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Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
2576
GW&K Investment Management
Massachusetts
$185K +$6.34K +156 +4%
CAM
2577
Clarity Asset Management
Iowa
$185K +$150K +3,681 New
BC
2578
Barrett & Company
Rhode Island
$184K +$8.53K +210 +6%
MSG
2579
Main Street Group
Virginia
$182K +$147K +3,623 New
JEST
2580
JTC Employer Solutions Trustee
Jersey
$182K – – –
CWM
2581
Cedar Wealth Management
California
$181K – – –
HGERS
2582
Householder Group Estate & Retirement Specialist
Arizona
$181K -$86K -2,117 -37%
HB
2583
Horizon Bancorp
Indiana
$179K – – –
BCP
2584
Blue Chip Partners
Michigan
$178K +$325 +8 +0.2%
SAG
2585
Spotlight Asset Group
Illinois
$177K – – –
MSFP
2586
Mark Sheptoff Financial Planning
Connecticut
$176K – – –
CBT
2587
CoreFirst Bank & Trust
Kansas
$173K -$83K -2,043 -37%
NF
2588
Norwood Financial
Pennsylvania
$171K -$3.05K -75 -2%
CAC
2589
Core Alternative Capital
Georgia
$171K -$12.8K -314 -8%
FMP
2590
Financial Management Professionals
Texas
$170K -$28.3K -696 -17%
A
2591
AJOVista
Massachusetts
$165K +$134K +3,291 New
RA
2592
Rational Advisors
New York
$164K -$188K -4,629 -59%
SNB
2593
Security National Bank
Nebraska
$163K +$132K +3,250 New
CWM
2594
Cranbrook Wealth Management
Michigan
$162K – – –
RDFA
2595
Ritter Daniher Financial Advisory
Ohio
$162K – – –
BIA
2596
Bell Investment Advisors
California
$161K -$66.8K -1,645 -34%
CCMI
2597
Creative Capital Management Investments
California
$158K – – –
M
2598
MOTCO
Texas
$157K -$29.7K -730 -19%
AFG
2599
Albion Financial Group
Utah
$154K – – –
LFA
2600
Livelsberger Financial Advisory
Ohio
$153K +$124K +3,052 New
102 103
104
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