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Name Holding Trade Value Shares
Change 		Change in
Stake
I
1701
INVST
Indiana
$937K +$173K +908 +21%
NERM
1702
New England Research & Management
Illinois
$935K +$171K +900 +21%
FFG
1703
Frisch Financial Group
New York
$924K +$27K +142 +3%
ST
1704
Smithfield Trust
Pennsylvania
$924K +$121K +635 +14%
SWA
1705
Sutton Wealth Advisors
Florida
$924K +$3.8K +20 +0.4%
SGCA
1706
Steel Grove Capital Advisors
Tennessee
$919K +$28.5K +150 +3%
HCM
1707
Howland Capital Management
Massachusetts
$912K +$9.31K +49 +1%
AP
1708
AlpInvest Partners
Netherlands
$911K – – –
ST
1709
Spinnaker Trust
Maine
$906K +$178K +934 +22%
CFGS
1710
Concourse Financial Group Securities
Alabama
$904K -$1.66M -8,750 -63%
SBWM
1711
Sunflower Bank Wealth Management
Arizona
$904K – – –
CA
1712
Calton & Associates
Florida
$900K -$77.7K -409 -7%
TIA
1713
Trust Investment Advisors
Indiana
$899K -$29.5K -155 -3%
FNBOH
1714
First National Bank of Hutchinson
Kansas
$897K +$27.6K +145 +3%
LWA
1715
Lenox Wealth Advisors
New York
$896K +$265K +1,394 +38%
BS
1716
Boenning & Scattergood
Pennsylvania
$895K -$105K -550 -10%
SCM
1717
Snow Capital Management
Pennsylvania
$890K -$1.37M -7,200 -59%
FCA
1718
FLC Capital Advisors
California
$886K -$256K -1,349 -21%
TCM
1719
Tradewinds Capital Management
Washington
$883K -$44.5K -234 -5%
SG
1720
StoneX Group
New York
$880K +$118K +619 +14%
CWM
1721
Circle Wealth Management
New Jersey
$877K -$380 -2 -0%
LHC
1722
Little House Capital
Massachusetts
$876K +$52.1K +274 +6%
CCMT
1723
CMT Capital Markets Trading
Germany
$875K +$934K +4,914 New
BWM
1724
BigSur Wealth Management
Florida
$873K – – –
BWAM
1725
Boyd Watterson Asset Management
Ohio
$868K +$5.32K +28 +0.6%
67 68
69
70 71