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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1776
Globeflex Capital
California
$1M – – –
PRWA
1777
Platte River Wealth Advisors
Colorado
$999K -$173K -3,464 -15%
OIM
1778
Opus Investment Management
Massachusetts
$998K – – –
BWM
1779
BigSur Wealth Management
Florida
$998K +$998K +20,000 New
FA
1780
Faithward Advisors
Pennsylvania
$996K +$399K +8,001 +67%
BFA
1781
Beacon Financial Advisory
Ohio
$992K +$38.4K +769 +4%
SCA
1782
Sage Capital Advisors
South Dakota
$991K +$5.49K +110 +0.6%
HWA
1783
Heartwood Wealth Advisors
Virginia
$990K +$75.8K +1,519 +8%
CG
1784
Corundum Group
Colorado
$990K +$258K +5,171 +35%
MCM
1785
Mork Capital Management
California
$988K – – –
SJIM
1786
St. Johns Investment Management
Florida
$988K -$145K -2,915 -13%
SAM
1787
Smartleaf Asset Management
Massachusetts
$987K +$387K +7,756 +64%
FIA
1788
Foundations Investment Advisors
Arizona
$985K -$222K -4,456 -18%
ACS
1789
Archford Capital Strategies
Illinois
$983K +$32.7K +655 +3%
PP
1790
PDS Planning
Ohio
$983K -$91.8K -1,839 -9%
FA
1791
Fountainhead AM
New Jersey
$981K +$520K +10,426 +113%
KFA
1792
Kapstone Financial Advisors
Ohio
$979K – – –
ALAM
1793
Asahi Life Asset Management
Japan
$977K -$540K -10,830 -36%
KFI
1794
Key Financial Inc
Pennsylvania
$974K -$24.9K -500 -2%
BAM
1795
Brave Asset Management
New Jersey
$974K +$48.3K +968 +5%
HR
1796
Howe & Rusling
New York
$973K -$14.2K -284 -1%
CHP
1797
Cable Hill Partners
Oregon
$972K – – –
ANBT
1798
American National Bank & Trust
Texas
$970K -$267K -5,350 -22%
1WM
1799
1858 Wealth Management
Ohio
$969K – – –
PM
1800
Penbrook Management
New York
$968K – – –
70 71
72
73 74