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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2401
Satovsky Asset Management
New York
$867K – – –
IA
2402
IFG Advisors
Missouri
$866K – – –
CCA
2403
Column Capital Advisors
Indiana
$864K -$21.6K -60 -2%
F
2404
F3Logic
Minnesota
$864K +$38.9K +108 +5%
OFS
2405
OneAscent Financial Services
Alabama
$863K +$916K +2,544 New
TIA
2406
Trust Investment Advisors
Indiana
$862K -$14K -39 -2%
CAM
2407
Crestone Asset Management
Colorado
$857K +$313K +870 +53%
FC
2408
Fusion Capital
South Carolina
$855K +$13K +36 +1%
LRIA
2409
Leonard Rickey Investment Advisors
Washington
$855K +$15.8K +44 +2%
PP
2410
Patten & Patten
Tennessee
$849K +$362K +1,006 +67%
CHA
2411
Carmichael Hill & Associates
Maryland
$847K – – –
TIA
2412
Tiemann Investment Advisors
California
$844K -$63K -175 -7%
VCM
2413
Vivaldi Capital Management
Illinois
$842K -$7.2K -20 -0.8%
TF
2414
Trek Financial
Arizona
$842K +$126K +349 +16%
SG
2415
Somerset Group
Minnesota
$840K -$1.08K -3 -0.1%
AIM
2416
Alhambra Investment Management
Florida
$839K -$19.8K -55 -2%
OHU
2417
Odey Holdings (UK)
United Kingdom
$839K +$386K +1,071 +77%
WIC
2418
Woodmont Investment Counsel
Tennessee
$838K +$3.24K +9 +0.4%
BCM
2419
Breiter Capital Management
Florida
$837K +$12.6K +35 +1%
CMO
2420
Covenant Multifamily Offices
Texas
$836K -$59.4K -165 -6%
CPIA
2421
Cornell Pochily Investment Advisors
New York
$836K – – –
PMFA
2422
Plante Moran Financial Advisors
Michigan
$835K +$175K +486 +25%
SA
2423
Springowl Associates
New York
$832K -$108K -300 -11%
PWA
2424
Physician Wealth Advisors
Utah
$828K +$1.08K +3 +0.1%
LSA
2425
Lion Street Advisors
Texas
$828K +$836K +2,321 +1,857%
95 96
97
98 99