%
CWM
1328
Concentric Wealth Management
California
$487K -$7.11K -65 -1%
AIM
1329
Aspen Investment Management
Michigan
$484K +$328 +3 +0.1%
MWM
1330
Modera Wealth Management
New Jersey
$484K -$2.08K -19 -0.4%
MSAM
1331
Moloney Securities Asset Management
Missouri
$483K -$670K -6,119 -56%
CWM
1332
Circle Wealth Management
New Jersey
$482K +$108K +983 +25%
BCM
1333
Birmingham Capital Management
Alabama
$482K – – –
TA
1334
Tectonic Advisors
Texas
$482K +$285K +2,603 +116%
MW
1335
Marcum Wealth
Ohio
$481K -$26.3K -240 -5%
TFF
1336
The Family Firm
Maryland
$481K +$2.08K +19 +0.4%
ETH
1337
Exos TFP Holdings
New York
$481K +$258K +2,362 +95%
FAIM
1338
Financial Advocates Investment Management
Washington
$479K +$1.53K +14 +0.3%
BG
1339
Bahl & Gaynor
Ohio
$477K -$14.1K -129 -3%
PA
1340
PFG Advisors
Arizona
$474K +$125K +1,143 +31%
MTC
1341
McDaniel Terry & Co
Texas
$474K +$7.99K +73 +2%
WCA
1342
Westover Capital Advisors
Delaware
$473K – – –
RGF
1343
Retirement Guys Formula
Ohio
$473K +$54.3K +496 +12%
MFA
1344
Mayflower Financial Advisors
Massachusetts
$469K +$4.92K +45 +1%
MIP
1345
Marietta Investment Partners
Wisconsin
$468K – – –
MHIC
1346
Marble Harbor Investment Counsel
Massachusetts
$466K +$95.7K +875 +23%
TPA
1347
Trivium Point Advisory
Connecticut
$466K -$255K -2,334 -33%
CPIG
1348
Chicago Partners Investment Group
Illinois
$465K +$76.6K +700 +18%
KF
1349
Krilogy Financial
Missouri
$464K +$216K +1,972 +73%
MA
1350
Montag & Associates
Georgia
$464K -$22.1K -202 -4%
52 53
54
55 56