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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2376
Pullen Investment Management
Florida
$515K +$489K +1,069 New
EWM
2377
Elevatus Welath Management
New York
$514K – – –
GPA
2378
Guerra Pan Advisors
New Jersey
$514K -$3.66K -8 -0.7%
GAM
2379
Grandview Asset Management
Pennsylvania
$514K -$39.3K -86 -7%
AIA
2380
Alera Investment Advisors
Illinois
$513K +$65.8K +144 +16%
LF
2381
Lantz Financial
Illinois
$513K -$9.6K -21 -2%
SAM
2382
Summit Asset Management
Tennessee
$513K – – –
TPWA
2383
TRUE Private Wealth Advisors
Oregon
$512K +$11.4K +25 +2%
CFA
2384
CWS Financial Advisors
Michigan
$511K -$511K -1,118 -51%
CFSG
2385
Community Financial Services Group
Vermont
$510K +$484K +1,059 New
BFC
2386
Bedel Financial Consulting
Indiana
$509K +$9.14K +20 +2%
KWM
2387
KFG Wealth Management
Indiana
$508K +$14.6K +32 +3%
GAM
2388
Gemmer Asset Management
California
$506K +$32.9K +72 +7%
DTC
2389
Davidson Trust Company
Washington
$504K – – –
OCM
2390
Objective Capital Management
Ohio
$504K +$3.66K +8 +0.8%
CIS
2391
Custom Index Systems
New York
$504K +$32K +70 +7%
CFS
2392
Commonwealth Financial Services
West Virginia
$503K – – –
EFG
2393
Embree Financial Group
Illinois
$501K +$457 +1 +0.1%
XSC
2394
X-Square Capital
Puerto Rico
$499K +$25.6K +56 +6%
SRC
2395
Sage Rhino Capital
California
$499K +$6.86K +15 +1%
RFN
2396
Redwood Financial Network
Ohio
$498K -$28.8K -63 -6%
AFA
2397
American Financial Advisors
Georgia
$497K – – –
AA
2398
AlphaQ Advisors
Florida
$495K -$5.94K -13 -1%
SAG
2399
Spotlight Asset Group
Illinois
$493K – – –
CWS
2400
Cypress Wealth Services
California
$492K +$72.7K +159 +18%
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