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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2226
Basepoint Wealth
Iowa
$805K -$49.2K -663 -6%
CIC
2227
Chase Investment Counsel
Virginia
$805K -$19.8K -267 -2%
FWM
2228
Focused Wealth Management
New York
$803K +$32.2K +434 +4%
BAM
2229
Blueshift Asset Management
New Jersey
$803K +$773K +10,421 New
FFG
2230
Fiduciary Financial Group
California
$802K +$26.4K +356 +4%
NQWM
2231
Northwest Quadrant Wealth Management
Oregon
$801K +$25.3K +341 +3%
TCM
2232
Towercrest Capital Management
Pennsylvania
$800K +$44.5K +600 +6%
MA
2233
MBA Advisors
Pennsylvania
$800K -$15.9K -214 -2%
NFG
2234
Nadler Financial Group
Illinois
$800K +$2.67K +36 +0.3%
DOA
2235
D'Orazio & Associates
Virginia
$800K +$25.6K +345 +3%
CTA
2236
Clear Trail Advisors
Texas
$799K +$769K +10,366 New
FCFC
2237
First Citizens Financial Corp
Iowa
$797K -$58.2K -785 -7%
BWAM
2238
Boyd Watterson Asset Management
Ohio
$797K +$12.5K +169 +2%
AI
2239
Accredited Investors
Minnesota
$795K +$63.5K +856 +9%
LAM
2240
LOM Asset Management
$792K +$52.2K +703 +7%
SPF
2241
South Plains Financial
Texas
$792K -$64.2K -865 -8%
JWBC
2242
J.W. Burns & Co
New York
$791K – – –
SIA
2243
Strategic Investment Advisors
Michigan
$791K +$53.6K +723 +8%
PAM
2244
PCG Asset Management
New Jersey
$791K -$108K -1,460 -13%
DTL
2245
Dynamic Technology Lab
Singapore
$790K +$761K +10,261 New
ZCP
2246
Z3 Capital Partners
Virginia
$790K +$761K +10,251 New
APM
2247
Advanced Portfolio Management
New York
$789K +$760K +10,241 New
OFS
2248
Orrstown Financial Services
Pennsylvania
$788K -$67.6K -911 -8%
NAS
2249
NWF Advisory Services
California
$785K +$10.9K +147 +1%
MEG
2250
Millstone Evans Group
Colorado
$785K +$7.42K +100 +1%
88 89
90
91 92