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Name Holding Trade Value Shares
Change 		Change in
Stake
GI
776
GAMCO Investors
Connecticut
$417K +$342K +25,000 +200%
CSB
777
City State Bank
Iowa
$414K +$45.2K +3,300 +10%
OFS
778
OneAscent Financial Services
Alabama
$411K +$222K +16,185 +78%
TC
779
Towle & Co
Colorado
$406K +$254K +18,570 +104%
WAAG
780
Wealth Alliance Advisory Group
Kansas
$405K -$21.4K -1,563 -4%
CIA
781
Cohen Investment Advisors
New Hampshire
$405K +$6.64K +485 +1%
RWA
782
Redmont Wealth Advisors
Illinois
$402K +$495K +36,141 New
BCP
783
Berkeley Capital Partners
Georgia
$400K -$14K -1,019 -3%
WAM
784
WNY Asset Management
New York
$399K +$4.27K +312 +0.9%
TWP
785
Tempus Wealth Planning
California
$396K – – –
RFM
786
Royal Fund Management
Florida
$396K +$726 +53 +0.1%
EWS
787
Evergreen Wealth Solutions
Pennsylvania
$394K +$485K +35,406 New
FFG
788
Fortem Financial Group
California
$393K -$53.4K -3,900 -10%
FWM
789
Frontier Wealth Management
Missouri
$393K -$48.4K -3,532 -9%
CAAS
790
Capital Asset Advisory Services
Michigan
$392K -$25.1K -1,834 -5%
OIM
791
Oder Investment Management
California
$392K +$93.7K +6,845 +24%
FSA
792
Financial Sense Advisors
California
$392K +$482K +35,231 New
WAM
793
WFA Asset Management
Wisconsin
$391K -$2.93K -214 -0.6%
AC
794
Aristides Capital
Kentucky
$390K – – –
ONB
795
Old National Bancorp
Indiana
$388K +$222K +16,248 +87%
MWM
796
Mission Wealth Management
California
$387K +$38.9K +2,844 +9%
PFGIA
797
Patriot Financial Group Insurance Agency
Massachusetts
$386K +$45.7K +3,339 +11%
PCM
798
Parsons Capital Management
Rhode Island
$384K – – –
CIAS
799
Capital Investment Advisory Services
North Carolina
$383K -$105K -7,659 -18%
MSFS
800
Main Street Financial Solutions
Pennsylvania
$382K +$33.1K +2,420 +8%
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