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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2326
Trinity Financial Advisors
Ohio
$659K +$705K +2,389 New
ACM
2327
AUA Capital Management
Pennsylvania
$658K -$156K -529 -18%
PCMC
2328
Private Capital Management (Colorado)
Colorado
$658K +$285K +966 +68%
SA
2329
Shilanski & Associates
Alaska
$658K +$704K +2,385 New
TFP
2330
Tilia Fiduciary Partners
North Carolina
$657K +$4.13K +14 +0.6%
TI
2331
Truepoint Inc
Ohio
$654K -$5.9K -20 -0.8%
CHA
2332
Carmichael Hill & Associates
Maryland
$654K +$1.48K +5 +0.2%
IRAG
2333
Investment Research & Advisory Group
Georgia
$653K – – –
HAIM
2334
Hunter Associates Investment Management
Pennsylvania
$648K – – –
VFA
2335
Voya Financial Advisors
Connecticut
$647K +$7.08K +24 +1%
SMA
2336
Sage Mountain Advisors
Georgia
$646K -$5.61K -19 -0.8%
SAM
2337
Secure Asset Management
Michigan
$645K -$30.4K -103 -4%
PIA
2338
Powell Investment Advisors
Florida
$645K +$148K +501 +27%
C
2339
CEDRUS
Colorado
$644K +$117K +397 +20%
IDBONY
2340
Israel Discount Bank of New York
New York
$644K -$41.3K -140 -6%
MCM
2341
Mainstay Capital Management
Michigan
$643K -$88.6K -300 -11%
SFG
2342
Sunburst Financial Group
Alabama
$642K -$5.31K -18 -0.8%
MHR
2343
Matthew Hamilton Rosenberg
$642K +$33.4K +113 +5%
MTIC
2344
Missouri Trust & Investment Company
Missouri
$641K – – –
1IA
2345
1620 Investment Advisors
Massachusetts
$639K +$1.77K +6 +0.3%
SA
2346
SRN Advisors
Pennsylvania
$637K -$130K -439 -16%
PWA
2347
Peterson Wealth Advisors
Utah
$637K -$13K -44 -2%
PFT
2348
Providence First Trust
Arizona
$636K -$13K -44 -2%
PFG
2349
Piershale Financial Group
Illinois
$636K +$4.43K +15 +0.7%
EBWM
2350
Eagle Bluffs Wealth Management
Missouri
$635K -$52.5K -178 -7%
92 93
94
95 96