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Name Holding Trade Value Shares
Change 		Change in
Stake
BOC
1876
Barbara Oil Co
Illinois
$850K – – –
CM
1877
Caption Management
Oklahoma
$850K +$999K +9,000 New
NW
1878
Naviter Wealth
Arkansas
$849K -$1.67M -15,050 -63%
HIC
1879
Holderness Investments Company
North Carolina
$847K -$42.5K -383 -4%
CPIG
1880
Chicago Partners Investment Group
Illinois
$847K -$11.2K -101 -1%
HCP
1881
Holt Capital Partners
Texas
$847K +$58.3K +525 +6%
TRIA
1882
Trail Ridge Investment Advisors
Colorado
$842K -$28.3K -255 -3%
CI
1883
Cavalier Investments
Georgia
$842K +$19.3K +174 +2%
UAML
1884
US Asset Management LLC
Pennsylvania
$841K – – –
SAM
1885
Synergy Asset Management
Washington
$841K +$298K +2,688 +43%
SG
1886
StoneX Group
New York
$841K -$937K -8,444 -49%
KWMG
1887
King Wealth Management Group
Florida
$839K -$52.2K -470 -5%
MAM
1888
Mystic Asset Management
Rhode Island
$839K +$35K +315 +4%
UBV
1889
United Bank (Virginia)
Virginia
$838K -$15.3K -138 -2%
MFG
1890
Monte Financial Group
Connecticut
$838K +$285K +2,569 +41%
CWA
1891
Canvas Wealth Advisors
Kansas
$838K +$303K +2,726 +44%
OPA
1892
Old Port Advisors
Maine
$837K -$56.3K -507 -6%
PK
1893
Pflug Koory
Nebraska
$837K +$28.2K +254 +3%
AIP
1894
Almanack Investment Partners
Pennsylvania
$837K +$74.1K +668 +8%
BAM
1895
Bosun Asset Management
Illinois
$837K +$436K +3,929 +80%
TIA
1896
Trust Investment Advisors
Indiana
$835K -$2.55K -23 -0.3%
TFS
1897
TrustCore Financial Services
Tennessee
$834K -$105K -947 -10%
BA
1898
Bluesphere Advisors
Pennsylvania
$834K -$77.5K -698 -7%
AG
1899
Advocate Group
Minnesota
$834K +$980K +8,831 New
IHL
1900
Investment House LLC
California
$833K -$896K -8,077 -48%
74 75
76
77 78