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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1126
Clearstead Trust
Maine
$331K +$692 +3 +0.2%
AF
1127
Atala Financial
California
$330K -$181K -786 -36%
AA
1128
Altrafin AG
$328K – – –
BF
1129
bLong Financial
Tennessee
$328K – – –
OF
1130
Optimize Financial
California
$327K +$320K +1,388 New
SCM
1131
Shelton Capital Management
Colorado
$324K – – –
SAM
1132
Silvercrest Asset Management
New York
$324K +$8.3K +36 +3%
AWCI
1133
Alpine Woods Capital Investors
New York
$324K – – –
CMF
1134
Counterpoint Mutual Funds
California
$323K +$315K +1,368 New
IB
1135
Intrust Bank
Kansas
$322K +$35.7K +155 +13%
GSEP
1136
Golden State Equity Partners
California
$322K +$13.6K +59 +5%
BCP
1137
Blackhawk Capital Partners
Wisconsin
$320K +$313K +1,359 New
HWA
1138
Heartwood Wealth Advisors
Virginia
$320K – – –
DCM
1139
DGS Capital Management
New Jersey
$319K +$88.1K +382 +39%
QWP
1140
Quotient Wealth Partners
Texas
$319K +$18.4K +80 +6%
WSCM
1141
Wellington Shields Capital Management
New York
$318K – – –
SW
1142
Simplicity Wealth
New Jersey
$316K -$169K -732 -35%
VWA
1143
Visionary Wealth Advisors
Illinois
$316K +$9.45K +41 +3%
FFA
1144
Fi3 Financial Advisors
Indiana
$315K +$62.9K +273 +26%
CAM
1145
Columbia Asset Management
Michigan
$313K – – –
I
1146
InceptionR
California
$313K +$306K +1,326 New
CCAM
1147
Cascades Capital Asset Management
North Carolina
$312K -$22.8K -99 -7%
ESBC
1148
E.S. Barr & Co
Kentucky
$310K -$6.22K -27 -2%
ECM
1149
Estabrook Capital Management
New York
$310K -$23.1K -100 -7%
PWPS
1150
Pinnacle Wealth Planning Services
Ohio
$310K +$59.3K +257 +24%
44 45
46
47 48