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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
3051
Capital Investment Management
Missouri
$489K +$745 +4 +0.1%
TAM
3052
Tucker Asset Management
Colorado
$489K +$24.6K +132 +5%
AA
3053
Aufman Associates
Pennsylvania
$489K -$8.93K -48 -2%
WSFG
3054
Wall Street Financial Group
Illinois
$488K -$41.1K -221 -7%
JRPIM
3055
Journey Retirement Planning & Investment Management
Idaho
$488K +$84.7K +455 +18%
CFG
3056
Compton Financial Group
Maryland
$488K – – –
GAB
3057
German American Bancorp
Indiana
$488K -$79.8K -429 -13%
CH
3058
Canton Hathaway
Rhode Island
$487K – – –
VH
3059
Visionary Horizons
Tennessee
$486K +$19.7K +106 +4%
FWM
3060
Focused Wealth Management
New York
$485K +$125K +673 +30%
SAM
3061
Sompo Asset Management
Japan
$485K +$20.5K +110 +4%
YIM
3062
Yoffe Investment Management
Pennsylvania
$485K – – –
WFP
3063
Worthington Financial Partners
Ohio
$485K -$15.6K -84 -3%
AWM
3064
Ameliora Wealth Management
Switzerland
$485K – – –
NAG
3065
Northstar Advisory Group
New Jersey
$484K +$544K +2,922 New
TWM
3066
Triton Wealth Management
Arizona
$484K -$15.6K -84 -3%
EL
3067
EWA LLC
Pennsylvania
$484K +$38.2K +205 +8%
WAM
3068
WealthTrust Asset Management
Florida
$483K +$1.86K +10 +0.3%
IPWA
3069
International Private Wealth Advisors
California
$483K +$543K +2,915 New
SRC
3070
Sage Rhino Capital
California
$483K +$558 +3 +0.1%
CIS
3071
Continental Investors Services
Washington
$483K +$64K +344 +15%
MFGM
3072
Marshall Financial Group (Maryland)
Maryland
$481K -$63.1K -339 -10%
BTIM
3073
BancFirst Trust & Investment Management
Oklahoma
$480K +$53.4K +287 +11%
PWA
3074
Prairie Wealth Advisors
Nebraska
$479K – – –
LSC
3075
Lesa Sroufe & Co
Washington
$479K +$75K +403 +16%
121 122
123
124 125