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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3801
Baron Wealth Management
Michigan
$226K -$123K -338 -33%
SR
3802
Syntax Research
Florida
$226K -$46.3K -127 -16%
MSR
3803
Main Street Research
Connecticut
$226K -$101K -276 -29%
AIP
3804
Alexis Investment Partners
Texas
$225K -$562K -1,542 -69%
AF
3805
Align Financial
Minnesota
$224K – – –
BS
3806
Brighton Securities
New York
$224K -$7.65K -21 -3%
WG
3807
Watchman Group
Texas
$224K -$5.1K -14 -2%
I
3808
IMPACTfolio
Colorado
$224K – – –
DWS
3809
Dynamic Wealth Strategies
California
$224K +$7.29K +20 +3%
B
3810
Barings
North Carolina
$224K +$30.2K +83 +14%
PTB
3811
Pioneer Trust Bank
Oregon
$223K +$7.65K +21 +3%
GMFG
3812
Greater Midwest Financial Group
Minnesota
$223K – – –
MAM
3813
Milestone Asset Management
Pennsylvania
$223K +$247K +677 New
ASG
3814
Ariston Services Group
California
$222K -$246K -676 Closed
CCP
3815
Caden Capital Partners
California
$222K +$138K +378 +127%
AWA
3816
AmeriServ Wealth Advisors
Pennsylvania
$222K +$29.5K +81 +14%
FFG
3817
Fortress Financial Group
Minnesota
$222K +$1.46K +4 +0.6%
TLCM
3818
Twin Lakes Capital Management
California
$222K – – –
PFM
3819
Patton Fund Management
Texas
$222K +$21.9K +60 +10%
NCM
3820
Next Capital Management
New York
$222K +$246K +675 New
RW
3821
Rockport Wealth
Ohio
$222K +$246K +675 New
BCM
3822
Bourgeon Capital Management
Connecticut
$222K +$3.28K +9 +1%
BI
3823
Berkeley Inc
Idaho
$221K -$76.9K -211 -24%
AWMM
3824
Aegis Wealth Management (Maryland)
Maryland
$221K -$21.1K -58 -8%
IP
3825
Isthmus Partners
Wisconsin
$220K -$16K -44 -6%
151 152
153
154 155