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Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
1101
MMBG Investment Advisors
Florida
$722K – – –
DCM
1102
Dimension Capital Management
Florida
$721K – – –
LIM
1103
Leavell Investment Management
Alabama
$721K +$22.3K +250 +4%
AIM
1104
Advyzon Investment Management
Illinois
$720K -$190K -2,127 -23%
FAM
1105
Formidable Asset Management
Ohio
$718K +$654K +7,327 +274%
CBA
1106
Coastal Bridge Advisors
Connecticut
$716K -$7.41K -83 -1%
SI
1107
Severin Investments
Missouri
$715K -$625 -7 -0.1%
WF
1108
Williams Financial
Vermont
$713K -$11.2K -125 -2%
DT
1109
DV Trading
Illinois
$712K +$347K +3,882 +129%
ACM
1110
Aster Capital Management
United Arab Emirates
$711K +$614K +6,873 New
AAS
1111
Annex Advisory Services
Wisconsin
$710K +$32.8K +368 +6%
EFMC
1112
Empire Financial Management Company
New York
$710K -$70K -784 -10%
VCM
1113
Virtue Capital Management
Tennessee
$706K +$63.6K +713 +12%
BFO
1114
Boston Family Office
Massachusetts
$705K – – –
CT
1115
Chicago Trust
Illinois
$703K +$5.45K +61 +0.9%
WBCM
1116
Wilson & Boucher Capital Management
California
$698K -$8.93K -100 -1%
CSPIA
1117
Cary Street Partners Investment Advisory
Virginia
$696K +$177K +1,983 +42%
FNT
1118
First Nebraska Trust
Nebraska
$692K -$9.73K -109 -2%
FNBTCON
1119
First National Bank & Trust Co of Newtown
Pennsylvania
$691K -$48.6K -544 -8%
NCM
1120
Narwhal Capital Management
Georgia
$688K +$224K +2,510 +61%
SIA
1121
Soltis Investment Advisors
Utah
$685K -$144K -1,613 -20%
CWG
1122
Cornerstone Wealth Group
North Carolina
$684K +$50.5K +566 +9%
GFP
1123
Gryphon Financial Partners
Ohio
$681K +$323K +3,621 +122%
CWP
1124
Cyndeo Wealth Partners
Florida
$681K +$37.9K +425 +7%
GIM
1125
Goelzer Investment Management
Indiana
$680K -$146K -1,634 -20%
43 44
45
46 47