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Name Holding Trade Value Shares
Change 		Change in
Stake
HG
1601
Herbst Group
Connecticut
$1.2M – – –
RIM
1602
Redwood Investment Management
Arizona
$1.2M +$348K +957 +41%
NF
1603
Nikulski Financial
Iowa
$1.2M +$74.5K +205 +7%
CF
1604
Copperwynd Financial
Arizona
$1.2M +$17.4K +48 +1%
CL
1605
Choreo LLC
Illinois
$1.19M +$687K +1,892 +137%
SW
1606
SlateStone Wealth
Florida
$1.19M -$7.26K -20 -0.6%
MSFS
1607
Main Street Financial Solutions
Pennsylvania
$1.19M +$62.5K +172 +6%
FNBSF
1608
First National Bank Sioux Falls
South Dakota
$1.18M – – –
MC
1609
Middleton & Co
Massachusetts
$1.18M +$5.81K +16 +0.5%
WEG
1610
World Equity Group
Illinois
$1.18M +$38.9M +107,197 +2,308%
AWM
1611
Accurate Wealth Management
Florida
$1.18M +$52.3K +144 +5%
TIA
1612
Trust Investment Advisors
Indiana
$1.17M -$12.7K -35 -1%
LB
1613
Leo Brokerage
Texas
$1.17M +$1.17M +3,222 New
FFM
1614
Forum Financial Management
Illinois
$1.17M -$111K -306 -9%
CWAG
1615
Compton Wealth Advisory Group
Virginia
$1.17M +$51.9K +143 +5%
VPI
1616
Value Partners Investments
Manitoba, Canada
$1.16M +$24.3K +67 +2%
NFG
1617
Nations Financial Group
Iowa
$1.16M -$42.9K -118 -4%
SG
1618
StoneX Group
New York
$1.15M +$191K +525 +20%
WCA
1619
Waratah Capital Advisors
Ontario, Canada
$1.15M -$3.15M -8,672 -73%
DA
1620
Doliver Advisors
Texas
$1.15M -$229K -630 -17%
PCMC
1621
Private Capital Management (Colorado)
Colorado
$1.15M +$89.7K +247 +8%
FFS
1622
Founders Financial Securities
Maryland
$1.15M +$254K +698 +28%
DIM
1623
Delta Investment Management
California
$1.15M -$66.1K -182 -5%
RZH
1624
Relyea Zuckerberg Hanson
Connecticut
$1.15M +$49K +135 +4%
QC
1625
Quent Capital
New York
$1.14M +$77.7K +214 +7%
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