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Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
1301
Old Port Advisors
Maine
$2.56M +$429K +2,593 +17%
CA
1302
Cornerstone Advisors
North Carolina
$2.56M +$2.93M +17,700 New
NPP
1303
New Potomac Partners
Maryland
$2.56M -$2.48K -15 -0.1%
PCA
1304
Providence Capital Advisors
North Carolina
$2.56M +$51.6K +312 +2%
OPS
1305
Orion Portfolio Solutions
Nebraska
$2.56M -$94.4K -571 -3%
RIM
1306
Regent Investment Management
Kentucky
$2.56M -$3.31K -20 -0.1%
CIP
1307
Convergence Investment Partners
Florida
$2.56M -$202K -1,224 -6%
PBC
1308
Pavion Blue Capital
California
$2.56M -$5.79K -35 -0.2%
HVP
1309
Hudson Value Partners
Florida
$2.55M +$15.7K +95 +0.5%
MCC
1310
Money Concepts Capital
Florida
$2.55M -$1.34M -8,121 -32%
LTI
1311
Laffer Tengler Investments
Tennessee
$2.55M +$134K +809 +5%
PWMAG
1312
Pinnacle Wealth Management Advisory Group
New Jersey
$2.55M -$315K -1,907 -10%
SIA
1313
Schechter Investment Advisors
Michigan
$2.54M -$199K -1,201 -6%
HI
1314
Hendershot Investments
Virginia
$2.54M -$14.2K -86 -0.5%
HAIM
1315
Hunter Associates Investment Management
Pennsylvania
$2.54M +$2.91M +17,607 New
LF
1316
Lantz Financial
Illinois
$2.54M -$148K -896 -5%
FIM
1317
Freedom Investment Management
Connecticut
$2.53M +$528K +3,197 +22%
AFG
1318
Albion Financial Group
Utah
$2.53M -$23K -139 -0.8%
TF
1319
Threadgill Financial
Texas
$2.51M -$937K -5,667 -25%
ACMA
1320
Arbor Capital Management (Alaska)
Alaska
$2.5M +$40.5K +245 +1%
NHC
1321
Nicholas Hoffman & Company
Georgia
$2.5M +$201K +1,217 +8%
PL
1322
Parthenon LLC
Kentucky
$2.5M – – –
CBT
1323
CoreFirst Bank & Trust
Kansas
$2.5M +$142K +860 +5%
BEI
1324
Benjamin Edwards Inc
Missouri
$2.5M +$992 +6 +0%
PPP
1325
Private Portfolio Partners
New Jersey
$2.5M +$19.5K +118 +0.7%
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