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Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1301
Grove Bank & Trust
Florida
$2.91M -$289K -2,053 -9%
CIA
1302
Cape Investment Advisory
Georgia
$2.91M +$75.8K +538 +3%
SIM
1303
Studio Investment Management
Illinois
$2.91M +$564 +4 +0%
KLWA
1304
Kelly Lawrence W & Associates
California
$2.91M – – –
FAP
1305
Financial Advisory Partners
Florida
$2.91M +$173K +1,225 +6%
MTIC
1306
Missouri Trust & Investment Company
Missouri
$2.9M +$38.2K +271 +1%
S
1307
SignatureFD
Georgia
$2.9M -$982K -6,966 -26%
FA
1308
Fiduciary Alliance
South Carolina
$2.9M +$564K +4,000 +25%
CCFM
1309
Clear Creek Financial Management
Washington
$2.9M +$169K +1,199 +6%
MWM
1310
Massachusetts Wealth Management
Massachusetts
$2.9M -$1.41K -10 -0%
BL
1311
BFSG LLC
California
$2.9M -$47.8K -339 -2%
HCM
1312
Howard Capital Management
Georgia
$2.89M +$55.7K +395 +2%
MPWS
1313
McCarter Private Wealth Services
Massachusetts
$2.89M -$176K -1,251 -6%
HWA
1314
HCR Wealth Advisors
California
$2.88M -$846 -6 -0%
MA
1315
Modus Advisors
Minnesota
$2.87M +$86.1K +611 +3%
OCM
1316
Orleans Capital Management
Louisiana
$2.87M -$185K -1,310 -6%
PGF
1317
Plan Group Financial
Oklahoma
$2.86M +$246K +1,746 +10%
LWA
1318
Lineweaver Wealth Advisors
Ohio
$2.86M -$128K -910 -4%
CWP
1319
Cyndeo Wealth Partners
Florida
$2.85M +$23.7K +168 +0.9%
HKAM
1320
Horizon Kinetics Asset Management
New York
$2.84M -$53.4K -379 -2%
SAG
1321
SageView Advisory Group
California
$2.83M +$390K +2,770 +18%
EMB
1322
Elefante Mark B
$2.82M +$45.8K +325 +2%
STAS
1323
Strong Tower Advisory Services
Minnesota
$2.82M +$141K +1,002 +5%
CWM
1324
Cordatus Wealth Management
Pennsylvania
$2.82M -$7.33K -52 -0.3%
AI
1325
ArchPoint Investors
Florida
$2.81M – – –
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