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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
926
Avantax Planning Partners
Iowa
$2.67M +$139K +1,558 +5%
BHWA
927
Beacon Harbor Wealth Advisors
Virginia
$2.67M +$103K +1,153 +4%
AF
928
Arrow Financial
New York
$2.67M -$53.3K -595 -2%
HVIA
929
Hudson Valley Investment Advisors
New York
$2.65M -$28K -313 -1%
LC
930
Lavaca Capital
Texas
$2.63M +$35.8K +400 +1%
MAFM
931
Mid Atlantic Financial Management
Pennsylvania
$2.63M -$122K -1,359 -4%
NAMP
932
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.63M – – –
RC
933
Roundview Capital
New Jersey
$2.63M -$283K -3,162 -10%
WEC
934
Winslow Evans & Crocker
Massachusetts
$2.63M +$58.5K +653 +2%
CPA
935
Capital Planning Advisors
California
$2.62M +$163K +1,816 +7%
AMG
936
Advisors Management Group
Wisconsin
$2.62M -$58.4K -652 -2%
IC
937
Intersect Capital
California
$2.61M +$65K +726 +3%
AMIM
938
Aull & Monroe Investment Management
Alabama
$2.6M -$47.5K -530 -2%
SWMG
939
Signature Wealth Management Group
Georgia
$2.6M +$39.5K +441 +2%
JCM
940
Jacobi Capital Management
Pennsylvania
$2.59M +$139K +1,556 +6%
BMO
941
Beck Mack & Oliver
New York
$2.59M -$11.2K -125 -0.4%
MHIC
942
Marble Harbor Investment Counsel
Massachusetts
$2.58M – – –
BFA
943
Benedict Financial Advisors
Georgia
$2.58M +$25.8K +288 +1%
BAM
944
Belpointe Asset Management
Nevada
$2.58M +$750K +8,380 +41%
HCM
945
Hengehold Capital Management
Ohio
$2.57M +$163K +1,817 +7%
PBO
946
Peoples Bank (Ohio)
Ohio
$2.57M +$92.8K +1,037 +4%
RWM
947
RBA Wealth Management
California
$2.56M +$61K +681 +2%
RMDI
948
R.M. Davis Inc
Maine
$2.56M -$501K -5,600 -16%
PCTC
949
Perkins Coie Trust Company
Washington
$2.56M +$147K +1,638 +6%
DWM
950
Dakota Wealth Management
Florida
$2.56M +$2.56M +28,649 New
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