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Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
1951
Fortitude Advisory Group
Washington
$983K -$4.86K -79 -0.6%
HPBT
1952
Hickory Point Bank & Trust
Illinois
$981K -$1.41K -23 -0.2%
UAML
1953
US Asset Management LLC
Pennsylvania
$981K -$2.21K -36 -0.3%
ACM
1954
Allred Capital Management
Texas
$979K +$1.6K +26 +0.2%
EWM
1955
Evermay Wealth Management
Virginia
$978K -$16.7K -271 -2%
CHAM
1956
Clear Harbor Asset Management
Connecticut
$978K +$44.9K +730 +5%
AWM
1957
Aberdeen Wealth Management
Illinois
$978K -$14.8K -241 -2%
HAM
1958
Harmony Asset Management
Arizona
$978K -$73.8K -1,201 -8%
WWC
1959
Waypoint Wealth Counsel
Georgia
$976K +$37.3K +607 +5%
IBOK
1960
Independence Bank of Kentucky
Kentucky
$975K -$67.6K -1,100 -7%
SIA
1961
Strategic Investment Advisors
Michigan
$974K +$30.5K +497 +4%
UIM
1962
Unified Investment Management
Georgia
$973K +$12.8K +209 +2%
BMC
1963
Beaton Management Company
Massachusetts
$972K +$38.5K +626 +5%
MFS
1964
Monetta Financial Services
Illinois
$971K – – –
CWM
1965
Connecticut Wealth Management
Connecticut
$970K -$11.9K -194 -1%
SCM
1966
Schnieders Capital Management
California
$969K +$31.9K +519 +4%
I2I
1967
Insight 2811 Inc
Illinois
$966K -$17.4K -283 -2%
SWM
1968
Sterling Wealth Management
Illinois
$966K +$855K +13,920 New
FAT
1969
First American Trust
California
$963K -$11.9K -193 -1%
FPB
1970
First PREMIER Bank
South Dakota
$963K -$40.9K -666 -5%
MF
1971
Meridian Financial
Massachusetts
$962K -$36.6K -595 -4%
OFS
1972
OneAscent Financial Services
Alabama
$959K +$1.54K +25 +0.2%
KA
1973
Klingman & Associates
New York
$957K +$190K +3,089 +29%
BWA
1974
Beam Wealth Advisors
Louisiana
$952K +$18.5K +301 +2%
RG
1975
Renaissance Group
Kentucky
$948K -$28.4K -462 -3%
77 78
79
80 81