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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1301
BridgePort Financial Solutions
Iowa
$302K +$66.5K +970 +32%
PPW
1302
Parcion Private Wealth
Washington
$302K +$274K +4,002 New
GITFIT
1303
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$302K – – –
SRC
1304
Shufro Rose & Co
New York
$301K -$34.3K -500 -10%
OAS
1305
Optivise Advisory Services
Tennessee
$301K +$3.5K +51 +1%
MPWT
1306
MassMutual Private Wealth & Trust
Connecticut
$301K -$51.7K -754 -16%
SL
1307
Sentry LLC
Tennessee
$300K -$48K -700 -15%
AIM
1308
Advyzon Investment Management
Illinois
$300K +$58.6K +855 +27%
AI
1309
AXS Investments
New York
$300K +$273K +3,977 New
PIM
1310
Platinum Investment Management
Australia
$299K -$22K -321 -7%
LSC
1311
Lesa Sroufe & Co
Washington
$299K – – –
MWM
1312
Modern Wealth Management
Kansas
$299K +$31K +452 +13%
FCCM
1313
First City Capital Management
Georgia
$299K -$43.7K -638 -14%
CRC
1314
Curi RMB Capital
Illinois
$298K +$9.94K +145 +4%
MWM
1315
Mission Wealth Management
California
$298K -$411 -6 -0.2%
CH
1316
Cromwell Holdings
Wyoming
$296K +$50.9K +743 +23%
KOCAA
1317
Knights of Columbus Asset Advisors
Connecticut
$296K +$269K +3,927 New
SMA
1318
Seven Mile Advisory
New Jersey
$295K +$268K +3,910 New
SFC
1319
SYM Financial Corp
Indiana
$293K -$38.4K -560 -13%
LIA
1320
Luken Investment Analytics
Tennessee
$293K – – –
VAM
1321
Verity Asset Management
North Carolina
$290K +$263K +3,844 New
FIB
1322
First Interstate Bank
Montana
$289K – – –
GEA
1323
Glen Eagle Advisors
New Jersey
$289K -$3.29K -48 -1%
CWM
1324
Compass Wealth Management
Connecticut
$289K – – –
CPSAC
1325
Chas P. Smith & Associates (CPS)
Florida
$289K +$685 +10 +0.3%
51 52
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