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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
3076
AtlasMark Financial
Texas
$221K – – –
SIAM
3077
Sterling Investment Advisors (Missouri)
Missouri
$220K – – –
VF
3078
VitalStone Financial
Texas
$220K +$68.6K +428 +46%
CCM
3079
Condor Capital Management
New Jersey
$220K -$2.07M -12,940 -90%
AWM
3080
Aprio Wealth Management
Georgia
$220K +$224K +1,395 New
BAG
3081
Briggs Advisory Group
Rhode Island
$219K +$2.56K +16 +1%
RWRC
3082
R.W. Roge & Company
New York
$218K – – –
BBW
3083
Blue Barn Wealth
Utah
$217K -$15.4K -96 -6%
MWA
3084
Motive Wealth Advisors
Michigan
$217K +$4.65K +29 +2%
CCM
3085
Chiron Capital Management
Florida
$217K +$16K +100 +8%
QCIG
3086
Quad-Cities Investment Group
Iowa
$217K – – –
PA
3087
Parkside Advisors
California
$216K -$29.2K -182 -12%
RMCM
3088
Reynders McVeigh Capital Management
Massachusetts
$216K +$220K +1,373 New
PP
3089
PFS Partners
New Jersey
$216K -$3.85K -24 -2%
PP
3090
Pegasus Partners
Wisconsin
$215K – – –
HHAA
3091
Henry H. Armstrong Associates
Pennsylvania
$215K +$2.73K +17 +1%
ACP
3092
Arcus Capital Partners
Georgia
$214K +$160 +1 +0.1%
MCI
3093
MRP Capital Investments
Georgia
$214K – – –
FAM
3094
Fenimore Asset Management
New York
$213K +$160 +1 +0.1%
MAWCM
3095
Mine & Arao Wealth Creation & Management
California
$213K -$10.6K -66 -5%
BWM
3096
BlackDiamond Wealth Management
New York
$213K +$210K +1,310 New
TIA
3097
Tiemann Investment Advisors
California
$212K -$16K -100 -7%
AWP
3098
Accretive Wealth Partners
New Jersey
$212K +$2.73K +17 +1%
SGC
3099
Slocum, Gordon & Co
Rhode Island
$212K – – –
SMF
3100
Sterling Manor Financial
New York
$211K -$203K -1,269 -49%
122 123
124
125 126