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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1501
Avantax Planning Partners
Iowa
$381K -$89.6K -760 -22%
OFS
1502
OneAscent Financial Services
Alabama
$381K -$528K -4,484 -62%
SC
1503
Sapient Capital
Indiana
$380K +$1.06K +9 +0.3%
FL
1504
Fort LP
Maryland
$378K -$23.7K -201 -7%
CW
1505
Channel Wealth
California
$378K +$1.77K +15 +0.6%
THWM
1506
Taylor Hoffman Wealth Management
Virginia
$376K -$16.3K -138 -5%
MCM
1507
Maple Capital Management
Vermont
$376K – – –
WFS
1508
Widmann Financial Services
Maryland
$375K -$32.2K -273 -9%
BCMO
1509
Buckingham Capital Management (Ohio)
Ohio
$375K -$10.4K -88 -3%
YLHM
1510
Yelin Lapidot Holdings Management
Israel
$375K – – –
RIM
1511
Rockbridge Investment Management
New York
$375K -$8.6K -73 -3%
EP
1512
Eudaimonia Partners
Tennessee
$375K -$6.01K -51 -2%
CWP
1513
Capital Wealth Planning
Florida
$374K – – –
EBSAM
1514
Eubel Brady & Suttman Asset Management
Ohio
$374K +$4.6K +39 +1%
PAM
1515
Peak Asset Management
Colorado
$374K -$589 -5 -0.2%
MTIM
1516
Marathon Trading Investment Management
Pennsylvania
$374K +$314K +2,666 New
MPW
1517
Monterey Private Wealth
California
$372K +$1.77K +15 +0.6%
BIC
1518
Beach Investment Counsel
Pennsylvania
$371K – – –
AC
1519
AIFG Consultants
New York
$371K – – –
MA
1520
MCF Advisors
Kentucky
$370K -$314K -2,668 -50%
BSB
1521
Bangor Savings Bank
Maine
$370K – – –
LS
1522
Livforsakringsbolaget Skandia
Sweden
$369K – – –
SRC
1523
Sage Rhino Capital
California
$369K -$1.89K -16 -0.6%
KFG
1524
Kingdom Financial Group
Arizona
$369K +$10.5K +89 +3%
CC
1525
Callan Capital
California
$368K +$309K +2,625 New
59 60
61
62 63