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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1501
Broadwater Capital
Massachusetts
$263K – – –
FCCM
1502
First City Capital Management
Georgia
$263K – – –
IA
1503
IAM Advisory
Pennsylvania
$263K – – –
MAM
1504
Montchanin Asset Management
Delaware
$263K – – –
TC
1505
Trilogy Capital
California
$263K -$7.04K -16 -3%
TWA
1506
Talisman Wealth Advisors
New Jersey
$262K -$880 -2 -0.3%
CSPAM
1507
Cary Street Partners Asset Management
Virginia
$262K +$5.72K +13 +2%
VAS
1508
Vestmark Advisory Solutions
Massachusetts
$261K +$5.28K +12 +2%
LFG
1509
Lockerman Financial Group
California
$259K +$14.5K +33 +6%
SLC
1510
Second Line Capital
Louisiana
$258K +$440 +1 +0.2%
CHP
1511
Cable Hill Partners
Oregon
$256K +$257K +584 New
CF
1512
Copperwynd Financial
Arizona
$256K +$11.9K +27 +5%
SSB
1513
Sandy Spring Bank
Maryland
$254K +$24.2K +55 +10%
BAM
1514
BOS Asset Management
Illinois
$253K – – –
GCM
1515
Gladius Capital Management
Illinois
$249K -$92.4K -210 -27%
MSFS
1516
Main Street Financial Solutions
Pennsylvania
$249K +$7.48K +17 +3%
SOS
1517
Silver Oak Securities
Tennessee
$248K +$7.92K +18 +3%
SL
1518
Summitry LLC
California
$248K +$22.4K +51 +10%
SAI
1519
Systematic Alpha Investments
New Jersey
$247K – – –
GAB
1520
German American Bancorp
Indiana
$247K +$45.3K +103 +22%
HCM
1521
HMS Capital Management
Tennessee
$247K – – –
LAM
1522
Lakewood Asset Management
Illinois
$247K – – –
HIP
1523
HUB Investment Partners
Texas
$246K +$30.8K +70 +14%
DWM
1524
Dopkins Wealth Management
New York
$244K +$25.1K +57 +11%
RSWM
1525
Robertson Stephens Wealth Management
California
$244K +$244K +555 New
59 60
61
62 63