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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1701
Barrett & Company
Rhode Island
$350K +$1.21K +10 +0.3%
MIM
1702
Merrion Investment Management
New Jersey
$349K – – –
MCCP
1703
Mission Creek Capital Partners
California
$349K -$87.1K -717 -19%
WSCM
1704
Wellington Shields Capital Management
New York
$348K – – –
AC
1705
Apella Capital
Connecticut
$348K -$12.1K -100 -3%
AWAU
1706
Alliance Wealth Advisors (Utah)
Utah
$347K +$18K +148 +5%
VFPW
1707
Vantage Financial Partners (Wisconsin)
Wisconsin
$347K +$2.31K +19 +0.6%
SEP
1708
Southland Equity Partners
Missouri
$347K -$24.8K -204 -6%
TWP
1709
Tempus Wealth Planning
California
$347K – – –
QFA
1710
Quantum Financial Advisors
California
$347K +$75.3K +620 +26%
DIM
1711
Delta Investment Management
California
$347K +$26.4K +217 +8%
ATI
1712
ARK & TLK Investments
Oklahoma
$347K +$24.2K +199 +7%
ST
1713
Smithfield Trust
Pennsylvania
$346K -$15.7K -129 -4%
CIP
1714
Convergence Investment Partners
Florida
$346K -$8.5K -70 -2%
FC
1715
Fulcrum Capital
Washington
$345K +$38.3K +315 +12%
LRIA
1716
Leonard Rickey Investment Advisors
Washington
$344K +$92.3K +760 +34%
FFO
1717
Fiduciary Family Office
Florida
$344K -$115K -951 -24%
OWM
1718
OneAscent Wealth Management
Alabama
$344K -$124K -1,022 -25%
GG
1719
Greenwood Gearhart
Arkansas
$344K – – –
AOWM
1720
Alpha Omega Wealth Management
Virginia
$342K +$1.34K +11 +0.4%
ATC
1721
Adirondack Trust Company
New York
$341K -$1.09K -9 -0.3%
TA
1722
TruWealth Advisors
Louisiana
$341K – – –
HAIM
1723
Hunter Associates Investment Management
Pennsylvania
$340K +$81.5K +671 +29%
JSW
1724
Journey Strategic Wealth
New Jersey
$340K +$143K +1,178 +66%
MCA
1725
Millennium Capital Advisors
Arkansas
$339K – – –
67 68
69
70 71