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Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1451
The Family Firm
Maryland
$546K +$1.46K +12 +0.3%
GAAM
1452
Guinness Atkinson Asset Management
California
$545K +$28.8K +237 +5%
CFG
1453
Cooper Financial Group
California
$543K +$274K +2,253 +90%
BFPW
1454
BOK Financial Private Wealth
Colorado
$543K +$70.9K +584 +14%
LA
1455
LBP AM
France
$542K – – –
ASG
1456
Ariston Services Group
California
$541K -$3.64K -30 -0.6%
MIP
1457
Marietta Investment Partners
Wisconsin
$540K – – –
VCP
1458
Verus Capital Partners
Arizona
$540K +$26.4K +217 +5%
VA
1459
Valmark Advisers
Ohio
$538K +$42.5K +350 +8%
VWA
1460
Visionary Wealth Advisors
Illinois
$538K -$53.7K -442 -9%
SP
1461
Successful Portfolios
Florida
$535K +$121 +1 +0%
DFG
1462
Delta Financial Group
New Jersey
$535K +$1.21K +10 +0.2%
EWS
1463
Evergreen Wealth Solutions
Pennsylvania
$532K -$13K -107 -2%
CFS
1464
CRA Financial Services
New Jersey
$529K – – –
SF
1465
Safeguard Financial
Wisconsin
$528K +$25.6K +211 +5%
CB
1466
Centennial Bank
Arkansas
$528K -$12.3K -101 -2%
AIM
1467
Athena Investment Management
California
$528K -$49.2K -405 -8%
SAI
1468
Systematic Alpha Investments
New Jersey
$527K – – –
BTWM
1469
Baker Tilly Wealth Management
Wisconsin
$524K -$1.05M -8,622 -65%
HBT
1470
Hills Bank & Trust
Iowa
$522K +$33.9K +279 +7%
9WM
1471
9258 Wealth Management
Ohio
$521K -$73.6K -606 -12%
BHWM
1472
Bar Harbor Wealth Management
New Hampshire
$520K -$42K -346 -7%
NIM
1473
Northeast Investment Management
Massachusetts
$519K – – –
MFA
1474
Mayflower Financial Advisors
Massachusetts
$518K -$7.41K -61 -1%
BEI
1475
Benjamin Edwards Inc
Missouri
$518K -$223K -1,836 -29%
57 58
59
60 61