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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2526
Crumly & Associates
Illinois
$346K -$21.5K -329 -6%
BHPW
2527
Beverly Hills Private Wealth
California
$345K +$15K +230 +4%
KOMWMG
2528
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$344K +$783 +12 +0.2%
UIM
2529
Unified Investment Management
Georgia
$344K +$360K +5,520 New
MHC
2530
May Hill Capital
Massachusetts
$343K +$360K +5,511 New
SRC
2531
Sage Rhino Capital
California
$342K -$4.24K -65 -1%
LSPW
2532
Lake Street Private Wealth
Illinois
$340K -$73.3K -1,123 -17%
OAS
2533
Optivise Advisory Services
Tennessee
$340K +$55.5K +850 +18%
SCM
2534
Stevens Capital Management
Pennsylvania
$340K -$2.88M -44,152 -89%
TCOTS
2535
Trust Company of the South
North Carolina
$340K -$54.1K -829 -13%
SEA
2536
Stegent Equity Advisors
Texas
$339K +$89.9K +1,378 +34%
IW
2537
Instrumental Wealth
Florida
$339K +$457 +7 +0.1%
LBC
2538
Leigh Baldwin & Co
New York
$338K +$354K +5,430 New
PCFFS
2539
Pacific Center for Financial Services
California
$338K – – –
GAA
2540
Global Assets Advisory
Florida
$337K -$6.14K -94 -2%
BS
2541
Brighton Securities
New York
$337K +$354K +5,418 New
AI
2542
AXS Investments
New York
$337K -$2.48K -38 -0.7%
BCM
2543
Becker Capital Management
Oregon
$337K -$404K -6,190 -53%
NLP
2544
Next Level Private
New York
$337K +$1.18K +18 +0.3%
VWA
2545
VSM Wealth Advisory
Maryland
$336K +$353K +5,404 New
BWA
2546
Bordeaux Wealth Advisors
California
$336K -$76.4K -1,171 -18%
BOTPPF
2547
Board of the Pension Protection Fund
United Kingdom
$336K +$352K +5,400 New
SCA
2548
Sippican Capital Advisors
Massachusetts
$336K – – –
HCWM
2549
Hidden Cove Wealth Management
Washington
$336K +$352K +5,399 New
APW
2550
Aurora Private Wealth
New Jersey
$336K -$11.6K -178 -3%
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102
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