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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2851
HC Advisors
Georgia
$477K -$466K -1,367 -50%
AIIMS
2852
Analyst IMS Investment Management Services
Israel
$477K +$229K +670 +94%
JHCP
2853
Jackson Hole Capital Partners
Oklahoma
$477K – – –
WH
2854
Willner & Heller
California
$476K +$3.07K +9 +0.7%
CAC
2855
Core Alternative Capital
Georgia
$476K +$1.71K +5 +0.4%
BTWM
2856
Brass Tax Wealth Management
Ohio
$476K +$290K +850 +160%
MC
2857
Machina Capital
France
$475K -$926K -2,714 -66%
HIIFS
2858
Harel Insurance Investments & Financial Services
Israel
$475K -$250K -732 -35%
FA
2859
Fermata Advisors
California
$474K -$29.7K -87 -6%
LWM
2860
Laidlaw Wealth Management
New York
$473K -$174K -511 -27%
SFP
2861
Sterling Financial Planning
New Jersey
$472K +$682 +2 +0.1%
NPA
2862
Nichols & Pratt Advisers
Massachusetts
$471K – – –
MC
2863
Marest Capital
California
$471K +$3.07K +9 +0.7%
CSWM
2864
Cassady Schiller Wealth Management
Ohio
$470K – – –
PI
2865
PEAK6 Investments
Illinois
$469K +$464K +1,361 +68,050%
BWA
2866
Burt Wealth Advisors
Maryland
$469K -$10.6K -31 -2%
SFS
2867
Summit Financial Strategies
Ohio
$467K +$2.05K +6 +0.4%
WCFA
2868
Walkner Condon Financial Advisors
Wisconsin
$467K -$29K -85 -6%
SDJVC
2869
St. Denis J. Villere & Co
Louisiana
$466K -$76.8K -225 -14%
MSG
2870
Main Street Group
Virginia
$466K -$49.1K -144 -9%
VCM
2871
Violich Capital Management
California
$465K – – –
PP
2872
PrairieView Partners
Minnesota
$465K +$291K +852 +170%
CCM
2873
Compass Capital Management
Minnesota
$465K – – –
ABLA
2874
Alan B. Lancz & Associates
Ohio
$465K +$461K +1,350 New
CAM
2875
Concorde Asset Management
Michigan
$464K +$12.6K +37 +3%
113 114
115
116 117