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Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
2076
Heritage Family Offices
Arizona
$212K +$42.1K +355 +21%
PEWA
2077
Pacific Excel Wealth Advisors
California
$212K +$241K +2,037 New
SS
2078
SBI Securities
Japan
$212K -$562K -4,742 -70%
EFSCE
2079
Enterprise Financial Services Corp (EFSC)
Missouri
$211K +$241K +2,034 New
AAM
2080
Aureus Asset Management
Massachusetts
$211K – – –
PM
2081
Penbrook Management
New York
$211K – – –
SA
2082
Scarborough Advisors
Maryland
$210K -$51.9K -438 -20%
APG
2083
Abacus Planning Group
South Carolina
$210K +$3.91K +33 +2%
MFT
2084
Moisand Fitzgerald Tamayo
Florida
$210K – – –
SCA
2085
Sippican Capital Advisors
Massachusetts
$209K -$51K -430 -18%
JC
2086
JB Capital
Connecticut
$209K +$1.19K +10 +0.5%
DOA
2087
D'Orazio & Associates
Virginia
$209K +$11.4K +96 +5%
MCA
2088
Millennium Capital Advisors
Arkansas
$209K – – –
JSA
2089
Jim Saulnier & Associates
Colorado
$209K +$238K +2,007 New
RT
2090
Rockland Trust
Massachusetts
$208K -$69.3K -585 -23%
RPWA
2091
Regent Peak Wealth Advisors
Georgia
$208K +$15.9K +134 +7%
UAS
2092
United Asset Strategies
New York
$208K -$186K -1,567 -44%
WAS
2093
Wealth Advisory Solutions
Indiana
$208K – – –
OPWM
2094
Oregon Pacific Wealth Management
Oregon
$207K -$2.37K -20 -1%
NCM
2095
NCM Capital Management
New Jersey
$207K +$236K +1,988 New
BAM
2096
BOS Asset Management
Illinois
$206K +$6.87K +58 +3%
SIG
2097
Spinnaker Investment Group
California
$206K +$34K +287 +17%
DA
2098
Doliver Advisors
Texas
$206K +$235K +1,980 New
NCMW
2099
Northern Capital Management (Washington)
Washington
$206K – – –
PWA
2100
Prairie Wealth Advisors
Nebraska
$205K – – –
82 83
84
85 86