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Name Holding Trade Value Shares
Change 		Change in
Stake
LCG
1501
Lakeshore Capital Group
Illinois
$230K +$259K +11,478 New
GAM
1502
Gemmer Asset Management
California
$230K -$84.4K -3,742 -25%
CIA
1503
Citadel Investment Advisory
Ohio
$230K -$34.9K -1,547 -12%
GLLW
1504
Graves Light Lenhart Wealth
Virginia
$229K -$27.1K -1,200 -9%
NDSI
1505
Newman Dignan & Sheerar Inc
Rhode Island
$229K +$203 +9 +0.1%
SFC
1506
Swisher Financial Concepts
Ohio
$229K -$78.2K -3,468 -23%
AC
1507
Avenir Corporation
Virginia
$228K – – –
AIC
1508
Archer Investment Corporation
Indiana
$228K +$518 +23 +0.2%
GI
1509
GAMCO Investors
Connecticut
$228K -$217K -9,647 -46%
SC
1510
SouthState Corp
Florida
$228K -$51.4K -2,281 -17%
TIA
1511
Traphagen Investment Advisors
New Jersey
$228K -$29.7K -1,319 -10%
IP
1512
Ignite Planners
California
$227K -$2.1K -93 -0.8%
LJHT
1513
Laurie J. Hall Trustee
$227K -$250K -11,100 -49%
AIM
1514
Acropolis Investment Management
Missouri
$227K -$62.1K -2,756 -20%
OL
1515
OneFund LLC
Florida
$227K +$2.07K +92 +0.8%
MPIA
1516
Mountain Pacific Investment Advisers
Idaho
$226K -$45.1K -2,000 -15%
SA
1517
SRH Advisors
Kansas
$225K -$74.4K -3,300 -23%
SAM
1518
S.A. Mason
Michigan
$225K -$11.3K -500 -4%
PP
1519
PDS Planning
Ohio
$225K -$80.5K -3,569 -24%
C
1520
Covestor
United Kingdom
$225K +$49.4K +2,190 +24%
MYIA
1521
Mount Yale Investment Advisors
Colorado
$225K -$37K -1,642 -13%
WCM
1522
Windsor Capital Management
Arizona
$225K -$35.1K -1,555 -12%
EWA
1523
Evolution Wealth Advisors
Florida
$225K +$253K +11,215 New
MA
1524
Montag & Associates
Georgia
$225K +$6.76K +300 +3%
FAM
1525
Flaharty Asset Management
Florida
$225K +$67.6K +3,000 +37%
59 60
61
62 63