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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1626
Cypress Wealth Services
California
$315K +$20.6K +218 +7%
CCM
1627
Check Capital Management
California
$315K – – –
SDAM
1628
Shulman DeMeo Asset Management
New York
$314K +$378 +4 +0.1%
HIM
1629
Hanlon Investment Management
New Jersey
$314K +$97.3K +1,029 +45%
VFPW
1630
Vantage Financial Partners (Wisconsin)
Wisconsin
$314K -$8.7K -92 -3%
WJA
1631
Willis Johnson & Associates
Texas
$313K +$41.9K +443 +15%
HTIM
1632
Harbour Trust & Investment Management
Indiana
$313K +$56.7K +600 +22%
GSWM
1633
Golden State Wealth Management
California
$313K -$17.5K -185 -5%
DDC
1634
DF Dent & Co
Maryland
$312K – – –
TTWM
1635
TCV Trust & Wealth Management
Virginia
$312K +$46.3K +490 +17%
CA
1636
Cornerstone Advisory
Maryland
$312K -$2.17K -23 -0.7%
LF
1637
Lee Financial
Texas
$311K +$311K +3,291 New
LBC
1638
Leigh Baldwin & Co
New York
$311K +$67K +709 +27%
TL
1639
Tradewinds LLC
North Carolina
$310K +$310K +3,274 New
FAM
1640
Formidable Asset Management
Ohio
$308K +$95 +1 +0%
TLA
1641
Tanglewood Legacy Advisors
Texas
$307K – – –
HAIM
1642
Hunter Associates Investment Management
Pennsylvania
$307K +$1.14K +12 +0.4%
ACG
1643
Allen Capital Group
Nebraska
$306K +$306K +3,239 New
SDWIA
1644
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$306K +$95 +1 +0%
GF
1645
Goodman Financial
Texas
$306K – – –
V
1646
VeraBank
Texas
$306K +$9.45K +100 +3%
OWA
1647
One Wealth Advisors
California
$306K -$21.7K -230 -7%
ACM
1648
Arcataur Capital Management
Wisconsin
$305K -$3.31K -35 -1%
PAA
1649
Peregrine Asset Advisers
Oregon
$305K +$95 +1 +0%
BG
1650
Bahl & Gaynor
Ohio
$304K -$17.3K -183 -5%
64 65
66
67 68