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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
2851
Catalyst Investment Management
New Hampshire
$396K +$382K +5,143 New
GWI
2852
Grace & White Inc
New York
$396K – – –
HIM
2853
Hanlon Investment Management
New Jersey
$396K +$78.5K +1,058 +26%
E
2854
Evansbrook
Illinois
$395K +$380K +5,124 New
RBC
2855
Roble Belko & Company
Pennsylvania
$394K – – –
SL
2856
StoryOne LLC
Kansas
$394K – – –
FA
2857
Fiducient Advisors
Illinois
$393K – – –
WMP
2858
Wealth Management Partners
Arizona
$393K – – –
PHIC
2859
Pine Haven Investment Counsel
Massachusetts
$392K -$7.49K -101 -2%
IA
2860
Insight Advisors
Pennsylvania
$392K +$2K +27 +0.5%
WP
2861
Westmount Partners
California
$392K +$16K +215 +4%
PWP
2862
Ponta Wealth Partners
Florida
$392K +$377K +5,083 New
GI
2863
GLOBALT Investments
Georgia
$391K +$25.7K +347 +7%
KWM
2864
Kaydan Wealth Management
Michigan
$390K – – –
CB
2865
Centennial Bank
Arkansas
$390K -$7.42K -100 -2%
FFO
2866
Fortitude Family Office
Arizona
$389K +$5.57K +75 +2%
WG
2867
Watchman Group
Texas
$389K +$5.42K +73 +1%
MCA
2868
Magnolia Capital Advisors
Mississippi
$389K +$52.4K +706 +16%
LIA
2869
Lynx Investment Advisory
District of Columbia
$389K +$23.7K +319 +7%
RTC
2870
Riverview Trust Company
Washington
$388K – – –
LIP
2871
Lynch Investment Planning
Pennsylvania
$388K +$374K +5,034 New
NIWA
2872
New Insight Wealth Advisors
California
$387K – – –
PWM
2873
Palacios Wealth Management
Florida
$387K -$55.6K -750 -13%
MWMDPGFG
2874
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$387K +$373K +5,028 New
LAM
2875
Lifestyle Asset Management
Texas
$386K +$17.4K +234 +5%
113 114
115
116 117