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Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2476
One Charles Private Wealth Services
Massachusetts
$258K -$658K -5,262 -72%
EIG
2477
Ellenbecker Investment Group
Wisconsin
$258K -$3K -24 -1%
POIA
2478
Pin Oak Investment Advisors
Texas
$257K -$30K -240 -10%
JSC
2479
Jackson Square Capital
California
$257K +$4.63K +37 +2%
APWA
2480
Atlas Private Wealth Advisors
New Jersey
$256K -$74.4K -595 -22%
AWM
2481
Aevitas Wealth Management
Massachusetts
$255K – – –
FA
2482
Financial Advisors
Massachusetts
$255K +$3.63K +29 +1%
GIM
2483
Greylin Investment Management
Virginia
$254K -$73.7K -590 -22%
HWM
2484
Howard Wealth Management
Connecticut
$254K -$11.4K -91 -4%
CIA
2485
Compass Ion Advisors
Pennsylvania
$254K +$3.38K +27 +1%
SW
2486
StrongBox Wealth
Missouri
$253K -$547K -4,377 -68%
SRC
2487
Sage Rhino Capital
California
$253K -$37.4K -299 -13%
ADMI
2488
Albert D. Mason Inc
Massachusetts
$253K – – –
MTC
2489
McDaniel Terry & Co
Texas
$253K – – –
CIC
2490
Cutler Investment Counsel
Oregon
$252K -$9.85M -78,810 -97%
JSL
2491
JT Stratford LLC
Georgia
$252K -$89.2K -714 -26%
CIC
2492
Cornercap Investment Counsel
Georgia
$252K -$25.7K -206 -9%
HWMG
2493
Hurlow Wealth Management Group
Indiana
$251K -$15.3K -122 -6%
CCA
2494
Column Capital Advisors
Indiana
$250K -$44.2K -354 -15%
CA
2495
Continuum Advisory
Idaho
$250K -$3.63K -29 -1%
BIA
2496
Barry Investment Advisors
Massachusetts
$250K – – –
PG
2497
Prostatis Group
Maryland
$249K +$251K +2,010 New
TIM
2498
Tortoise Investment Management
New York
$249K – – –
PAM
2499
Premier Asset Management
Illinois
$249K +$4.13K +33 +2%
DBRC
2500
D.B. Root & Company
Pennsylvania
$249K +$16.4K +131 +7%
98 99
100
101 102