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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
2051
Triangle Securities Wealth Management
North Carolina
$421K +$20.7K +60 +5%
SVWAG
2052
Sound View Wealth Advisors Group
Georgia
$419K -$21.4K -62 -4%
SIM
2053
Sadoff Investment Management
Wisconsin
$418K -$47.2K -137 -9%
MC
2054
Matisse Capital
Oregon
$418K – – –
HI
2055
Hudock Inc
Pennsylvania
$415K -$68.9K -200 -13%
CPA
2056
Cardiff Park Advisors
California
$415K -$41K -119 -8%
SW
2057
SkyOak Wealth
Michigan
$414K -$53.4K -155 -11%
CP
2058
Castleview Partners
Texas
$413K -$724K -2,102 -56%
CA
2059
CV Advisors
Florida
$412K – – –
GAM
2060
Grandview Asset Management
Pennsylvania
$412K +$8.95K +26 +2%
KFP
2061
KB Financial Partners
New Jersey
$411K +$237K +689 +112%
SAM
2062
Silphium Asset Management
United Kingdom
$410K -$68.9K -200 -13%
JSL
2063
JT Stratford LLC
Georgia
$410K -$86.8K -252 -16%
DI
2064
DFPG Investments
Utah
$409K -$35.5K -103 -8%
NB
2065
Northwest Bancshares
Pennsylvania
$408K – – –
MS
2066
Mizuho Securities
Japan
$407K -$1.97M -5,719 -83%
FPWM
2067
FSB Premier Wealth Management
Iowa
$407K -$10.3K -30 -2%
VC
2068
Veery Capital
Delaware
$407K +$3.79K +11 +0.9%
ZIG
2069
Zuckerman Investment Group
Illinois
$407K +$41K +119 +10%
VAG
2070
VisionPoint Advisory Group
Texas
$406K +$399K +1,158 New
MC
2071
Merlin Capital
Rhode Island
$405K -$15.2K -44 -3%
AP
2072
Arlington Partners
Alabama
$404K +$53.7K +156 +14%
GAM
2073
Gould Asset Management
California
$404K +$442K +1,282 New
RWA
2074
Redhawk Wealth Advisors
Minnesota
$403K +$15.5K +45 +4%
WFMPM
2075
Woodley Farra Manion Portfolio Management
Indiana
$401K -$55.8K -162 -11%
81 82
83
84 85