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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
876
Capital Planning Advisors
California
$2M -$550K -8,457 -22%
MCM
877
Mitchell Capital Management
Kansas
$1.99M +$95.4K +1,466 +5%
BL
878
BFSG LLC
California
$1.99M -$5.53M -85,060 -74%
DSC
879
Duncker Streett & Co
Missouri
$1.98M -$161K -2,481 -8%
RWA
880
River Wealth Advisors
Pennsylvania
$1.98M +$167K +2,561 +10%
SCM
881
SOL Capital Management
Maryland
$1.97M +$17.2K +265 +0.9%
SFS
882
Strategic Financial Services
New York
$1.97M -$42.9K -660 -2%
BAM
883
Belpointe Asset Management
Nevada
$1.97M +$426K +6,547 +29%
ISB
884
Iowa State Bank
Iowa
$1.97M +$20.7K +318 +1%
AF
885
Advisornet Financial
Minnesota
$1.96M +$66.8K +1,027 +4%
FMC
886
First Merchants Corp
Indiana
$1.95M +$83.1K +1,277 +5%
RIA
887
Regal Investment Advisors
Michigan
$1.95M +$1.86M +28,602 New
DAS
888
Dynamic Advisor Solutions
Arizona
$1.93M -$131K -2,007 -7%
TC
889
Telemus Capital
Michigan
$1.93M +$30.6K +471 +2%
TSWM
890
Triangle Securities Wealth Management
North Carolina
$1.92M +$51.9K +798 +3%
PA
891
PSI Advisors
Florida
$1.92M +$42.1K +647 +2%
GTAM
892
Global Trust Asset Management
Florida
$1.92M -$34.9K -537 -2%
JSL
893
JT Stratford LLC
Georgia
$1.91M +$202K +3,099 +12%
SAM
894
Sawgrass Asset Management
Florida
$1.91M +$39K +600 +2%
TC
895
TownSquare Capital
Utah
$1.91M +$148K +2,283 +9%
CAM
896
Costello Asset Management
Pennsylvania
$1.9M -$599K -9,205 -25%
UCI
897
Uncommon Cents Investing
Wisconsin
$1.9M +$725K +11,145 +67%
WAM
898
Westport Asset Management
Connecticut
$1.9M – – –
FB
899
Fulton Bank
Pennsylvania
$1.88M +$278K +4,278 +18%
ECM
900
EagleClaw Capital Management
Massachusetts
$1.88M -$248K -3,813 -12%
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