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Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
2801
First Citizens Financial Corp
Iowa
$299K – – –
VW
2802
Vantage Wealth
California
$299K – – –
PVWM
2803
Point View Wealth Management
New Jersey
$298K – – –
GP
2804
Greenline Partners
New York
$297K +$4.66K +17 +2%
MFS
2805
Madrona Financial Services
Washington
$296K +$72.6K +265 +32%
QT
2806
Quantamental Technologies
New York
$295K -$610K -2,226 -67%
WIA
2807
World Investment Advisors
California
$295K -$7.13K -26 -2%
CPA
2808
Court Place Advisors
Maryland
$295K – – –
MCG
2809
MACRO Consulting Group
New Jersey
$295K +$1.92K +7 +0.7%
GCIA
2810
Gabelli & Co Investment Advisers
New York
$294K +$6.85K +25 +2%
AWM
2811
Aberdeen Wealth Management
Illinois
$293K +$294K +1,073 New
BAM
2812
Brave Asset Management
New Jersey
$293K +$294K +1,073 New
PIM
2813
Provident Investment Management
Michigan
$292K – – –
CFIA
2814
Cantor Fitzgerald Investment Advisors
New York
$292K +$41.1K +150 +16%
ODG
2815
O'Dell Group
Ohio
$292K +$293K +1,069 New
VC
2816
Veery Capital
Delaware
$292K +$293K +1,070 New
CG
2817
Corundum Group
Colorado
$291K +$6.03K +22 +2%
GD
2818
Grandfield & Dodd
New York
$290K -$8.22K -30 -3%
FAG
2819
Financial Advisory Group
Texas
$289K -$206K -750 -41%
IFS
2820
Ifrah Financial Services
Arkansas
$289K -$4.66K -17 -2%
PWS
2821
Private Wealth Strategies
Ohio
$287K +$122K +445 +74%
DFA
2822
DHJJ Financial Advisors
Illinois
$287K +$288K +1,049 New
IMA
2823
Investment Management Associates
Colorado
$287K +$288K +1,049 New
DJYG
2824
David J. Yvars Group
Florida
$287K +$288K +1,050 New
RWA
2825
RGT Wealth Advisors
Texas
$287K +$288K +1,051 New
111 112
113
114 115