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Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
2301
Patrick M. Sweeney & Associates
Illinois
$603K +$7.38K +120 +1%
GIA
2302
Guyasuta Investment Advisors
Pennsylvania
$602K – – –
AIM
2303
Advyzon Investment Management
Illinois
$602K -$1.23K -20 -0.2%
USB
2304
Union Savings Bank
Connecticut
$600K +$34.2K +556 +7%
ACM
2305
Arcataur Capital Management
Wisconsin
$599K -$3.07K -50 -0.6%
WWM
2306
WT Wealth Management
Arizona
$599K +$10.2K +166 +2%
WPC
2307
Waters Parkerson & Co
Louisiana
$598K +$36.9K +600 +7%
CWA
2308
Clearview Wealth Advisors
Oregon
$596K -$3.69K -60 -0.7%
ICP
2309
Interchange Capital Partners
Pennsylvania
$596K -$14.5K -236 -3%
RWM
2310
RBA Wealth Management
California
$596K -$4.53M -73,678 -90%
FFG
2311
Frisch Financial Group
New York
$596K +$37.7K +614 +8%
GD
2312
Grandfield & Dodd
New York
$596K +$42.5K +691 +9%
CWM
2313
Circle Wealth Management
New Jersey
$595K +$66.6K +1,084 +14%
AI
2314
Accredited Investors
Minnesota
$593K -$28.5K -464 -5%
FNBSF
2315
First National Bank Sioux Falls
South Dakota
$593K -$69.6K -1,133 -12%
EB
2316
Exchange Bank
California
$592K +$7.13K +116 +1%
HPM
2317
Hoxton Planning & Management
West Virginia
$591K +$10K +163 +2%
LA
2318
Lakeside Advisors
Washington
$591K +$369 +6 +0.1%
WCM
2319
Wellington Capital Management
Maryland
$591K +$2.59M +42,115 New
LCM
2320
Laurion Capital Management
New York
$591K -$19.3M -314,023 -97%
TC
2321
TFR Capital
Texas
$591K +$61.3K +998 +13%
BSTWA
2322
Blake Schutter Theil Wealth Advisors
Ohio
$590K -$29.1K -473 -5%
TCM
2323
Tran Capital Management
California
$590K – – –
CFA
2324
Cahill Financial Advisors
Minnesota
$589K -$12.4K -202 -2%
SAW
2325
Signal Advisors Wealth
Michigan
$586K +$29.8K +485 +6%
91 92
93
94 95