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Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
2151
Capital Advisory Group Advisory Services
Minnesota
$378K +$14.1K +253 +4%
CSPAM
2152
Cary Street Partners Asset Management
Virginia
$378K +$23.2K +416 +7%
WF
2153
Wayfinding Financial
Washington
$378K +$353K +6,346 New
CG
2154
Clarus Group
Texas
$377K +$1.84K +33 +0.5%
ML
2155
McAdam LLC
Pennsylvania
$377K +$5.68K +102 +2%
PA
2156
Probity Advisors
Texas
$376K -$8.46K -152 -2%
WOC
2157
West Oak Capital
California
$376K – – –
JBA
2158
Johnson Bixby & Associates
Washington
$375K -$46K -826 -12%
MMC
2159
Mizuho Markets Cayman
Cayman Islands
$374K -$515K -9,250 -59%
FFG
2160
Frisch Financial Group
New York
$374K -$7.18K -129 -2%
MF
2161
Montis Financial
Massachusetts
$373K +$351K +6,296 New
PFBT
2162
Parkside Financial Bank & Trust
Missouri
$372K -$324K -5,818 -48%
DDPIC
2163
Deroy & Devereaux Private Investment Counsel
Michigan
$372K -$8.8K -158 -2%
UF
2164
Univest Financial
Pennsylvania
$372K – – –
CWAG
2165
Compton Wealth Advisory Group
Virginia
$372K +$33K +592 +10%
MHR
2166
Matthew Hamilton Rosenberg
$372K +$68.1K +1,223 +24%
CCP
2167
Cassia Capital Partners
North Carolina
$371K +$349K +6,273 New
FWM
2168
ForthRight Wealth Management
Georgia
$370K -$350K -6,283 -50%
TVWM
2169
Tower View Wealth Management
Wisconsin
$370K +$6.07K +109 +2%
MS
2170
Maven Securities
Jersey
$370K +$348K +6,245 New
WDG
2171
Wealth Dimensions Group
Ohio
$369K +$88.5K +1,589 +34%
LAM
2172
L2 Asset Management
Massachusetts
$368K +$346K +6,220 New
PJSIMP
2173
P.J. Schmidt Investment Management (PJS)
Wisconsin
$367K – – –
NPF
2174
Norris Perne & French
Michigan
$366K +$21.1K +379 +7%
BHTS
2175
Bar Harbor Trust Services
Maine
$364K -$11.5K -207 -3%
85 86
87
88 89