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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2101
Summitry LLC
California
$692K +$44.5K +639 +7%
NAMP
2102
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$690K – – –
WF
2103
WoodTrust Financial
Wisconsin
$689K – – –
SRIM
2104
Saratoga Research & Investment Management
California
$689K -$3.21K -46 -0.5%
IPW
2105
Impact Partnership Wealth
Georgia
$687K +$686K +9,834 New
MCP
2106
Miller Capital Partners
Michigan
$685K +$683K +9,800 New
JAG
2107
Journey Advisory Group
Kentucky
$683K +$33K +473 +5%
FHWM
2108
Fox Hill Wealth Management
Massachusetts
$683K -$108K -1,555 -14%
PH
2109
Pinnacle Holdings
Oklahoma
$681K +$70 +1 +0%
KLCM
2110
KG&L Capital Management
Louisiana
$680K -$1.39M -19,898 -67%
TSMHT
2111
Thurston Springer Miller Herd & Titak
Indiana
$679K +$585K +8,391 +634%
AWA
2112
AGH Wealth Advisors
Kansas
$678K -$41.9K -601 -6%
LSPW
2113
Lake Street Private Wealth
Illinois
$678K +$22.1K +317 +3%
FCB
2114
First County Bank
Connecticut
$677K -$218K -3,132 -24%
FNBOMD
2115
First National Bank of Mount Dora
Florida
$676K -$13.9K -200 -2%
SWA
2116
Strata Wealth Advisors
Texas
$676K -$53K -760 -7%
TFO
2117
Tarbox Family Office
California
$675K -$9.41K -135 -1%
PIP
2118
Peachtree Investment Partners
Florida
$675K -$137K -1,972 -17%
OL
2119
Optas LLC
Texas
$674K +$44.5K +638 +7%
SLC
2120
Second Line Capital
Louisiana
$673K +$20.4K +292 +3%
QFA
2121
Quantum Financial Advisors
California
$672K +$331K +4,746 +97%
RBFC
2122
Roman Butler Fullerton & Co
Missouri
$672K -$105K -1,502 -14%
SCP
2123
Sivia Capital Partners
California
$669K +$47.8K +685 +8%
GHAM
2124
Gilman Hill Asset Management
Connecticut
$667K -$20.2K -290 -3%
CSI
2125
Cross Staff Investments
New York
$667K -$8.02K -115 -1%
83 84
85
86 87