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Name Holding Trade Value Shares
Change 		Change in
Stake
T
4501
Tableaux
Massachusetts
$399K -$403K -604 -50%
SFB
4502
STAR Financial Bank
Indiana
$399K -$55.4K -83 -12%
ACM
4503
Armbruster Capital Management
New York
$397K -$668 -1 -0.2%
MIM
4504
Macroview Investment Management
Maryland
$396K +$90.1K +135 +29%
FAM
4505
Forte Asset Management
New York
$396K – – –
RCM
4506
Ravenstone Capital Management
$396K – – –
EAMH
4507
Eurizon Asset Management Hungary
$396K +$401K +600 New
FSG
4508
Financial Strategies Group
Michigan
$394K – – –
DI
4509
DDFG Inc
California
$393K +$134K +200 +51%
SICM
4510
Sustainable Insight Capital Management
New York
$393K -$4.56M -6,831 -92%
OIC
4511
Orion Investment Company
Missouri
$393K – – –
TF
4512
Tompkins Financial
New York
$393K – – –
SG
4513
Strid Group
Pennsylvania
$393K +$20K +30 +5%
SCI
4514
Silver Coast Investments
United States
$392K – – –
PWA
4515
Provenance Wealth Advisors
Florida
$390K -$267K -400 -40%
IFO
4516
Independent Family Office
New York
$389K +$84.8K +127 +27%
PCM
4517
Presidio Capital Management
California
$389K +$18.7K +28 +5%
DF
4518
DecisionPoint Financial
Arizona
$388K +$50.8K +76 +15%
BIS
4519
BG Investment Services
Guam
$387K +$64.8K +97 +20%
CHJWM
4520
Carlton Hofferkamp & Jenks Wealth Management
Texas
$386K +$32.7K +49 +9%
NL
4521
NDWM LLC
California
$386K +$137K +205 +54%
RTC
4522
Riverview Trust Company
Washington
$385K – – –
SGWM
4523
Sterling Group Wealth Management
California
$385K – – –
VPP
4524
Vertex Planning Partners
Illinois
$385K -$343K -514 -47%
AWM
4525
Altus Wealth Management
Kentucky
$385K – – –
179 180
181
182 183