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Name Holding Trade Value Shares
Change 		Change in
Stake
PRTG
1376
Post Resch Tallon Group
New York
$483K – – –
LB
1377
Legacy Bridge
Iowa
$483K -$23.6K -250 -5%
AI
1378
AdvisorShares Investments
Maryland
$482K +$482K +5,100 New
LAM
1379
LOM Asset Management
$482K +$7.09K +75 +1%
WC
1380
Waterloo Capital
Texas
$481K +$66.7K +705 +16%
POIA
1381
Pin Oak Investment Advisors
Texas
$481K – – –
IFU
1382
iSAM Funds (UK)
United Kingdom
$480K +$480K +5,077 New
BL
1383
Balentine LLC
Georgia
$478K – – –
BW
1384
BXM Wealth
Colorado
$478K +$175K +1,850 +58%
AMBIA
1385
Allen Mooney & Barnes Investment Advisors
Georgia
$477K -$91K -962 -16%
GWM
1386
Glass Wealth Management
Texas
$475K -$945 -10 -0.2%
SI
1387
Severin Investments
Missouri
$473K +$473K +5,006 New
UAML
1388
US Asset Management LLC
Pennsylvania
$473K -$756 -8 -0.2%
WCM
1389
Washington Capital Management
Washington
$473K – – –
IWA
1390
IVC Wealth Advisors
Pennsylvania
$473K -$52.4K -554 -10%
TF
1391
TLWM Financial
Texas
$470K – – –
IIM
1392
Ipswich Investment Management
Massachusetts
$469K – – –
RT
1393
Rockland Trust
Massachusetts
$469K +$469K +4,956 New
VCM
1394
Virtue Capital Management
Tennessee
$468K +$225K +2,379 +53%
MAM
1395
Meeder Asset Management
Ohio
$468K -$1.27M -13,474 -73%
CWP
1396
Cyndeo Wealth Partners
Florida
$468K -$148K -1,567 -24%
AIM
1397
Athena Investment Management
California
$468K – – –
AIM
1398
Aspen Investment Management
Michigan
$467K -$10.4K -110 -2%
CIM
1399
CIM Investment Management
Pennsylvania
$467K -$479K -5,067 -51%
SFWA
1400
Summit Financial Wealth Advisors
Louisiana
$465K +$60K +635 +15%
54 55
56
57 58