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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1351
Soltis Investment Advisors
Utah
$244K +$7.84K +27 +3%
VCM
1352
Vivaldi Capital Management
Illinois
$243K -$31.4K -108 -11%
CAM
1353
Claret Asset Management
Quebec, Canada
$243K +$1.16K +4 +0.5%
NF
1354
NavPoint Financial
Minnesota
$243K -$15.1K -52 -6%
BFA
1355
Beaumont Financial Advisors
Massachusetts
$241K – – –
ASBI
1356
American State Bank (Iowa)
Iowa
$239K – – –
GFP
1357
Gryphon Financial Partners
Ohio
$239K +$25K +86 +11%
TWM
1358
Trueblood Wealth Management
Ohio
$239K – – –
SAM
1359
Sompo Asset Management
Japan
$238K -$34.8K -120 -12%
IAP
1360
Indie Asset Partners
Indiana
$238K -$27.6K -95 -10%
WN
1361
Williams & Novak
California
$237K +$252K +867 New
IF
1362
Intrua Financial
Texas
$237K -$6.68K -23 -3%
MIM
1363
Marco Investment Management
Georgia
$237K +$14.5K +50 +6%
MA
1364
MONECO Advisors
Connecticut
$237K -$25.3K -87 -9%
FCA
1365
FinTrust Capital Advisors
South Carolina
$236K +$34.3K +118 +16%
MWA
1366
MFA Wealth Advisors
Pennsylvania
$236K – – –
ITIM
1367
Indiana Trust & Investment Management
Indiana
$236K – – –
RMCM
1368
Reynders McVeigh Capital Management
Massachusetts
$235K +$21.8K +75 +10%
IAMOG
1369
Investors Asset Management of Georgia
Georgia
$233K +$9K +31 +4%
PA
1370
PSI Advisors
Florida
$233K -$162K -557 -40%
ATC
1371
Adirondack Trust Company
New York
$232K -$7.55K -26 -3%
PIA
1372
Perennial Investment Advisors
California
$232K +$1.74K +6 +0.7%
SFC
1373
Swisher Financial Concepts
Ohio
$232K -$66.8K -230 -21%
CAC
1374
Certified Advisory Corp
Florida
$232K +$1.16K +4 +0.5%
PCS
1375
Personal CFO Solutions
New Jersey
$232K -$429K -1,479 -64%
53 54
55
56 57