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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
901
Thompson Investment Management
Wisconsin
$474K – – –
PGA
902
Portland Global Advisors
Maine
$473K – – –
TSMHT
903
Thurston Springer Miller Herd & Titak
Indiana
$469K -$74.8K -390 -12%
FAM
904
Formidable Asset Management
Ohio
$465K – – –
AF
905
Advisornet Financial
Minnesota
$464K -$4.99K -26 -0.9%
BCM
906
Brookstone Capital Management
Illinois
$462K -$117K -610 -18%
QCIG
907
Quad-Cities Investment Group
Iowa
$457K – – –
TWA
908
TCI Wealth Advisors
Arizona
$457K +$1.53K +8 +0.3%
PW
909
PUREfi Wealth
Massachusetts
$457K +$4.99K +26 +1%
SYBT
910
Stock Yards Bank & Trust
Kentucky
$456K -$69.4K -362 -12%
SW
911
SVB Wealth
Massachusetts
$454K -$35.9K -187 -7%
IP
912
Ignite Planners
California
$450K +$41.4K +216 +9%
PW
913
Paladin Wealth
Minnesota
$449K -$50.8K -265 -9%
DS
914
DRW Securities
Illinois
$448K +$76.9K +401 +17%
GFP
915
Gryphon Financial Partners
Ohio
$447K +$192 +1 +0%
JCM
916
Jacobi Capital Management
Pennsylvania
$446K +$3.26K +17 +0.6%
GAG
917
GM Advisory Group
New York
$446K -$3.07K -16 -0.6%
JSW
918
Journey Strategic Wealth
New Jersey
$446K +$505K +2,636 New
WH
919
Willner & Heller
California
$444K +$1.34K +7 +0.3%
CSPIA
920
Cary Street Partners Investment Advisory
Virginia
$444K +$56.6K +295 +13%
BWP
921
BSW Wealth Partners
Colorado
$442K +$154K +805 +44%
SS
922
SBI Securities
Japan
$442K -$2.44M -12,743 -83%
DMBA
923
Deseret Mutual Benefit Administrators
Utah
$440K +$282K +1,473 +131%
JSA
924
Jacobson & Schmitt Advisors
Wisconsin
$438K – – –
MA
925
MJP Associates
Connecticut
$436K +$25.1K +131 +5%