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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1851
SkyOak Wealth
Michigan
$807K – – –
DTC
1852
Davidson Trust Company
Washington
$806K +$114K +2,338 +18%
PA
1853
Promethium Advisors
Maryland
$803K +$733K +15,080 New
DIM
1854
Delta Investment Management
California
$800K -$43.4K -892 -6%
MF
1855
Meridian Financial
Massachusetts
$799K -$19.6K -402 -3%
FFA
1856
Fragasso Financial Advisors
Pennsylvania
$798K -$266K -5,465 -27%
RC
1857
RBF Capital
California
$798K – – –
MAM
1858
Morse Asset Management
Connecticut
$798K +$730K +15,000 New
PCMH
1859
Polymer Capital Management (HK)
Hong Kong
$798K +$730K +15,000 New
FFO
1860
Fiduciary Family Office
Florida
$798K -$22.7K -467 -3%
FPB
1861
First PREMIER Bank
South Dakota
$798K -$4.18K -86 -0.6%
WEG
1862
World Equity Group
Illinois
$796K -$49.9K -1,025 -6%
SGK
1863
Steigerwald Gordon & Koch
Virginia
$795K -$4.62K -95 -0.6%
RG
1864
Renaissance Group
Kentucky
$794K -$15K -309 -2%
AWS
1865
Aspen Wealth Strategies
Colorado
$794K +$135K +2,773 +23%
SSWM
1866
Sheets Smith Wealth Management
North Carolina
$792K -$5.69K -117 -0.8%
HGWM
1867
Horst & Graben Wealth Management
Oregon
$792K +$39.8K +819 +6%
I2I
1868
Insight 2811 Inc
Illinois
$789K -$57.1K -1,175 -7%
GAG
1869
GM Advisory Group
New York
$789K -$33.7K -692 -4%
TLCM
1870
Twin Lakes Capital Management
California
$789K +$17.8K +365 +3%
SB
1871
Sunflower Bank
Texas
$788K -$5.74K -118 -0.8%
IPAM
1872
Investment Partners Asset Management
New Jersey
$788K +$20.4K +419 +3%
MIA
1873
MeadowBrook Investment Advisors
Michigan
$785K -$97.9K -2,013 -12%
MWS
1874
Maxwell Wealth Strategies
California
$783K -$1.38M -28,342 -67%
GSEP
1875
Golden State Equity Partners
California
$783K +$22K +452 +3%
73 74
75
76 77