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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2651
Claris Advisors
Missouri
$208K – – –
LB
2652
Legacy Bridge
Iowa
$208K – – –
LFASL
2653
Lugano Financial Advisors SA (LFA)
Switzerland
$208K +$124K +765 +100%
SCM
2654
Stonebridge Capital Management
California
$207K -$85.1K -525 -26%
SAM
2655
S.A. Mason
Michigan
$207K -$8.1K -50 -3%
QFA
2656
Quantum Financial Advisors
California
$207K – – –
EDRIA
2657
Edmonds Duncan Registered Investment Advisors
Kansas
$206K -$32.4K -200 -12%
AWC
2658
Adamsbrown Wealth Consultants
Kansas
$206K -$162 -1 -0.1%
RWRC
2659
R.W. Roge & Company
New York
$206K – – –
FP
2660
Foundry Partners
Minnesota
$206K +$16.2K +100 +7%
FNT
2661
First Nebraska Trust
Nebraska
$205K – – –
PJSIMP
2662
P.J. Schmidt Investment Management (PJS)
Wisconsin
$205K -$81K -500 -24%
DG
2663
DMC Group
Alabama
$205K +$37.3K +230 +18%
KL
2664
KilterHowling LLC
Colorado
$204K +$4.86K +30 +2%
WA
2665
WealthTrust Axiom
Pennsylvania
$204K -$9.4K -58 -4%
EWM
2666
Edge Wealth Management
New York
$204K – – –
EC
2667
EJF Capital
Virginia
$204K +$243K +1,500 New
AWA
2668
Acorn Wealth Advisors
Michigan
$203K +$4.7K +29 +2%
WDG
2669
Wealth Dimensions Group
Ohio
$201K -$18K -111 -7%
AGAM
2670
Audent Global Asset Management
California
$201K +$240K +1,481 New
ECM
2671
Estabrook Capital Management
New York
$201K – – –
MHR
2672
Matthew Hamilton Rosenberg
$200K -$14.1K -87 -6%
TWM
2673
Tradition Wealth Management
Minnesota
$200K +$64K +395 +37%
HI
2674
HBK Investments
Texas
$200K +$239K +1,477 New
PWC
2675
PYA Waltman Capital
Tennessee
$195K -$28.7K -177 -11%
105 106
107
108 109