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Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
2301
Syverson Strege & Co
Iowa
$605K +$536K +8,715 New
PMSA
2302
Patrick M. Sweeney & Associates
Illinois
$603K +$7.38K +120 +1%
GIA
2303
Guyasuta Investment Advisors
Pennsylvania
$602K – – –
AIM
2304
Advyzon Investment Management
Illinois
$602K -$1.23K -20 -0.2%
USB
2305
Union Savings Bank
Connecticut
$600K +$34.2K +556 +7%
ACM
2306
Arcataur Capital Management
Wisconsin
$599K -$3.07K -50 -0.6%
WWM
2307
WT Wealth Management
Arizona
$599K +$10.2K +166 +2%
WPC
2308
Waters Parkerson & Co
Louisiana
$598K +$36.9K +600 +7%
CWA
2309
Clearview Wealth Advisors
Oregon
$596K -$3.69K -60 -0.7%
ICP
2310
Interchange Capital Partners
Pennsylvania
$596K -$14.5K -236 -3%
RWM
2311
RBA Wealth Management
California
$596K -$4.53M -73,678 -90%
FFG
2312
Frisch Financial Group
New York
$596K +$37.7K +614 +8%
GD
2313
Grandfield & Dodd
New York
$596K +$42.5K +691 +9%
CWM
2314
Circle Wealth Management
New Jersey
$595K +$66.6K +1,084 +14%
AI
2315
Accredited Investors
Minnesota
$593K -$28.5K -464 -5%
FNBSF
2316
First National Bank Sioux Falls
South Dakota
$593K -$69.6K -1,133 -12%
EB
2317
Exchange Bank
California
$592K +$7.13K +116 +1%
HPM
2318
Hoxton Planning & Management
West Virginia
$591K +$10K +163 +2%
LA
2319
Lakeside Advisors
Washington
$591K +$369 +6 +0.1%
WCM
2320
Wellington Capital Management
Maryland
$591K +$2.59M +42,115 New
LCM
2321
Laurion Capital Management
New York
$591K -$19.3M -314,023 -97%
TC
2322
TFR Capital
Texas
$591K +$61.3K +998 +13%
BSTWA
2323
Blake Schutter Theil Wealth Advisors
Ohio
$590K -$29.1K -473 -5%
TCM
2324
Tran Capital Management
California
$590K – – –
CFA
2325
Cahill Financial Advisors
Minnesota
$589K -$12.4K -202 -2%
91 92
93
94 95