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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1826
TRUE Private Wealth Advisors
Oregon
$791K +$56.1K +1,131 +7%
BFM
1827
Boothbay Fund Management
New York
$791K +$791K +15,956 New
MW
1828
Marcum Wealth
Ohio
$790K +$78.6K +1,586 +11%
ACA
1829
Affinity Capital Advisors
California
$787K -$38.9K -784 -5%
MSFS
1830
Main Street Financial Solutions
Pennsylvania
$782K +$49.9K +1,007 +7%
BCAM
1831
Boston Common Asset Management
Massachusetts
$781K -$74.7K -1,508 -9%
FFC
1832
First Financial Corp
Indiana
$780K -$4.96K -100 -0.6%
OWP
1833
Obermeyer Wealth Partners
Colorado
$779K – – –
CA
1834
Cornerstone Advisory
Maryland
$779K +$1.44K +29 +0.2%
SMH
1835
Sanders Morris Harris
Texas
$778K – – –
CRWM
1836
Castle Rock Wealth Management
California
$775K -$561K -11,327 -41%
PH
1837
Pinnacle Holdings
Oklahoma
$772K +$81.7K +1,648 +12%
CA
1838
CoreCap Advisors
Michigan
$772K -$392K -7,904 -34%
FFG
1839
Frisch Financial Group
New York
$771K +$23.8K +481 +3%
SFG
1840
StrategIQ Financial Group
Indiana
$768K +$9.91K +200 +1%
RHBC
1841
R.H. Bluestein & Co
Michigan
$767K – – –
CL
1842
Choreo LLC
Illinois
$761K +$12.1K +245 +2%
TIA
1843
Traphagen Investment Advisors
New Jersey
$758K -$66.9K -1,349 -8%
VCM
1844
Vivaldi Capital Management
Illinois
$756K -$21.1K -426 -2%
BFG
1845
Berger Financial Group
Minnesota
$756K +$74.2K +1,497 +11%
GDP
1846
Great Diamond Partners
Maine
$751K +$16.2K +327 +2%
AMBIA
1847
Allen Mooney & Barnes Investment Advisors
Georgia
$750K +$750K +15,134 New
WA
1848
Waverly Advisors
Alabama
$749K +$7.29K +147 +1%
CAM
1849
Campion Asset Management
Virginia
$749K +$42.1K +850 +6%
BPCE
1850
Bank Pictet & Cie (Europe)
Germany
$748K – – –
72 73
74
75 76