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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2126
Financial Perspectives
Minnesota
$336K – – –
CIA
2127
Citadel Investment Advisory
Ohio
$336K -$8.29K -25 -2%
MS
2128
Mizuho Securities
Japan
$336K +$16.2K +49 +4%
WCM
2129
Wallace Capital Management
Texas
$334K – – –
AFG
2130
Albion Financial Group
Utah
$334K +$2.32K +7 +0.6%
ONST
2131
Old North State Trust
North Carolina
$333K +$388K +1,169 +116,900%
OFS
2132
OneAscent Financial Services
Alabama
$331K -$162K -490 -30%
SPIO
2133
Seven Post Investment Office
California
$331K – – –
DI
2134
DFPG Investments
Utah
$330K -$48.1K -145 -12%
EPA
2135
Element Pointe Advisors
Florida
$330K -$18.2K -55 -5%
SDWIA
2136
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$329K -$6.63K -20 -2%
SAG
2137
Spotlight Asset Group
Illinois
$329K +$361K +1,088 New
APP
2138
Alpha Paradigm Partners
Illinois
$329K +$384K +1,158 New
BFC
2139
Bedel Financial Consulting
Indiana
$328K +$66.3K +200 +25%
SFG
2140
SevenBridge Financial Group
Pennsylvania
$325K +$379K +1,143 New
ACP
2141
Arcus Capital Partners
Georgia
$324K – – –
QT
2142
Quantamental Technologies
New York
$324K +$378K +1,139 New
CPM
2143
Connective Portfolio Management
New York
$323K -$376K -1,135 -50%
LBC
2144
Lowe Brockenbrough & Co
Virginia
$322K -$41.8K -126 -10%
KFI
2145
Key Financial Inc
Pennsylvania
$322K – – –
TWM
2146
Tradition Wealth Management
Minnesota
$322K +$107K +322 +40%
CWM
2147
Cahaba Wealth Management
Georgia
$321K +$4.97K +15 +1%
VCM
2148
Vigilant Capital Management
Maine
$321K +$123K +372 +49%
NWM
2149
NEIRG Wealth Management
Massachusetts
$320K -$100K -303 -21%
FCA
2150
FinTrust Capital Advisors
South Carolina
$320K -$12.6K -38 -3%
84 85
86
87 88