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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2901
Palouse Capital Management
Washington
$1.78M +$29.4K +48 +2%
GDP
2902
Great Diamond Partners
Maine
$1.78M -$47.7K -78 -2%
IQI
2903
Integrated Quantitative Investments
Washington
$1.78M -$1.78M -2,911 -48%
PWM
2904
Pinnacle Wealth Management
California
$1.77M -$42.8K -70 -2%
MC
2905
Matisse Capital
Oregon
$1.77M – – –
MWM
2906
MFG Wealth Management
Indiana
$1.77M +$5.5K +9 +0.3%
NWMG
2907
National Wealth Management Group
Ohio
$1.77M -$976K -1,596 -34%
KCFA
2908
Key Client Fiduciary Advisors
New Jersey
$1.77M -$134K -219 -7%
CV
2909
Counterweight Ventures
North Carolina
$1.77M -$30K -49 -2%
PCMU
2910
Paragon Capital Management (Utah)
Utah
$1.77M -$30.6K -50 -2%
HPM
2911
Hoxton Planning & Management
West Virginia
$1.76M -$41K -67 -2%
CCM
2912
Connective Capital Management
California
$1.76M +$736K +1,204 +63%
SIAG
2913
Safeguard Investment Advisory Group
California
$1.76M +$290K +475 +18%
GPI
2914
General Partner Inc
Pennsylvania
$1.75M -$61.1K -100 -3%
VC
2915
Vicus Capital
Pennsylvania
$1.75M +$11K +18 +0.6%
BCP
2916
Blue Chip Partners
Michigan
$1.75M +$150K +245 +9%
SB
2917
Sunflower Bank
Texas
$1.75M -$23.2K -38 -1%
AI
2918
ArchPoint Investors
Florida
$1.75M +$443K +725 +31%
IMT
2919
Investment Management Trust
Massachusetts
$1.75M -$108K -177 -5%
BFC
2920
Bedel Financial Consulting
Indiana
$1.74M +$50.8K +83 +3%
IIA
2921
ICW Investment Advisors
Arizona
$1.74M +$14.1K +23 +0.7%
CPSAC
2922
Chas P. Smith & Associates (CPS)
Florida
$1.74M +$27.5K +45 +1%
AWAU
2923
Alliance Wealth Advisors (Utah)
Utah
$1.74M -$936K -1,531 -33%
OCPWS
2924
One Charles Private Wealth Services
Massachusetts
$1.73M +$67.9K +111 +4%
V
2925
VeraBank
Texas
$1.73M -$64.2K -105 -3%
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