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Name Holding Trade Value Shares
Change 		Change in
Stake
MJRIC
1151
Mogy Joel R Investment Counsel
California
$385K – – –
NFC
1152
Northeast Financial Consultants
Connecticut
$385K +$362K +1,697 New
CA
1153
Cullinan Associates
Kentucky
$385K +$363K +1,700 New
NB
1154
Nicolet Bankshares
Wisconsin
$383K +$37.3K +175 +12%
PIM
1155
Profit Investment Management
Maryland
$382K – – –
WP
1156
WealthSource Partners
California
$382K +$48.2K +226 +15%
HNWAG
1157
High Net Worth Advisory Group
Florida
$381K +$359K +1,680 New
KLC
1158
Knowledge Leaders Capital
Colorado
$380K -$37.6K -176 -10%
SCM
1159
Shelton Capital Management
Colorado
$380K – – –
MSFS
1160
Main Street Financial Solutions
Pennsylvania
$379K +$10.7K +50 +3%
AWCI
1161
Alpine Woods Capital Investors
New York
$376K -$29.9K -140 -8%
AAP
1162
Arax Advisory Partners
Colorado
$376K +$7.47K +35 +2%
CCM
1163
Condor Capital Management
New Jersey
$375K – – –
MFG
1164
Merit Financial Group
Georgia
$374K +$352K +1,650 New
BOPW
1165
Brandywine Oak Private Wealth
Pennsylvania
$373K -$6.4K -30 -2%
SFG
1166
StrategIQ Financial Group
Indiana
$372K +$854 +4 +0.2%
SC
1167
SouthState Corp
Florida
$372K +$24.3K +114 +7%
FB
1168
First Bancorp
Maine
$371K +$107K +500 +44%
JIC
1169
Joel Isaacson & Co
New York
$369K – – –
CIP
1170
Capital Insight Partners
Arizona
$368K -$335K -1,568 -49%
GC
1171
Garde Capital
Washington
$367K -$91.3K -428 -21%
SIM
1172
Sentry Investment Management
Wisconsin
$367K -$25.4K -119 -7%
MWM
1173
Marietta Wealth Management
Georgia
$367K – – –
RCG
1174
Regatta Capital Group
California
$367K +$427 +2 +0.1%
CIC
1175
Crawford Investment Counsel
Georgia
$365K +$21.3K +100 +7%
45 46
47
48 49