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Name Holding Trade Value Shares
Change 		Change in
Stake
ADIM
1776
Alpha DNA Investment Management
Maryland
$766K +$850K +19,168 New
PCS
1777
Personal CFO Solutions
New Jersey
$763K -$5.55K -125 -0.7%
NCM
1778
Northside Capital Management
Oregon
$762K – – –
LHC
1779
Little House Capital
Massachusetts
$762K +$107K +2,406 +14%
CA
1780
Capital Advantage
California
$760K +$59.7K +1,346 +8%
SWM
1781
Salvus Wealth Management
New Jersey
$758K +$22.9K +516 +3%
SCA
1782
Sippican Capital Advisors
Massachusetts
$756K -$72K -1,624 -8%
BCM
1783
Birmingham Capital Management
Alabama
$755K +$4.44K +100 +0.5%
PP
1784
PDS Planning
Ohio
$755K +$7.81K +176 +0.9%
DA
1785
Doliver Advisors
Texas
$755K +$18K +405 +2%
PCM
1786
Perritt Capital Management
Illinois
$754K -$2.79K -63 -0.3%
FPB
1787
First PREMIER Bank
South Dakota
$753K +$17.1K +385 +2%
HWA
1788
HHM Wealth Advisors
Tennessee
$752K -$17.8K -402 -2%
SW
1789
SkyOak Wealth
Michigan
$751K +$4.08K +92 +0.5%
CCG
1790
Coastwise Capital Group
California
$751K +$189K +4,271 +29%
SMC
1791
Smith, Moore & Co
Missouri
$750K +$18.9K +425 +2%
SB
1792
Sunflower Bank
Texas
$749K -$223K -5,018 -21%
PMG
1793
ProVise Management Group
Florida
$749K +$100K +2,255 +14%
PB
1794
Pinnacle Bancorp
Nebraska
$744K – – –
CFG
1795
Cooper Financial Group
California
$744K +$46.5K +1,049 +6%
TCCM
1796
Timber Creek Capital Management
Massachusetts
$741K -$1.61M -36,200 -66%
TIA
1797
Tiemann Investment Advisors
California
$741K -$85.8K -1,934 -9%
DG
1798
DMC Group
Alabama
$741K -$17.6K -397 -2%
IWA
1799
IVC Wealth Advisors
Pennsylvania
$741K +$34.3K +772 +4%
HLOC
1800
H.L. Ormond & Company
North Carolina
$741K +$170K +3,839 +26%
70 71
72
73 74