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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2801
Kelly Financial Services
Massachusetts
$441K +$7.47K +53 +2%
EWM
2802
Elmwood Wealth Management
California
$439K – – –
PW
2803
Pandora Wealth
Illinois
$439K – – –
LIG
2804
Lokken Investment Group
Delaware
$438K -$35.1K -249 -8%
PCM
2805
Perritt Capital Management
Illinois
$438K -$11.8K -84 -3%
HB
2806
Horizon Bancorp
Indiana
$436K +$236K +1,673 +122%
TSS
2807
Two Sigma Securities
New York
$435K -$77.8K -552 -15%
SCM
2808
Sunbeam Capital Management
Georgia
$434K +$3.52K +25 +0.8%
ACM
2809
Academy Capital Management
Texas
$433K -$4.93K -35 -1%
WWP
2810
Wise Wealth Partners
Arizona
$433K +$426K +3,022 New
HFS
2811
Heritage Financial Services
Massachusetts
$432K -$22K -156 -5%
THCM
2812
Taylor Hoffman Capital Management
Virginia
$432K +$14.7K +104 +4%
BMD
2813
Better Money Decisions
New Mexico
$431K – – –
XWM
2814
Xcel Wealth Management
Florida
$430K +$5.78K +41 +1%
CA
2815
Crane Advisory
California
$430K -$7.61K -54 -2%
BDWCC
2816
B&D White Capital Company
Texas
$430K +$423K +3,000 New
LT
2817
Legacy Trust
Michigan
$429K -$35.8K -254 -8%
ACM
2818
Ashford Capital Management
Delaware
$429K – – –
BCG
2819
Breakwater Capital Group
New Jersey
$429K -$197K -1,394 -32%
SCA
2820
Strathmore Capital Advisors
North Carolina
$428K +$395K +2,800 New
CGA
2821
Crescent Grove Advisors
Illinois
$428K -$70.5K -500 -14%
FS
2822
Ferguson Shapiro
Georgia
$428K -$13.5K -96 -3%
SL
2823
Salomon & Ludwin
Virginia
$428K +$16.9K +120 +4%
OFO
2824
OneAscent Family Office
Alabama
$427K -$270K -1,916 -39%
TIM
2825
Tortoise Investment Management
New York
$427K -$9.02K -64 -2%
111 112
113
114 115