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Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1401
Interchange Capital Partners
Pennsylvania
$344K +$106K +240 +44%
DCM
1402
Donaldson Capital Management
Indiana
$341K -$148K -336 -30%
NCM
1403
Northside Capital Management
Oregon
$341K – – –
JCM
1404
Jacobsen Capital Management
Utah
$340K +$7.48K +17 +2%
LI
1405
LMCG Investments
Massachusetts
$338K +$2.64K +6 +0.8%
FOA
1406
Five Oceans Advisors
California
$338K +$106K +242 +46%
PVI
1407
Pine Valley Investments
New Jersey
$336K -$22K -50 -6%
RWA
1408
Rooted Wealth Advisors
Illinois
$335K – – –
SOW
1409
State of Wyoming
Wyoming
$335K -$136K -310 -29%
RG
1410
Renaissance Group
Kentucky
$333K – – –
CFS
1411
CRA Financial Services
New Jersey
$333K +$20.7K +47 +7%
SAM
1412
Strategy Asset Managers
California
$333K +$19.8K +45 +5%
FWM
1413
Foguth Wealth Management
Michigan
$332K +$333K +757 New
PBO
1414
Peoples Bank (Ohio)
Ohio
$331K – – –
CP
1415
Canopy Partners
Ohio
$330K +$3.08K +7 +0.9%
MAG
1416
M3 Advisory Group
Massachusetts
$329K +$27.7K +63 +9%
HBT
1417
Heartland Bank & Trust
Illinois
$329K +$3.08K +7 +0.9%
AAP
1418
Arax Advisory Partners
Colorado
$328K +$139K +316 +73%
CFP
1419
Cascade Financial Partners
California
$328K – – –
NJIM
1420
Nabity-Jensen Investment Management
Nebraska
$327K – – –
SAI
1421
Savvy Advisors Inc
New York
$327K +$328K +745 New
RCM
1422
Radnor Capital Management
Pennsylvania
$326K – – –
SBIA
1423
Sheaff Brock Investment Advisors
Indiana
$324K -$31.7K -72 -9%
AAM
1424
Aureus Asset Management
Massachusetts
$324K +$16.7K +38 +5%
PWG
1425
Portside Wealth Group
Utah
$323K -$14.5K -33 -4%
55 56
57
58 59