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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
351
SJS Investment Consulting
Ohio
$4.8K +$4.85K +47 New
MAM
352
Meeder Asset Management
Ohio
$4.6K -$4.85K -47 -51%
NSIM
353
North Star Investment Management
Illinois
$4.6K +$2.06K +20 +80%
CH
354
Cromwell Holdings
Wyoming
$4.5K +$4.54K +44 New
FG
355
Fairman Group
Pennsylvania
$4.39K – – –
BCM
356
Boreal Capital Management
Florida
$4.09K – – –
PWA
357
Physician Wealth Advisors
Utah
$3.58K -$1.75K -17 -33%
CT
358
Clearstead Trust
Maine
$3.37K -$6.8K -66 -67%
APFP
359
Action Point Financial Planning
Michigan
$3.17K +$3.5K +34 New
BIA
360
Bell Investment Advisors
California
$3.17K -$7.73K -75 -71%
AWM
361
Activest Wealth Management
Florida
$3.17K +$2.06K +20 +182%
HC
362
Hurley Capital
New York
$3.06K – – –
MG
363
Mather Group
Illinois
$3.06K – – –
MCM
364
Manchester Capital Management
Vermont
$2.86K +$1.34K +13 +87%
EC
365
Elequin Capital
New York
$2.66K +$2.06K +20 +333%
SC
366
SouthState Corp
Florida
$2.56K -$825 -8 -24%
FC
367
Financial Consulate
Maryland
$2.56K +$515 +5 +25%
LI
368
LRI Investments
Florida
$2.55K -$2.06K -20 -44%
CFB
369
Cullen/Frost Bankers
Texas
$2.55K +$928 +9 +56%
HFS
370
Hughes Financial Services
Virginia
$2.45K +$515 +5 +26%
KFAS
371
Keating Financial Advisory Services
Kansas
$2.35K -$9.38K -91 -80%
MCM
372
MV Capital Management
Maryland
$2.25K +$1.13K +11 +100%
PB
373
Pinnacle Bancorp
Nebraska
$2.15K – – –
RWM
374
Rialto Wealth Management
New York
$2.04K +$1.55K +15 +300%
CAM
375
Chesapeake Asset Management
New York
$2.04K – – –
13 14
15
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