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Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1776
Barton Investment Management
Pennsylvania
$606K – – –
SRC
1777
Shufro Rose & Co
New York
$605K -$518K -4,897 -44%
FWP
1778
FAS Wealth Partners
Kansas
$604K -$31.9K -302 -5%
TPI
1779
Trust Point Inc
Wisconsin
$604K -$4.02K -38 -0.6%
SAA
1780
Southeast Asset Advisors
Georgia
$603K -$103K -976 -13%
OFG
1781
Oxford Financial Group
Indiana
$603K +$20.8K +197 +3%
DO
1782
denkapparat Operations
Germany
$603K – – –
LC
1783
Lawood & Co
Pennsylvania
$600K – – –
PAM
1784
PCG Asset Management
New Jersey
$599K +$11.1K +105 +2%
CCM
1785
Cannon Capital Management
Utah
$598K -$749K -7,086 -53%
TA
1786
TCM Advisors
West Virginia
$598K – – –
ZIC
1787
ZWJ Investment Counsel
Georgia
$597K -$8.03K -76 -1%
OWA
1788
Opal Wealth Advisors
New York
$596K -$21.9K -207 -3%
IIM
1789
Ipswich Investment Management
Massachusetts
$596K +$47.8K +452 +8%
MA
1790
MJP Associates
Connecticut
$596K -$41.5K -393 -6%
CCG
1791
Coastwise Capital Group
California
$594K +$4.12K +39 +0.6%
OFS
1792
OneAscent Financial Services
Alabama
$594K -$130K -1,230 -17%
RMP
1793
Richards, Merrill & Peterson
Washington
$593K -$24.3K -230 -4%
SCM
1794
SCS Capital Management
Massachusetts
$593K -$114K -1,076 -15%
AF
1795
Alerus Financial
North Dakota
$592K +$581K +5,494 +844%
SM
1796
Sciencast Management
New Jersey
$591K +$649K +6,136 New
WMG
1797
WESCAP Management Group
California
$591K -$38.9K -368 -6%
HCM
1798
Howard Capital Management
Georgia
$589K -$630K -5,957 -49%
TWP
1799
Tyche Wealth Partners
Texas
$588K +$528 +5 +0.1%
BPCE
1800
Bank Pictet & Cie (Europe)
Germany
$588K -$120K -1,132 -16%
70 71
72
73 74