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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1426
BCU Wealth Advisors
Illinois
$598K +$539K +7,572 New
IP
1427
Intellectus Partners
California
$597K – – –
EWS
1428
Eagle Wealth Strategies
New Jersey
$595K +$536K +7,531 New
CASB
1429
Cape Ann Savings Bank
Massachusetts
$594K -$72.5K -1,018 -11%
WC
1430
Weil Company
California
$591K -$397K -5,578 -43%
LSA
1431
Lion Street Advisors
Texas
$591K -$88.3K -1,240 -14%
BRIA
1432
Balanced Rock Investment Advisors
Massachusetts
$589K +$531K +7,463 New
CT
1433
Caldwell Trust
Florida
$589K -$50.3K -707 -9%
VSQM
1434
V-Square Quantitative Management
Illinois
$589K +$315K +4,421 +146%
BHWM
1435
Bar Harbor Wealth Management
New Hampshire
$589K +$14.2K +200 +3%
PFG
1436
PAX Financial Group
Texas
$588K -$61.5K -864 -10%
JIP
1437
Jaffetilchin Investment Partners
Florida
$585K -$365K -5,126 -41%
CBNLCF
1438
Cognios Beta Neutral Large Cap Fund
Kansas
$584K -$33.7K -474 -6%
BWM
1439
Buckley Wealth Management
Nevada
$582K -$6.83K -96 -1%
FG
1440
Fiduciary Group
Georgia
$581K -$3.55M -49,931 -87%
LWL
1441
Leo Wealth LLC
Texas
$578K +$531K +7,459 New
III
1442
Independent Investors Inc
New York
$576K -$285K -4,000 -35%
QI
1443
Qtron Investments
Massachusetts
$576K +$110K +1,542 +27%
SRC
1444
Shufro Rose & Co
New York
$570K – – –
FNT
1445
First Nebraska Trust
Nebraska
$567K – – –
ARC
1446
Advisor Resource Council
Texas
$564K +$508K +7,141 New
PAM
1447
Palisade Asset Management
Minnesota
$562K +$44.8K +630 +10%
WKWM
1448
Walter & Keenan Wealth Management
Indiana
$562K -$67.3K -945 -12%
CG
1449
Clifford Group
Massachusetts
$559K -$55.7K -782 -10%
CA
1450
Crumly & Associates
Illinois
$558K +$43.3K +608 +9%
56 57
58
59 60