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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
976
PDS Planning
Ohio
$2.15M +$290K +1,322 +19%
LFAS
977
Level Four Advisory Services
Texas
$2.15M -$92.6K -422 -5%
VWM
978
VCI Wealth Management
Missouri
$2.15M +$103K +468 +6%
FBC
979
Fairfield, Bush & Co
Connecticut
$2.15M -$16.5K -75 -0.9%
VMMC
980
V.M. Manning & Co
South Carolina
$2.15M +$1.71M +7,790 New
EHC
981
Everett Harris & Co
California
$2.15M +$292K +1,333 +19%
SC
982
SouthState Corp
Florida
$2.15M +$1.42M +6,459 +344%
PIM
983
Penobscot Investment Management
Massachusetts
$2.14M +$93.3K +425 +5%
CI
984
CX Institutional
Indiana
$2.14M -$5.6M -25,509 -75%
ASBI
985
American State Bank (Iowa)
Iowa
$2.14M +$2.63K +12 +0.1%
VVP
986
Venture Visionary Partners
Ohio
$2.14M +$584K +2,661 +47%
GFP
987
Gryphon Financial Partners
Ohio
$2.13M +$371K +1,689 +26%
SL
988
Sentry LLC
Tennessee
$2.13M – – –
SIA
989
Schear Investment Advisers
Ohio
$2.13M +$84.3K +384 +5%
HAIM
990
Hunter Associates Investment Management
Pennsylvania
$2.12M +$118K +538 +7%
SCA
991
Snowden Capital Advisors
New York
$2.12M +$40.6K +185 +2%
VCM
992
Voleon Capital Management
California
$2.11M +$1.8M +8,216 New
SWM
993
Spire Wealth Management
Virginia
$2.11M -$1.03M -4,679 -36%
ST
994
Spinnaker Trust
Maine
$2.1M – – –
AAS
995
Ameritas Advisory Services
Nebraska
$2.09M -$821K -3,742 -32%
CAG
996
Csenge Advisory Group
Florida
$2.07M -$84.7K -386 -4%
KA
997
KLCM Advisors
Wisconsin
$2.06M +$3.95K +18 +0.2%
VCM
998
Virtue Capital Management
Tennessee
$2.06M -$240K -1,096 -12%
CC
999
Courier Capital
New York
$2.05M +$143K +652 +9%
SCA
1000
Southern Capital Advisors
Tennessee
$2.05M -$32K -146 -2%
38 39
40
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