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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2301
AdvisorShares Investments
Maryland
$539K +$520K +9,100 New
CI
2302
Cherokee Insurance
Michigan
$539K +$520K +9,100 New
FA
2303
FDx Advisors
Illinois
$538K +$110K +1,921 +27%
S
2304
Sunpointe
Missouri
$537K +$206K +3,614 +66%
KF
2305
KKM Financial
Illinois
$537K – – –
GAM
2306
Griffin Asset Management
New York
$536K +$72K +1,260 +16%
EAM
2307
Everstar Asset Management
North Carolina
$536K -$160K -2,805 -24%
PWA
2308
Provenance Wealth Advisors
Florida
$536K -$1.47M -25,775 -74%
ICP
2309
Interchange Capital Partners
Pennsylvania
$535K -$131K -2,292 -20%
TIM
2310
Tortoise Investment Management
New York
$535K -$19.1K -335 -4%
ZIG
2311
Zuckerman Investment Group
Illinois
$535K -$3.94K -69 -0.8%
BAWM
2312
Bennett Associates Wealth Management
Pennsylvania
$535K -$17.5K -307 -3%
AI
2313
Accredited Investors
Minnesota
$533K +$5.37K +94 +1%
BSTWA
2314
Blake Schutter Theil Wealth Advisors
Ohio
$533K -$8.28K -145 -2%
GF
2315
Gimbal Financial
Indiana
$532K -$16.2K -284 -3%
OFA
2316
Oak Family Advisors
Illinois
$532K +$236K +4,130 +85%
AG
2317
AmeriFlex Group
Nevada
$531K +$500K +8,760 New
SMWM
2318
Silvia McColl Wealth Management
California
$530K -$3.25K -57 -0.6%
SMC
2319
Smith, Moore & Co
Missouri
$530K -$17.6K -308 -3%
NSB
2320
Norway Savings Bank
Maine
$530K +$14.4K +253 +3%
SPWG
2321
Syntegra Private Wealth Group
Missouri
$528K +$3.14K +55 +0.6%
TW
2322
Transform Wealth
Colorado
$528K -$36.3K -635 -7%
CWA
2323
Clearview Wealth Advisors
Oregon
$527K -$3.83K -67 -0.7%
NPT
2324
National Philanthropic Trust
Pennsylvania
$527K +$184K +3,229 +57%
AWA
2325
AmeriServ Wealth Advisors
Pennsylvania
$527K +$509K +8,904 New
91 92
93
94 95