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Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
2101
Sage Rhino Capital
California
$336K +$2.44K +7 +0.7%
EHWM
2102
Eads & Heald Wealth Management
Georgia
$334K -$150K -429 -31%
POIA
2103
Pin Oak Investment Advisors
Texas
$334K -$70.5K -202 -18%
CIA
2104
Compass Ion Advisors
Pennsylvania
$332K +$12.9K +37 +4%
CFD
2105
Creative Financial Designs
Indiana
$332K +$32.4K +93 +11%
SIG
2106
Sargent Investment Group
Maryland
$331K +$43.6K +125 +16%
CBTWT
2107
Community Bank & Trust (Waco, Texas)
Texas
$329K +$24.1K +69 +8%
MSA
2108
Marino Stram & Associates
Massachusetts
$325K +$698 +2 +0.2%
WDC
2109
Woodward Diversified Capital
California
$322K -$56.2K -161 -15%
PWAG
2110
Polaris Wealth Advisory Group
California
$321K -$140K -402 -32%
AFAS
2111
Acorn Financial Advisory Services
Virginia
$321K -$28.6K -82 -8%
CIM
2112
Contravisory Investment Management
Massachusetts
$321K +$7.68K +22 +3%
CFG
2113
Cooper Financial Group
California
$320K -$716K -2,052 -70%
LD
2114
Lipe & Dalton
New York
$320K – – –
SBWIC
2115
Schaper Benz & Wise Investment Counsel
Wisconsin
$320K – – –
CC
2116
Constitution Capital
Connecticut
$320K +$34.9K +100 +13%
KCPG
2117
Kavar Capital Partners Group
Kansas
$320K +$34.9K +100 +13%
NP
2118
NorthRock Partners
Minnesota
$317K -$46.4K -133 -13%
NL
2119
Navalign LLC
California
$317K +$311K +891 New
WC
2120
Weil Company
California
$316K -$226K -649 -42%
PB
2121
Pinnacle Bancorp
Nebraska
$316K +$8.03K +23 +3%
OPOWM
2122
One Plus One Wealth Management
Florida
$316K +$310K +888 New
SG
2123
StoneX Group
New York
$312K -$50.6K -145 -14%
UBV
2124
United Bank (Virginia)
Virginia
$311K -$51.6K -148 -14%
TI
2125
tru Independence
Oregon
$310K -$72.9K -209 -19%
83 84
85
86 87