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Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1776
Holderness Investments Company
North Carolina
$335K -$11.9K -47 -4%
TCWM
1777
Total Clarity Wealth Management
Illinois
$334K +$313K +1,231 New
EWM
1778
Endurance Wealth Management
Rhode Island
$333K – – –
PCA
1779
Peddock Capital Advisors
Massachusetts
$333K – – –
NGA
1780
Naples Global Advisors
Florida
$331K +$1.52K +6 +0.5%
KA
1781
Kercheville Advisors
Texas
$331K +$310K +1,220 New
SNBOSD
1782
Security National Bank of So Dak
Iowa
$331K +$310K +1,221 New
PCG
1783
Private Capital Group
Connecticut
$330K -$254 -1 -0.1%
PFA
1784
Professional Financial Advisors
Nebraska
$330K +$309K +1,217 New
EFSCE
1785
Enterprise Financial Services Corp (EFSC)
Missouri
$329K +$211K +829 +217%
MWC
1786
MKD Wealth Coaches
Michigan
$329K +$308K +1,214 New
FC
1787
Forte Capital
New York
$328K +$8.13K +32 +3%
BWAM
1788
Boyd Watterson Asset Management
Ohio
$328K +$27.4K +108 +10%
MAG
1789
MRA Advisory Group
New Jersey
$327K – – –
PCM
1790
Princeton Capital Management
New Jersey
$327K – – –
CWM
1791
Circle Wealth Management
New Jersey
$327K +$24.9K +98 +9%
ZF
1792
Zhang Financial
Michigan
$324K +$303K +1,195 New
LSA
1793
Lion Street Advisors
Texas
$323K +$303K +1,193 New
FMC
1794
First Merchants Corp
Indiana
$321K -$6.86K -27 -2%
EVC
1795
Eidelman Virant Capital
Missouri
$320K -$6.35K -25 -2%
ETCM
1796
Evolutionary Tree Capital Management
Virginia
$320K – – –
FRA
1797
Front Row Advisors
California
$319K – – –
UAS
1798
United Asset Strategies
New York
$318K – – –
DIM
1799
DC Investments Management
Virginia
$317K +$297K +1,170 New
BFC
1800
Blue Fin Capital
Rhode Island
$316K +$296K +1,167 New
70 71
72
73 74