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Name Holding Trade Value Shares
Change 		Change in
Stake
GWI
2501
Grace & White Inc
New York
$373K – – –
RCG
2502
Regatta Capital Group
California
$373K +$1.62K +30 +0.4%
HFW
2503
Horizon Family Wealth
Illinois
$373K +$28.7K +532 +8%
LT
2504
Legacy Trust
Michigan
$371K +$41.4K +767 +12%
LFA
2505
Laraway Financial Advisors
Minnesota
$371K – – –
RA
2506
Rise Advisors
New York
$371K +$43.9K +813 +13%
PAA
2507
Peregrine Asset Advisers
Oregon
$368K +$369K +6,848 New
GFG
2508
Goldstone Financial Group
Illinois
$367K -$44.3K -821 -11%
SMH
2509
Sanders Morris Harris
Texas
$367K – – –
UF
2510
Univest Financial
Pennsylvania
$366K -$99.4K -1,843 -21%
PA
2511
Prossimo Advisors
California
$366K -$3.24K -60 -0.9%
DDPIC
2512
Deroy & Devereaux Private Investment Counsel
Michigan
$366K – – –
TWA
2513
Talisman Wealth Advisors
New Jersey
$366K -$13.1K -242 -3%
FIM
2514
Fernwood Investment Management
Massachusetts
$366K -$8.09K -150 -2%
FA
2515
Fortis Advisors
Pennsylvania
$365K – – –
SLG
2516
Stanley-Laman Group
Pennsylvania
$365K – – –
IA
2517
IFG Advisors
Missouri
$365K – – –
NCM
2518
NCM Capital Management
New Jersey
$365K -$10.8K -201 -3%
MCM
2519
MV Capital Management
Maryland
$364K +$11.3K +209 +3%
FWTB
2520
First Western Trust Bank
Colorado
$363K -$4.96K -92 -1%
GA
2521
Gateway Advisory
New Jersey
$363K +$50.6K +937 +16%
WP
2522
Westmount Partners
California
$363K +$45.5K +843 +14%
PWP
2523
Pursue Wealth Partners
California
$362K – – –
CA
2524
Corrado Advisors
New Jersey
$362K +$1.4K +26 +0.4%
EWP
2525
Engrave Wealth Partners
Texas
$361K +$37.5K +695 +12%
99 100
101
102 103