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Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
1476
Wellesley Investment Partners
Massachusetts
$1.06M -$153K -544 -13%
MFG
1477
Magnus Financial Group
New York
$1.06M +$136K +483 +16%
PCM
1478
Pointe Capital Management
Michigan
$1.06M +$24K +85 +2%
OPS
1479
Orion Portfolio Solutions
Nebraska
$1.06M +$215K +762 +27%
GCAC
1480
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.05M +$71.9K +255 +5%
NJBEST
1481
New Jersey Better Educational Savings Trust
New Jersey
$1.05M – – –
CAAS
1482
Capital Asset Advisory Services
Michigan
$1.05M +$17.5K +62 +2%
WG
1483
Welch Group
Alabama
$1.05M +$385K +1,366 +63%
MWM
1484
Mission Wealth Management
California
$1.04M +$55.3K +196 +6%
NIT
1485
NumerixS Investment Technologies
British Columbia, Canada
$1.03M -$396K -1,403 -29%
LFASL
1486
Lugano Financial Advisors SA (LFA)
Switzerland
$1.03M -$225K -799 -19%
UC
1487
Unio Capital
New Jersey
$1.03M – – –
ACM
1488
AUA Capital Management
Pennsylvania
$1.03M – – –
YIA
1489
YHB Investment Advisors
Connecticut
$1.03M +$70.5K +250 +8%
BAM
1490
Belpointe Asset Management
Nevada
$1.03M +$85.4K +303 +10%
JDR
1491
Jay D. Rosenbaum
$1.03M +$65.1K +231 +7%
SIG
1492
Sargent Investment Group
Maryland
$1.02M +$9.87K +35 +1%
SNB
1493
Security National Bank
Nebraska
$1.02M -$28.2K -100 -3%
GBT
1494
Grove Bank & Trust
Florida
$1.02M +$242K +860 +33%
HH
1495
HWG Holdings
Texas
$1.02M +$968K +3,435 New
AJ
1496
Ashburton (Jersey)
Jersey
$1.01M -$121K -430 -11%
BP
1497
BBR Partners
New York
$999K +$377K +1,337 +66%
AWM
1498
Aevitas Wealth Management
Massachusetts
$997K +$62.3K +221 +7%
OFS
1499
Orrstown Financial Services
Pennsylvania
$995K -$20.6K -73 -2%
FL
1500
Fort LP
Maryland
$994K -$1.69M -5,994 -64%
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