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Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
1801
Harel Insurance Investments & Financial Services
Israel
$387K -$2.22M -64,970 -81%
SGK
1802
Steigerwald Gordon & Koch
Virginia
$387K -$55.4K -1,625 -10%
PAIM
1803
Punch & Associates Investment Management
Minnesota
$387K – – –
CIA
1804
Caerus Investment Advisors
Texas
$387K +$51.3K +1,504 +11%
MSFS
1805
Main Street Financial Solutions
Pennsylvania
$385K -$8.49K -249 -2%
EWM
1806
Evermay Wealth Management
Virginia
$383K -$102K -2,982 -17%
PCM
1807
Pennsylvania Capital Management
Pennsylvania
$383K -$205 -6 -0%
WAAG
1808
Wealth Alliance Advisory Group
Kansas
$383K +$61.4K +1,800 +14%
OFS
1809
OneAscent Financial Services
Alabama
$382K -$129K -3,795 -20%
SP
1810
Symmetry Partners
Connecticut
$381K -$1M -29,406 -67%
VFPI
1811
Vantage Financial Partners (Illinois)
Illinois
$381K -$215K -6,300 -30%
AWM
1812
Aberdeen Wealth Management
Illinois
$381K – – –
SIC
1813
Sigma Investment Counselors
Michigan
$381K +$17.2K +505 +4%
CF
1814
Clarity Financial
Texas
$380K +$142K +4,171 +39%
BWM
1815
BlackDiamond Wealth Management
New York
$379K -$32.2K -943 -6%
BFA
1816
Beacon Financial Advisory
Ohio
$378K -$57.4K -1,683 -10%
PWA
1817
Providence Wealth Advisors
Illinois
$378K -$23.5K -688 -5%
RHBC
1818
R.H. Bluestein & Co
Michigan
$376K -$13.6K -400 -3%
PAM
1819
Peak Asset Management
Colorado
$376K – – –
PIA
1820
Powell Investment Advisors
Florida
$375K +$146K +4,294 +42%
AW
1821
Apricus Wealth
South Carolina
$373K -$161K -4,725 -25%
CIA
1822
Citadel Investment Advisory
Ohio
$373K +$8.52K +250 +2%
AC
1823
Apella Capital
Connecticut
$372K -$99K -2,905 -17%
6F
1824
626 Financial
Michigan
$372K -$18.7K -548 -4%
WIA
1825
Westbourne Investment Advisors
Maryland
$372K +$1.71K +50 +0.3%
71 72
73
74 75