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Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
2801
Summit X LLC
Missouri
$714K -$28.6K -70 -4%
FCM
2802
Fairbanks Capital Management
California
$713K -$238K -582 -24%
FA
2803
Fountainhead AM
New Jersey
$713K +$378K +925 +102%
LJHT
2804
Laurie J. Hall Trustee
$711K – – –
FP
2805
Financial Perspectives
Minnesota
$710K +$31K +76 +4%
RWRC
2806
R.W. Roge & Company
New York
$709K – – –
WAM
2807
Werlinich Asset Management
Connecticut
$708K – – –
OCG
2808
Opus Capital Group
Ohio
$708K -$112K -273 -13%
EBA
2809
Eagle Bay Advisors
New York
$708K -$57.2K -140 -7%
HFS
2810
Howard Financial Services
Texas
$706K +$86.2K +211 +13%
PB
2811
Pinnacle Bancorp
Nebraska
$705K -$14.3K -35 -2%
CG
2812
Clifford Group
Massachusetts
$704K +$3.68K +9 +0.5%
MPWS
2813
McCarter Private Wealth Services
Massachusetts
$703K +$6.54K +16 +0.9%
SHFA
2814
Sherrill & Hutchins Financial Advisory
Georgia
$702K +$2.04K +5 +0.3%
AC
2815
Asio Capital
Kentucky
$702K -$2.86K -7 -0.4%
SFG
2816
Seamount Financial Group
Colorado
$702K -$13.9K -34 -2%
FB
2817
Finward Bancorp
Indiana
$700K +$735K +1,800 New
PAS
2818
Professional Advisory Services
Florida
$700K – – –
PCA
2819
Purkiss Capital Advisors
Connecticut
$698K +$733K +1,795 New
BFPW
2820
BOK Financial Private Wealth
Colorado
$697K -$341K -835 -32%
NCM
2821
Noesis Capital Mangement
Florida
$697K -$252K -616 -26%
SWG
2822
Summit Wealth Group
Vermont
$696K -$5.31K -13 -0.7%
MKW
2823
Mullaney, Keating & Wright
Connecticut
$696K +$2.04K +5 +0.3%
WWP
2824
WR Wealth Planners
Missouri
$695K -$170K -415 -19%
FI
2825
Finivi Inc
Massachusetts
$693K +$32.3K +79 +5%
111 112
113
114 115