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Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
1326
James Investment Research
Ohio
$28K +$34.3K +708 New
LF
1327
Lee Financial
Texas
$26K -$6.54K -135 -17%
EL
1328
EMFO LLC
Florida
$26K – – –
AFS
1329
Annapolis Financial Services
Maryland
$25K -$2.67K -55 -8%
FMP
1330
Financial Management Professionals
Texas
$25K +$6.78K +140 +29%
CMP
1331
Coston McIsaac & Partners
Maine
$25K +$30K +620 New
ACM
1332
Antonetti Capital Management
Florida
$24K -$485 -10 -2%
BA
1333
Bivin & Associates
Oklahoma
$24K – – –
PCTC
1334
Perkins Coie Trust Company
Washington
$24K – – –
MAWCM
1335
Mine & Arao Wealth Creation & Management
California
$24K +$4.26K +88 +17%
BMD
1336
Better Money Decisions
New Mexico
$24K +$29.3K +605 New
TC
1337
Truvestments Capital
Florida
$24K +$29.7K +612 New
KFS
1338
Kelly Financial Services
Massachusetts
$23.9K +$97 +2 +0.3%
ACA
1339
Atlas Capital Advisors
Wyoming
$23.9K – – –
LWP
1340
Lumature Wealth Partners
Georgia
$23K -$1.21K -25 -4%
M
1341
MOTCO
Texas
$23K – – –
TCWM
1342
Total Clarity Wealth Management
Illinois
$23K +$27.7K +571 New
AWM
1343
Accel Wealth Management
Iowa
$22K -$4.84K -100 -15%
CAL
1344
Capital Analysts LLC
Pennsylvania
$22K -$3.63K -75 -12%
RDIA
1345
RE Dickinson Investment Advisors
Iowa
$22K – – –
VWM
1346
Valley Wealth Managers
New Jersey
$22K +$26.7K +551 New
HWMA
1347
Heritage Wealth Management (Arizona)
Arizona
$22K -$74.8K -1,544 -74%
BBPWM
1348
Blue Bell Private Wealth Management
Pennsylvania
$20K -$7.75K -160 -24%
DMKJ
1349
David M. Knott Jr
$20K – – –
SC
1350
SouthState Corp
Florida
$20K – – –
52 53
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55 56