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Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
651
Lee, Danner & Bass
Tennessee
$844K -$103K -2,198 -10%
WA
652
WealthTrust Axiom
Pennsylvania
$839K -$53.7K -1,142 -6%
9WM
653
9258 Wealth Management
Ohio
$835K +$31.9K +679 +4%
TP
654
Truvvo Partners
New York
$835K +$298K +6,351 +51%
MFG
655
MidWestOne Financial Group
Iowa
$834K -$18.8K -399 -2%
SLAM
656
Swiss Life Asset Management
$833K +$18.8K +401 +2%
CG
657
Colony Group
Massachusetts
$829K +$43.4K +923 +5%
BCM
658
Brookstone Capital Management
Illinois
$829K +$370K +7,883 +74%
BSW
659
Buckingham Strategic Wealth
Missouri
$828K -$83.3K -1,773 -9%
PL
660
Plancorp LLC
Missouri
$824K -$10.6K -225 -1%
CB
661
Cadence Bank
Mississippi
$823K -$17K -362 -2%
HAIM
662
Hunter Associates Investment Management
Pennsylvania
$823K -$141 -3 -0%
OIA
663
OneDigital Investment Advisors
Kansas
$822K +$241K +5,126 +38%
HW
664
Hedeker Wealth
Illinois
$814K -$80.6K -1,715 -9%
CCM
665
Cribstone Capital Management
Maine
$813K -$455K -9,691 -35%
PFSC
666
Peoples Financial Services Corp
Pennsylvania
$811K -$14.1K -301 -2%
CC
667
Cedar Capital
Illinois
$810K -$24.3K -517 -3%
SC
668
Schulhoff & Co
Ohio
$807K -$64.4K -1,371 -7%
EHC
669
Everett Harris & Co
California
$807K -$57.4K -1,222 -6%
SACTSONJ
670
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$805K – – –
CAM
671
Cresset Asset Management
Illinois
$799K -$26.1K -555 -3%
CGL
672
Clarius Group LLC
Washington
$798K +$19K +405 +2%
KA
673
Kovack Advisors
Florida
$797K +$15.8K +337 +2%
BAM
674
Belpointe Asset Management
Nevada
$795K -$40.5K -861 -5%
RCM
675
Riverhead Capital Management
Delaware
$794K +$6.91K +147 +0.8%
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