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Name Holding Trade Value Shares
Change 		Change in
Stake
ADMI
1001
Albert D. Mason Inc
Massachusetts
$898K +$1.06K +17 +0.1%
SAG
1002
SageView Advisory Group
California
$895K +$39.1K +625 +4%
1SB
1003
1ST Source Bank
Indiana
$895K +$82.3K +1,316 +10%
SIC
1004
SFE Investment Counsel
California
$894K -$3.4M -54,314 -78%
TAM
1005
Trust Asset Management
Texas
$891K – – –
RWB
1006
RMR Wealth Builders
New Jersey
$886K -$39.5K -632 -4%
PA
1007
PSI Advisors
Florida
$885K -$128K -2,052 -12%
VVP
1008
Venture Visionary Partners
Ohio
$885K +$19.3K +309 +2%
CBTWT
1009
Community Bank & Trust (Waco, Texas)
Texas
$885K -$341K -5,445 -27%
TFA
1010
Transamerica Financial Advisors
Florida
$885K – – –
TWA
1011
TCI Wealth Advisors
Arizona
$885K -$54.2K -867 -5%
B
1012
Bailard
California
$884K -$667K -10,662 -42%
P
1013
&Partners
Tennessee
$884K +$599K +9,571 +178%
NG
1014
Northstar Group
New York
$883K -$16.3K -260 -2%
MWA
1015
Midland Wealth Advisors
Illinois
$881K -$85.4K -1,366 -8%
IIL
1016
Insight Inv LLC
California
$879K -$169K -2,700 -15%
CHC
1017
City Holding Co
West Virginia
$879K -$170K -2,712 -15%
MIA
1018
MeadowBrook Investment Advisors
Michigan
$878K +$42.8K +685 +5%
FIA
1019
Foundations Investment Advisors
Arizona
$872K +$79.3K +1,268 +9%
KS
1020
Karpas Strategies
Connecticut
$869K +$5.19K +83 +0.6%
ICP
1021
Interchange Capital Partners
Pennsylvania
$865K +$917K +14,652 New
WANY
1022
Wealthspire Advisors (New York)
New York
$864K -$317K -5,064 -26%
VWA
1023
Visionary Wealth Advisors
Illinois
$860K -$2.85M -45,620 -76%
KCM
1024
Knoll Capital Management
Florida
$857K – – –
VFPI
1025
Vantage Financial Partners (Illinois)
Illinois
$856K -$34.4K -550 -4%
39 40
41
42 43