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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2676
Act Wealth Management
Texas
$205K -$5.04K -81 -2%
BEAM
2677
Baker Ellis Asset Management
Washington
$205K – – –
HCA
2678
Horan Capital Advisors
Ohio
$205K -$4.17K -67 -2%
CM
2679
Castleark Management
Illinois
$205K – – –
I
2680
IMPACTfolio
Colorado
$203K +$6.1K +98 +3%
WI
2681
Wedgewood Investors
Pennsylvania
$203K -$29.2K -470 -12%
BAAM
2682
Baker Avenue Asset Management
California
$203K +$39.2K +630 +23%
CH
2683
Canton Hathaway
Rhode Island
$203K – – –
FA
2684
Fountainhead AM
New Jersey
$203K +$210K +3,370 New
ACM
2685
Ategra Capital Management
Virginia
$202K +$111K +1,784 New
TWP
2686
Tempus Wealth Planning
California
$202K +$187 +3 +0.1%
SMA
2687
Seven Mile Advisory
New Jersey
$201K +$208K +3,341 New
PMFA
2688
Plante Moran Financial Advisors
Michigan
$201K -$15.4K -247 -7%
JEST
2689
JTC Employer Solutions Trustee
Jersey
$200K – – –
RA
2690
Rise Advisors
New York
$197K +$1.87K +30 +0.9%
TC
2691
Truvestments Capital
Florida
$196K +$4.23K +68 +2%
MWM
2692
Mascoma Wealth Management
New Hampshire
$193K -$12.4K -200 -6%
LFASL
2693
Lugano Financial Advisors SA (LFA)
Switzerland
$193K +$199K +3,200 New
BAM
2694
Bellevue Asset Management
Washington
$192K +$311 +5 +0.2%
RFA
2695
Resurgent Financial Advisors
Georgia
$189K -$6.78K -109 -3%
IRAG
2696
Investment Research & Advisory Group
Georgia
$189K -$15.2K -244 -7%
TWM
2697
Tradition Wealth Management
Minnesota
$188K +$21.9K +352 +13%
CAL
2698
Capital Advisors Ltd
Ohio
$188K +$120K +1,936 +163%
APW
2699
Acima Private Wealth
Virginia
$183K – – –
SIM
2700
Studio Investment Management
Illinois
$182K -$7.4K -119 -4%
106 107
108
109 110