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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1601
Legacy Financial Advisors
Kentucky
$993K +$239K +2,712 +33%
AFP
1602
Ausdal Financial Partners
Iowa
$983K +$9.61K +109 +1%
BWP
1603
Balboa Wealth Partners
Arizona
$983K -$181K -2,051 -16%
JMFC
1604
J.M. Forbes & Co
Massachusetts
$983K -$7.32K -83 -0.8%
SB
1605
Strategic Blueprint
Georgia
$982K -$120K -1,366 -11%
RBC
1606
Romano Brothers & Co
Illinois
$982K -$448K -5,085 -32%
SN
1607
Sittner & Nelson
Oregon
$982K -$121K -1,375 -11%
BIG
1608
Brooklyn Investment Group
New York
$981K +$958K +10,869 New
OWA
1609
Octavia Wealth Advisors
Ohio
$980K -$14.5K -165 -2%
MCM
1610
MV Capital Management
Maryland
$977K -$838K -9,508 -47%
SG
1611
StoneX Group
New York
$976K -$745K -8,454 -44%
DFC
1612
DB Fitzpatrick & Co
Idaho
$974K -$248K -2,808 -21%
CC
1613
Chicago Capital
Illinois
$973K +$281K +3,186 +42%
UCI
1614
Uncommon Cents Investing
Wisconsin
$973K -$41K -465 -4%
EM
1615
ELCO Management
New York
$967K -$66.7K -757 -7%
GC
1616
Grimes & Company
Massachusetts
$965K +$108K +1,222 +13%
DCM
1617
Davis Capital Management
Florida
$964K +$941K +10,676 New
GWS
1618
Glassman Wealth Services
Virginia
$964K -$73.8K -837 -7%
IB
1619
Intrust Bank
Kansas
$963K +$202K +2,296 +27%
NRG
1620
Nemes Rush Group
Michigan
$961K -$137K -1,557 -13%
MFC
1621
Mechanics Financial Corp
Ohio
$960K +$6K +68 +0.6%
AFM
1622
Abbot Financial Management
Massachusetts
$957K +$16.8K +191 +2%
BI
1623
Ballast Inc
Kentucky
$950K +$95.6K +1,084 +11%
SAM
1624
Secure Asset Management
Michigan
$949K +$18.4K +209 +2%
CCA
1625
Covey Capital Advisors
Georgia
$948K – – –
63 64
65
66 67