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Name Holding Trade Value Shares
Change 		Change in
Stake
CMI
2201
Clare Market Investments
Texas
$323K -$10.7K -261 -3%
BCM
2202
Boltwood Capital Management
California
$320K -$20.5K -500 -7%
MCA
2203
Magnolia Capital Advisors
Mississippi
$320K +$24.7K +602 +9%
ACA
2204
Aptus Capital Advisors
Alabama
$319K -$77.1K -1,877 -21%
GFS
2205
GYL Financial Synergies
Connecticut
$319K -$17.4K -424 -6%
RWMH
2206
Riverpoint Wealth Management Holdings
Illinois
$318K +$2.34K +57 +0.8%
SAM
2207
Satovsky Asset Management
New York
$318K +$292K +7,104 New
OFG
2208
Oxford Financial Group
Indiana
$316K +$1.48K +36 +0.5%
KFA
2209
Krane Funds Advisors
New York
$316K +$290K +7,051 New
APW
2210
Acima Private Wealth
Virginia
$315K -$16.4K -400 -5%
HCM
2211
Hengehold Capital Management
Ohio
$315K +$493 +12 +0.2%
SDWIA
2212
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$315K +$289K +7,031 New
TF
2213
Trek Financial
Arizona
$314K -$331K -8,062 -53%
CIC
2214
Chase Investment Counsel
Virginia
$314K -$14.1K -342 -5%
XWM
2215
Xcel Wealth Management
Florida
$313K -$7.23K -176 -2%
OLA
2216
Oliver Luxxe Assets
New Jersey
$312K +$3.33K +81 +1%
GWI
2217
Grace & White Inc
New York
$311K – – –
LNWTC
2218
Laird Norton Wetherby Trust Company
Washington
$311K +$287K +6,977 New
GD
2219
Grandfield & Dodd
New York
$310K -$80.1K -1,949 -22%
OWP
2220
Obermeyer Wealth Partners
Colorado
$310K -$19K -463 -6%
MA
2221
MCF Advisors
Kentucky
$309K -$5.38K -131 -2%
CAL
2222
Capital Advisors Ltd
Ohio
$309K – – –
CG
2223
Cutler Group
California
$308K -$448K -10,912 -61%
SAM
2224
SP Asset Management
California
$308K -$10.3K -251 -4%
CG
2225
Corundum Group
Colorado
$308K +$53.1K +1,292 +23%
87 88
89
90 91