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Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
2501
Oliver Lagore Vanvalin Investment Group
Michigan
$3.07M +$3.3M +5,335 New
TNAM
2502
Terra Nova Asset Management
New York
$3.07M -$164K -266 -6%
PCA
2503
Prosperity Capital Advisors
Ohio
$3.07M +$224K +362 +10%
MPWS
2504
McCarter Private Wealth Services
Massachusetts
$3.07M +$27.2K +44 +1%
BC
2505
Bowman & Company
Wisconsin
$3.06M +$97.6K +158 +4%
KIG
2506
Kennedy Investment Group
New Jersey
$3.06M +$182K +295 +8%
PWP
2507
Pursue Wealth Partners
California
$3.05M -$824K -1,333 -24%
BHBT
2508
Burke & Herbert Bank & Trust
Virginia
$3.05M +$143K +232 +6%
PPW
2509
Parcion Private Wealth
Washington
$3.04M +$116K +188 +5%
HPBT
2510
Hickory Point Bank & Trust
Illinois
$3.04M -$22.9K -37 -0.9%
CWM
2511
Connecticut Wealth Management
Connecticut
$3.03M -$51.3K -83 -2%
PCMU
2512
Paragon Capital Management (Utah)
Utah
$3.03M -$43.3K -70 -2%
BW
2513
Blalock Williams
Alabama
$3.02M +$101K +164 +4%
EBWM
2514
Eagle Bluffs Wealth Management
Missouri
$3.02M +$18.5K +30 +0.7%
PFS
2515
Prospect Financial Services
New York
$3.02M -$1.12M -1,809 -31%
SPC
2516
Spirepoint Private Client
Florida
$3.01M +$67.4K +109 +3%
AA
2517
Apriem Advisors
California
$3.01M +$40.8K +66 +2%
CWS
2518
Confluence Wealth Services
Pennsylvania
$3M -$161K -261 -6%
LIM
2519
Longfellow Investment Management
Massachusetts
$3M +$2.51M +4,064 New
JEST
2520
JTC Employer Solutions Trustee
Jersey
$3M -$34.2M -55,356 -93%
BHB
2521
Bank Hapoalim BM
Israel
$2.99M -$55.6K -90 -2%
GITFIT
2522
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.99M +$680K +1,100 +37%
NDBT
2523
North Dallas Bank & Trust
Texas
$2.99M +$2.5M +4,046 New
WAS
2524
WESPAC Advisors SoCal
California
$2.99M +$80.9K +131 +3%
SA
2525
Shilanski & Associates
Alaska
$2.98M +$27.8K +45 +1%
99 100
101
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