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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1701
Edgestream Partners
New Jersey
$1.18M -$22.3K -454 -2%
PP
1702
PDS Planning
Ohio
$1.18M +$20.8K +423 +2%
MFC
1703
Mechanics Financial Corp
Ohio
$1.17M +$90.3K +1,835 +9%
KIG
1704
Kowal Investment Group
Wisconsin
$1.17M -$16.4K -333 -1%
DA
1705
DCF Advisers
Connecticut
$1.16M +$123K +2,500 +13%
EAM
1706
Empirical Asset Management
Massachusetts
$1.16M +$216K +4,384 +24%
VFPI
1707
Vantage Financial Partners (Illinois)
Illinois
$1.16M -$24.6K -500 -2%
AWA
1708
Aaron Wealth Advisors
Illinois
$1.15M -$23.9K -485 -2%
GBT
1709
Grove Bank & Trust
Florida
$1.15M -$174K -3,531 -14%
BHBT
1710
Burke & Herbert Bank & Trust
Virginia
$1.15M -$150K -3,044 -12%
CIAS
1711
Capital Investment Advisory Services
North Carolina
$1.15M +$89.2K +1,814 +9%
CWM
1712
Chesapeake Wealth Management
Virginia
$1.14M +$99.7K +2,027 +10%
CFP
1713
Catalyst Financial Partners
Massachusetts
$1.14M +$109K +2,208 +11%
PWA
1714
Providence Wealth Advisors
Illinois
$1.14M -$67.6K -1,375 -6%
EGM
1715
Engineers Gate Manager
New York
$1.14M +$137K +2,787 +14%
WSC
1716
Wellington Shields & Co
New York
$1.14M -$14.8K -300 -1%
KLC
1717
Knowledge Leaders Capital
Colorado
$1.13M -$33.6K -684 -3%
PM
1718
Penbrook Management
New York
$1.13M – – –
LIM
1719
Longfellow Investment Management
Massachusetts
$1.13M +$119K +2,429 +12%
CNBT
1720
Cornerstone National Bank & Trust
Illinois
$1.13M +$1.08M +21,857 New
GG
1721
Gleason Group
Kentucky
$1.13M +$8.85K +180 +0.8%
AP
1722
Arlington Partners
Alabama
$1.13M +$109K +2,212 +11%
WCM
1723
Washington Capital Management
Washington
$1.13M – – –
NFA
1724
Northern Financial Advisors
Michigan
$1.12M -$24.4K -496 -2%
SFCL
1725
Strengthening Families & Communities LLC
Massachusetts
$1.12M +$1.07M +21,703 New
67 68
69
70 71