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Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1851
Alpha Omega Wealth Management
Virginia
$850K -$13.8K -200 -2%
OFG
1852
Oxford Financial Group
Indiana
$850K +$37.2K +541 +4%
FCB
1853
First County Bank
Connecticut
$850K -$59.1K -859 -6%
AF
1854
Aldebaran Financial
$850K +$96.2K +1,397 +12%
LIM
1855
Letson Investment Management
Georgia
$848K – – –
TC
1856
TFR Capital
Texas
$847K +$39.8K +578 +5%
BIM
1857
Baldwin Investment Management
Pennsylvania
$847K – – –
AL
1858
Aspiriant LLC
California
$844K -$77.4K -1,124 -8%
DA
1859
Detalus Advisors
Missouri
$843K +$2.2K +32 +0.3%
NI
1860
NFC Investments
Tennessee
$842K -$25.1K -364 -3%
LIM
1861
Lathrop Investment Management
Arkansas
$841K -$2.75K -40 -0.3%
FDS
1862
Freedom Day Solutions
Texas
$840K +$826 +12 +0.1%
OL
1863
one8zero8 LLC
North Carolina
$840K +$7.71K +112 +0.9%
PW
1864
Paladin Wealth
Minnesota
$840K -$10.7K -156 -1%
LWAM
1865
Legacy Wealth Asset Management
Minnesota
$838K -$356K -5,179 -29%
IP
1866
Ignite Planners
California
$838K -$12K -174 -1%
ATS
1867
Ashton Thomas Securities
New York
$835K +$10.3K +149 +1%
SFG
1868
Sovereign Financial Group
Connecticut
$835K +$46.5K +675 +6%
DCM
1869
Driehaus Capital Management
Illinois
$834K +$271K +3,941 +46%
S
1870
SimplyRich
California
$833K -$344 -5 -0%
AFG
1871
Allegheny Financial Group
Pennsylvania
$833K +$1.1K +16 +0.1%
WP
1872
Westmount Partners
California
$833K -$964 -14 -0.1%
CBT
1873
CoreFirst Bank & Trust
Kansas
$832K -$48.1K -699 -5%
ECM
1874
Estabrook Capital Management
New York
$832K – – –
AG
1875
Advocate Group
Minnesota
$831K -$36.9K -536 -4%
73 74
75
76 77