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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1801
Gilbert & Cook
Iowa
$1.45M +$261K +1,625 +21%
RP
1802
Rice Partnership
Hawaii
$1.45M +$51.1K +319 +4%
HC
1803
Hamilton Capital
Ohio
$1.45M +$786K +4,900 +114%
PMFA
1804
Plante Moran Financial Advisors
Michigan
$1.45M +$27.6K +172 +2%
BAM
1805
BOS Asset Management
Illinois
$1.45M +$43.6K +272 +3%
CA
1806
Claro Advisors
Massachusetts
$1.44M +$93.3K +582 +7%
ACM
1807
Adalta Capital Management
New York
$1.44M – – –
MIM
1808
Moseley Investment Management
Florida
$1.43M +$127K +792 +10%
CFCI
1809
Comprehensive Financial Consultants Institutional
Indiana
$1.43M +$1.76K +11 +0.1%
ACS
1810
Archford Capital Strategies
Illinois
$1.43M +$226K +1,410 +19%
SAM
1811
Sawgrass Asset Management
Florida
$1.43M -$16.4K -102 -1%
BOPW
1812
Brandywine Oak Private Wealth
Pennsylvania
$1.42M +$14.3K +89 +1%
NIM
1813
Needham Investment Management
New York
$1.42M – – –
3IP
1814
3Chopt Investment Partners
Virginia
$1.41M +$15.2K +95 +1%
EWS
1815
Evergreen Wealth Solutions
Pennsylvania
$1.4M +$39K +243 +3%
RVPG
1816
Relative Value Partners Group
$1.4M – – –
SFG
1817
StrategIQ Financial Group
Indiana
$1.4M +$33.2K +207 +2%
PSP
1818
Pacific Sage Partners
Washington
$1.4M +$160 +1 +0%
WMA
1819
West Michigan Advisors
Michigan
$1.4M +$27.6K +172 +2%
FCM
1820
Firestone Capital Management
Florida
$1.4M – – –
WTFG
1821
Wells Trecaso Financial Group
Ohio
$1.39M -$9.46K -59 -0.7%
PFGIA
1822
Patriot Financial Group Insurance Agency
Massachusetts
$1.39M +$163K +1,019 +13%
JAFL
1823
Jay A. Fishman Ltd
Michigan
$1.39M -$76.2K -475 -5%
CFO
1824
CVA Family Office
Colorado
$1.39M +$3.21K +20 +0.2%
CAMV
1825
Concord Asset Management (Virginia)
Virginia
$1.39M +$319K +1,987 +29%
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