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Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
1951
New England Research & Management
Illinois
$844K -$711K -13,910 -45%
EGA
1952
E&G Advisors
Texas
$844K -$54.5K -1,066 -6%
IWP
1953
Insight Wealth Partners
Texas
$843K +$10.2K +200 +1%
AIM
1954
Athena Investment Management
California
$843K +$21.6K +423 +3%
WBCM
1955
Wilson & Boucher Capital Management
California
$842K +$51.1K +1,000 +6%
AAM
1956
Aureus Asset Management
Massachusetts
$842K -$14.1K -275 -2%
SIG
1957
Sky Investment Group
Connecticut
$840K -$5.62K -110 -0.7%
GLA
1958
Good Life Advisors
Pennsylvania
$839K -$1.4M -27,356 -62%
SW
1959
SkyOak Wealth
Michigan
$839K +$25.5K +500 +3%
H
1960
HoyleCohen
California
$839K -$93.5K -1,830 -10%
TIMH
1961
Tilt Investment Management Holdings
New York
$837K -$259K -5,073 -23%
SGK
1962
Steigerwald Gordon & Koch
Virginia
$837K +$35.3K +691 +4%
SCA
1963
Sippican Capital Advisors
Massachusetts
$835K +$12.5K +245 +2%
CRI
1964
Colonial River Investments
Virginia
$833K +$291K +5,700 +53%
CQS
1965
Credential Qtrade Securities
$831K -$13.9K -273 -2%
NME
1966
Notis-McConarty Edward
$830K -$101K -1,975 -11%
NAS
1967
Nicolet Advisory Services
Wisconsin
$830K -$87.1K -1,705 -9%
UCMOK
1968
United Capital Management of KS
Kansas
$828K +$102K +1,988 +14%
GBT
1969
Grove Bank & Trust
Florida
$827K -$93.9K -1,838 -10%
I2I
1970
Insight 2811 Inc
Illinois
$827K -$27K -528 -3%
WB
1971
West Bancorporation
Iowa
$826K -$11.8K -230 -1%
OWA
1972
Opal Wealth Advisors
New York
$825K +$23.5K +460 +3%
AFS
1973
Access Financial Services
Minnesota
$823K +$833K +16,294 New
LA
1974
LexAurum Advisors
Kansas
$823K -$6.23K -122 -0.7%
PCP
1975
Proficio Capital Partners
Massachusetts
$822K +$4.85K +95 +0.6%
77 78
79
80 81