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Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1201
Capital Asset Advisory Services
Michigan
$2.07M +$81.2K +857 +4%
IR
1202
IAT Reinsurance
New York
$2.06M – – –
HG
1203
Herbst Group
Connecticut
$2.05M -$81K -855 -4%
HAC
1204
Harbor Advisory Corp
New Hampshire
$2.05M +$173K +1,824 +9%
ATPW
1205
Ashton Thomas Private Wealth
Arizona
$2.04M -$147K -1,555 -6%
PT
1206
Plimoth Trust
Massachusetts
$2.04M +$48.3K +510 +2%
PIA
1207
Petredis Investment Advisors
Pennsylvania
$2.04M -$11.7K -124 -0.5%
VCP
1208
Verus Capital Partners
Arizona
$2.04M +$158K +1,673 +8%
AFG
1209
AFS Financial Group
Maryland
$2.03M +$21.1K +223 +1%
OSNBOA
1210
Old Second National Bank of Aurora
Illinois
$2.03M -$118K -1,243 -5%
KC
1211
Knuff & Co
California
$2.03M +$74.5K +786 +4%
MCM
1212
Monarch Capital Management
Indiana
$2.03M -$7.58K -80 -0.4%
UAS
1213
United Asset Strategies
New York
$2.02M -$1M -10,598 -32%
AWE
1214
Avidian Wealth Enterprises
Texas
$2.01M -$76.4K -807 -3%
AOWM
1215
Alpha Omega Wealth Management
Virginia
$2M -$77.7K -820 -4%
TG
1216
TCW Group
California
$2M -$327K -3,448 -13%
BFPW
1217
BOK Financial Private Wealth
Colorado
$1.98M -$205K -2,165 -9%
BFA
1218
Buttonwood Financial Advisors
Maryland
$1.98M +$128K +1,350 +6%
BFM
1219
Boston Financial Management
Massachusetts
$1.98M -$28.3K -299 -1%
PFS
1220
Physicians Financial Services
North Carolina
$1.98M -$27.6K -291 -1%
MA
1221
Modus Advisors
Minnesota
$1.98M +$168K +1,771 +9%
CI
1222
Cigna Investments
Connecticut
$1.97M -$3.79K -40 -0.2%
CAMG
1223
CWA Asset Management Group
Florida
$1.97M +$127K +1,339 +6%
VFM
1224
Viking Fund Management
North Dakota
$1.96M – – –
LCM
1225
Legato Capital Management
California
$1.96M +$1.09M +11,555 +111%
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