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Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
2801
First Business Financial Services
Wisconsin
$658K – – –
KFA
2802
Krane Funds Advisors
New York
$656K +$12.7K +35 +2%
CIA
2803
Compass Ion Advisors
Pennsylvania
$655K +$2.17K +6 +0.3%
FOA
2804
Five Oceans Advisors
California
$654K +$5.43K +15 +0.8%
VC
2805
Vicus Capital
Pennsylvania
$654K -$72.4K -200 -10%
HIG
2806
Heritage Investment Group
Florida
$654K – – –
BBPWM
2807
Blue Bell Private Wealth Management
Pennsylvania
$653K +$53.9K +149 +9%
ASBI
2808
American State Bank (Iowa)
Iowa
$653K +$16.3K +45 +3%
TI
2809
Truepoint Inc
Ohio
$653K -$18.1K -50 -3%
MHWM
2810
Montz Harcus Wealth Management
Louisiana
$652K -$60.4K -167 -9%
MCC
2811
Malaga Cove Capital
California
$652K +$23.5K +65 +4%
MSWA
2812
Marshall & Sterling Wealth Advisors
New York
$652K -$2.9K -8 -0.4%
FFG
2813
Fortem Financial Group
California
$652K +$45.2K +125 +8%
NA
2814
Nordwand Advisors
Pennsylvania
$651K +$643K +1,776 New
SWIM
2815
Smallwood Wealth Investment Management
New Jersey
$651K – – –
FP
2816
Financial Perspectives
Minnesota
$651K +$362 +1 +0.1%
SIG
2817
Spinnaker Investment Group
California
$651K -$29.3K -81 -4%
1C
2818
111 Capital
France
$650K +$53.2K +147 +9%
MKW
2819
Mullaney, Keating & Wright
Connecticut
$650K – – –
RF
2820
Roxbury Financial
New Jersey
$650K +$3.26K +9 +0.5%
BSHC
2821
Breed's Hill Capital
Massachusetts
$649K +$72.4K +200 +13%
CWM
2822
Centurion Wealth Management
Virginia
$649K +$84K +232 +15%
PR
2823
Payden & Rygel
California
$649K -$11.2M -31,000 -95%
OCG
2824
Opus Capital Group
Ohio
$649K – – –
LW
2825
Libra Wealth
California
$649K +$26.4K +73 +4%
111 112
113
114 115