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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2101
Conservest Capital Advisors
Pennsylvania
$1.02M -$30.2K -214 -3%
FFA
2102
Fortune Financial Advisors
Kansas
$1.01M +$21.3K +151 +2%
E3F
2103
Eight 31 Financial
Texas
$1.01M -$110K -781 -10%
RC
2104
RBF Capital
California
$1M -$423K -3,000 -30%
OPTFSNA
2105
Old Point Trust & Financial Services N A
Virginia
$1M -$157K -1,116 -14%
CI
2106
Ceera Investments
Texas
$998K +$983K +6,972 New
MCM
2107
Mork Capital Management
California
$998K – – –
BPW
2108
Bingham Private Wealth
California
$994K +$57.7K +409 +6%
NQWM
2109
Northwest Quadrant Wealth Management
Oregon
$993K +$8.46K +60 +0.9%
KP
2110
Keel Point
Alabama
$991K -$98.8K -701 -9%
JMFC
2111
J.M. Forbes & Co
Massachusetts
$991K -$25.8K -183 -3%
ADBIC
2112
A.D. Beadell Investment Counsel
Wisconsin
$990K – – –
T
2113
Tidemark
California
$988K +$1.83K +13 +0.2%
ACP
2114
Argyle Capital Partners
California
$988K -$387K -2,742 -28%
ITIM
2115
Indiana Trust & Investment Management
Indiana
$987K -$57.1K -405 -6%
PIWA
2116
Prevail Innovative Wealth Advisors
Kansas
$985K +$197K +1,394 +25%
AAM
2117
Aureus Asset Management
Massachusetts
$982K -$195K -1,385 -17%
VIM
2118
Vista Investment Management
Pennsylvania
$982K -$46.2K -328 -5%
SWA
2119
Strata Wealth Advisors
Texas
$981K +$420K +2,979 +77%
LMKC
2120
L.M. Kohn & Company
Ohio
$980K -$79.5K -564 -8%
MFG
2121
Mainsail Financial Group
Washington
$980K +$35.4K +251 +4%
III
2122
Independent Investors Inc
New York
$979K -$21.1K -150 -2%
CIAS
2123
CFS Investment Advisory Services
New Jersey
$979K -$625K -4,435 -39%
OWM
2124
OneAscent Wealth Management
Alabama
$978K +$449K +3,186 +88%
WCM
2125
Wallace Capital Management
Texas
$976K -$199K -1,410 -17%
83 84
85
86 87