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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2876
Alterity Financial Group
Maine
$340K +$354K +2,195 New
OCM
2877
Objective Capital Management
Ohio
$339K +$354K +2,192 New
GF
2878
Gries Financial
Ohio
$338K -$43.3K -268 -11%
CISOA
2879
Capital Investment Services of America
Wisconsin
$337K – – –
FA
2880
Financial Advisors
Massachusetts
$337K – – –
CAL
2881
Capital Advisors Ltd
Ohio
$337K +$5.81K +36 +2%
WC
2882
Whitney & Co
New York
$337K +$8.07K +50 +2%
PWA
2883
Phoenix Wealth Advisors
North Carolina
$336K – – –
FWM
2884
Focused Wealth Management
New York
$336K +$969 +6 +0.3%
FA
2885
Faithward Advisors
Pennsylvania
$336K +$47K +291 +16%
DWMG
2886
DB Wealth Management Group
California
$335K – – –
V
2887
VeraBank
Texas
$335K +$2.26K +14 +0.7%
LHWM
2888
Lake Hills Wealth Management
Texas
$335K +$349K +2,163 New
EIG
2889
Ellenbecker Investment Group
Wisconsin
$334K +$5.98K +37 +2%
CSIA
2890
Carl Stuart Investment Advisor
Texas
$333K +$347K +2,150 New
BW
2891
Basepoint Wealth
Iowa
$333K +$347K +2,149 New
SRC
2892
Sage Rhino Capital
California
$331K -$16.1K -100 -4%
PIN
2893
Prudent Investors Network
California
$331K -$1.45K -9 -0.4%
TIM
2894
Tortoise Investment Management
New York
$331K +$18.6K +115 +6%
EA
2895
Eudaimonia Advisors
Tennessee
$331K +$346K +2,140 New
RIM
2896
Redwood Investment Management
Arizona
$330K -$609K -3,771 -64%
HIG
2897
Heritage Investment Group
Florida
$330K +$344K +2,131 New
TI
2898
Trexquant Investment
Connecticut
$330K +$344K +2,131 New
IMOV
2899
Investment Management of Virginia
Virginia
$330K +$345K +2,134 New
AMG
2900
Advisors Management Group
Wisconsin
$328K – – –
114 115
116
117 118