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Name Holding Trade Value Shares
Change 		Change in
Stake
PAA
1551
Peregrine Asset Advisers
Oregon
$395K +$383K +3,301 New
SSWM
1552
Sheets Smith Wealth Management
North Carolina
$395K – – –
AA
1553
Aufman Associates
Pennsylvania
$395K – – –
OR
1554
Olympiad Research
Connecticut
$395K +$51.8K +446 +16%
IIC
1555
Integrated Investment Consultants
Michigan
$395K -$161K -1,383 -30%
TIM
1556
Tevis Investment Management
Texas
$395K – – –
IFA
1557
Index Fund Advisors
California
$394K +$382K +3,288 New
TFA
1558
Tranquilli Financial Advisor
New Jersey
$394K -$6.27K -54 -2%
AWM
1559
Aberdeen Wealth Management
Illinois
$393K – – –
FFA
1560
Farther Finance Advisors
California
$391K +$117K +1,005 +44%
FIBT
1561
First International Bank & Trust
North Dakota
$391K -$280K -2,413 -43%
FIB
1562
First Interstate Bank
Montana
$389K – – –
BHWM
1563
Bar Harbor Wealth Management
New Hampshire
$389K -$110K -949 -23%
BCA
1564
Bray Capital Advisors
Florida
$389K – – –
AI
1565
AdvisorShares Investments
Maryland
$387K -$8.59K -74 -2%
CWP
1566
Cyndeo Wealth Partners
Florida
$387K +$136K +1,171 +57%
SIP
1567
Stoneridge Investment Partners
Pennsylvania
$387K -$22.8K -196 -6%
MC
1568
Machina Capital
France
$386K +$27.3K +235 +8%
PL
1569
Plancorp LLC
Missouri
$386K +$28.6K +246 +8%
DI
1570
Diligent Investors
California
$385K +$58K +500 +18%
BFM
1571
Boston Financial Management
Massachusetts
$385K – – –
WFI
1572
West Family Investments
California
$385K -$37.5K -323 -9%
RDWM
1573
Red Door Wealth Management
Tennessee
$384K -$88.1K -759 -19%
GG
1574
Greenwood Gearhart
Arkansas
$384K +$11.6K +100 +3%
SFG
1575
Summit Financial Group
West Virginia
$384K -$163K -1,400 -30%
61 62
63
64 65