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Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
2101
Key Financial Inc
Pennsylvania
$60.7K +$1.43K +13 +2%
CPA
2102
Capital Performance Advisors
California
$60.3K +$62.9K +573 New
CFG
2103
CKW Financial Group
Hawaii
$60K -$11K -100 -15%
HB
2104
Horizon Bancorp
Indiana
$60K – – –
TC
2105
Tacita Capital
Ontario, Canada
$58.4K – – –
EFMH
2106
E Fund Management (HK)
Hong Kong
$58K +$60.1K +547 New
SWM
2107
Sanctuary Wealth Management
Idaho
$57.9K – – –
MWA
2108
Miller Wealth Advisors
Colorado
$56.8K +$330 +3 +0.6%
FFA
2109
Fairfield Financial Advisors
Massachusetts
$56.3K -$76.9K -700 -57%
OSNBOA
2110
Old Second National Bank of Aurora
Illinois
$52.9K – – –
HC
2111
Hoese & Co
Minnesota
$52.6K +$43.9K +400 +400%
GFPC
2112
Global Financial Private Client
Florida
$51.3K +$4.72K +43 +10%
TVWM
2113
Tower View Wealth Management
Wisconsin
$49.4K +$330 +3 +0.6%
OW
2114
Olistico Wealth
Oklahoma
$48.9K -$16.5K -150 -24%
DCM
2115
Davis Capital Management
Florida
$47.2K -$38.4K -350 -44%
WTA
2116
Washington Trust Advisors
Massachusetts
$46.5K – – –
CSWM
2117
Cassady Schiller Wealth Management
Ohio
$46.1K -$54.9K -500 -53%
GIM
2118
Gold Investment Management
Alberta, Canada
$46K – – –
NRG
2119
Nemes Rush Group
Michigan
$44K +$6.26K +57 +20%
VF
2120
VitalStone Financial
Texas
$43.8K +$220 +2 +0.5%
ZB
2121
Zions Bancorporation
Utah
$43.1K -$8.9K -81 -17%
HGA
2122
Hobbs Group Advisors
South Carolina
$42.3K +$110 +1 +0.2%
VWM
2123
Valley Wealth Managers
New Jersey
$42.2K +$16.5K +150 +60%
TIM
2124
Thompson Investment Management
Wisconsin
$42.1K – – –
RAM
2125
Riggs Asset Management
Pennsylvania
$42.1K +$989 +9 +2%
83 84
85
86 87