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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2076
Wayfinding Financial
Washington
$672K +$131K +2,686 +26%
II
2077
Ibex Investors
Colorado
$670K +$626K +12,815 New
VC
2078
Veracity Capital
Georgia
$669K -$20.8K -426 -3%
CSI
2079
Cross Staff Investments
New York
$669K -$4.54K -93 -0.7%
MCA
2080
Martin Capital Advisors
Texas
$668K -$24.4K -500 -4%
VCP
2081
Verus Capital Partners
Arizona
$664K +$16.6K +340 +3%
FWM
2082
Focused Wealth Management
New York
$664K +$15.1K +310 +3%
1IA
2083
1620 Investment Advisors
Massachusetts
$664K +$620K +12,702 New
SAM
2084
SignalPoint Asset Management
Missouri
$663K +$98 +2 +0%
PIA
2085
Pinion Investment Advisors
Kansas
$661K +$17.3K +354 +3%
HP
2086
Hyperion Partners
Pennsylvania
$660K – – –
AFS
2087
Annapolis Financial Services
Maryland
$659K -$18.2K -373 -3%
CBT
2088
CoreFirst Bank & Trust
Kansas
$658K -$22K -450 -3%
PFP
2089
Paragon Financial Partners
California
$658K +$1.51K +31 +0.2%
KFP
2090
KB Financial Partners
New Jersey
$656K +$56.7K +1,161 +10%
LFA
2091
Landmark Financial Advisors
Kentucky
$656K +$5.47K +112 +0.9%
SIG
2092
Sargent Investment Group
Maryland
$655K -$4.88K -100 -0.8%
SSWM
2093
Strait & Sound Wealth Management
California
$653K -$14.7K -300 -2%
CWS
2094
Cypress Wealth Services
California
$653K -$12.9K -265 -2%
GAAM
2095
Guinness Atkinson Asset Management
California
$652K +$13.1K +268 +2%
BG
2096
Benedetti & Gucer
Georgia
$651K +$608K +12,443 New
PSC
2097
Portman Square Capital
United Kingdom
$649K -$2.13M -43,562 -78%
RSA
2098
River Street Advisors
Illinois
$648K -$276K -5,648 -31%
KFA
2099
Krane Funds Advisors
New York
$647K -$97.3K -1,993 -13%
IDBONY
2100
Israel Discount Bank of New York
New York
$646K +$19.3K +396 +3%
82 83
84
85 86