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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
2501
Select Asset Management & Trust
Pennsylvania
$558K -$466K -900 -46%
HB
2502
Horizon Bancorp
Indiana
$558K +$7.76K +15 +1%
LF
2503
LifeSteps Financial
California
$557K -$27.4K -53 -5%
SRC
2504
Sage Rhino Capital
California
$556K -$3.62K -7 -0.7%
CCA
2505
Conestoga Capital Advisors
Pennsylvania
$556K – – –
SAF
2506
Smith Anglin Financial
Texas
$554K -$81.8K -158 -13%
GAM
2507
Grandview Asset Management
Pennsylvania
$554K +$9.84K +19 +2%
CIS
2508
Continental Investors Services
Washington
$554K +$15K +29 +3%
CB
2509
CNB Bank
Pennsylvania
$553K -$22.8K -44 -4%
CMAI
2510
Capital Management Associates Inc
Minnesota
$552K – – –
DTC
2511
Davidson Trust Company
Washington
$551K – – –
DO
2512
denkapparat Operations
Germany
$549K +$539K +1,042 New
PIM
2513
Pullen Investment Management
Florida
$548K – – –
CFAM
2514
Center For Asset Management
Florida
$548K +$143K +276 +36%
GWM
2515
GK Wealth Management
Nevada
$548K +$538K +1,040 New
OWM
2516
OneAscent Wealth Management
Alabama
$547K -$343K -662 -39%
FM
2517
Foster & Motley
Ohio
$547K -$40.9K -79 -7%
NFSG
2518
Newbridge Financial Services Group
Florida
$544K +$17.1K +33 +3%
EFG
2519
Embree Financial Group
Illinois
$543K +$518 +1 +0.1%
LAS
2520
LWM Advisory Services
Florida
$543K – – –
EL
2521
EWA LLC
Pennsylvania
$542K +$5.18K +10 +1%
FWP
2522
FAS Wealth Partners
Kansas
$541K +$38.8K +75 +8%
FCM
2523
Family Capital Management
Michigan
$540K +$86.5K +167 +19%
ATS
2524
Ashton Thomas Securities
New York
$539K +$90.1K +174 +20%
VWM
2525
Vivid Wealth Management
Iowa
$538K -$56.4K -109 -10%
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