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Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
2476
Sage Rhino Capital
California
$1.55M +$513K +4,039 +54%
FBFS
2477
First Business Financial Services
Wisconsin
$1.55M +$125K +981 +9%
QPWM
2478
Quadrant Private Wealth Management
Pennsylvania
$1.54M -$90.5K -713 -6%
MFP
2479
Meridian Financial Partners
Virginia
$1.54M -$32.9K -259 -2%
BBA
2480
Braun-Bostich & Associates
Pennsylvania
$1.53M -$257K -2,026 -15%
EGA
2481
E&G Advisors
Texas
$1.52M -$50.8K -400 -3%
SIC
2482
Schwartz Investment Counsel
Michigan
$1.52M – – –
FWM
2483
Focused Wealth Management
New York
$1.51M -$393K -3,095 -22%
CIM
2484
Corda Investment Management
Texas
$1.5M +$51.9K +409 +4%
HCM
2485
Hilton Capital Management
New York
$1.5M -$381K -2,999 -21%
TC
2486
Tairen Capital
Hong Kong
$1.5M -$47M -370,200 -97%
LD
2487
Lipe & Dalton
New York
$1.5M -$11.6K -91 -0.8%
LRIA
2488
Leonard Rickey Investment Advisors
Washington
$1.5M +$37.8K +298 +3%
TFA
2489
Transamerica Financial Advisors
Florida
$1.5M +$1.42M +11,156 New
ACG
2490
Allen Capital Group
Nebraska
$1.49M -$318K -2,503 -18%
BWL
2491
Bogart Wealth LLC
Virginia
$1.49M -$8.38K -66 -0.6%
RVPG
2492
Relative Value Partners Group
$1.48M -$88.9K -700 -6%
LWM
2493
Lyons Wealth Management
Florida
$1.47M +$621K +4,893 +80%
GP
2494
Greenline Partners
New York
$1.47M -$613K -4,825 -31%
PHAM
2495
Palisades Hudson Asset Management
Florida
$1.47M +$2.79K +22 +0.2%
3C
2496
361 Capital
Colorado
$1.47M +$1.39M +10,954 New
SIAS
2497
Shine Investment Advisory Services
Colorado
$1.47M +$24.1K +190 +2%
AWE
2498
Avidian Wealth Enterprises
Texas
$1.47M +$151K +1,188 +12%
LFA
2499
Legacy Financial Advisors
Kentucky
$1.46M +$74.1K +584 +6%
PBO
2500
Peoples Bank (Ohio)
Ohio
$1.45M +$39.9K +314 +3%
98 99
100
101 102