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Name Holding Trade Value Shares
Change 		Change in
Stake
AM
1201
AGF Management
Ontario, Canada
$2.07M +$2.2M +23,215 New
CAAS
1202
Capital Asset Advisory Services
Michigan
$2.07M +$81.2K +857 +4%
IR
1203
IAT Reinsurance
New York
$2.06M – – –
HG
1204
Herbst Group
Connecticut
$2.05M -$81K -855 -4%
HAC
1205
Harbor Advisory Corp
New Hampshire
$2.05M +$173K +1,824 +9%
ATPW
1206
Ashton Thomas Private Wealth
Arizona
$2.04M -$147K -1,555 -6%
PT
1207
Plimoth Trust
Massachusetts
$2.04M +$48.3K +510 +2%
PIA
1208
Petredis Investment Advisors
Pennsylvania
$2.04M -$11.7K -124 -0.5%
VCP
1209
Verus Capital Partners
Arizona
$2.04M +$158K +1,673 +8%
AFG
1210
AFS Financial Group
Maryland
$2.03M +$21.1K +223 +1%
OSNBOA
1211
Old Second National Bank of Aurora
Illinois
$2.03M -$118K -1,243 -5%
KC
1212
Knuff & Co
California
$2.03M +$74.5K +786 +4%
MCM
1213
Monarch Capital Management
Indiana
$2.03M -$7.58K -80 -0.4%
UAS
1214
United Asset Strategies
New York
$2.02M -$1M -10,598 -32%
AWE
1215
Avidian Wealth Enterprises
Texas
$2.01M -$76.4K -807 -3%
AOWM
1216
Alpha Omega Wealth Management
Virginia
$2M -$77.7K -820 -4%
TG
1217
TCW Group
California
$2M -$327K -3,448 -13%
BFPW
1218
BOK Financial Private Wealth
Colorado
$1.98M -$205K -2,165 -9%
BFA
1219
Buttonwood Financial Advisors
Maryland
$1.98M +$128K +1,350 +6%
BFM
1220
Boston Financial Management
Massachusetts
$1.98M -$28.3K -299 -1%
PFS
1221
Physicians Financial Services
North Carolina
$1.98M -$27.6K -291 -1%
MA
1222
Modus Advisors
Minnesota
$1.98M +$168K +1,771 +9%
CI
1223
Cigna Investments
Connecticut
$1.97M -$3.79K -40 -0.2%
CAMG
1224
CWA Asset Management Group
Florida
$1.97M +$127K +1,339 +6%
VFM
1225
Viking Fund Management
North Dakota
$1.96M – – –
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