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Name Holding Trade Value Shares
Change
Change in
Stake
NC
2051
Noked Capital
Israel
$437K +$51.6K +628 +14%
NI
2052
Noked Israel
Israel
$437K +$51.6K +628 +14%
CBFP
2053
Cedar Brook Financial Partners
Ohio
$436K +$33.3K +405 +9%
ITIM
2054
Indiana Trust & Investment Management
Indiana
$434K -$21.8K -265 -5%
BOS
2055
Bank of Stockton
California
$434K +$4.19K +51 +1%
SIA
2056
Starfire Investment Advisers
Michigan
$432K -$5.01K -61 -1%
AW
2057
Alpha Windward
Massachusetts
$431K -$6.24K -76 -2%
3F
2058
360 Financial
Minnesota
$431K +$433K +5,275 New
GQG Partners
2059
GQG Partners
Florida
$428K -$138M -1,680,382 -100%
MTC
2060
McDaniel Terry & Co
Texas
$428K -$55K -670 -12%
BCP
2061
Berkeley Capital Partners
Georgia
$427K -$45.8K -558 -10%
SIC
2062
Sigma Investment Counselors
Michigan
$425K – – –
FMC
2063
First Merchants Corp
Indiana
$425K +$30K +365 +8%
TAM
2064
Taurus Asset Management
New York
$423K – – –
CCM
2065
Condor Capital Management
New Jersey
$423K +$739 +9 +0.2%
SCM
2066
SOL Capital Management
Maryland
$423K +$2.96K +36 +0.7%
HFP
2067
Holistic Financial Partners
Indiana
$423K +$37K +451 +10%
CCM
2068
Crabel Capital Management
California
$423K +$45.9K +559 +13%
MGAM
2069
McGowan Group Asset Management
Texas
$421K +$246 +3 +0.1%
FPCP
2070
Fort Point Capital Partners
California
$420K – – –
SFG
2071
StrategIQ Financial Group
Indiana
$420K +$20.9K +254 +6%
HWA
2072
Heartwood Wealth Advisors
Virginia
$418K +$396K +4,817 New
LFA
2073
Legacy Financial Advisors
Kentucky
$416K -$3.94K -48 -1%
EIG
2074
Ellenbecker Investment Group
Wisconsin
$416K – – –
VV
2075
Verity & Verity
South Carolina
$416K – – –