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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
2726
Phoenix Financial
Israel
$1.46M -$134K -909 -9%
BWCS
2727
Beirne Wealth Consulting Services
Connecticut
$1.46M -$52.3K -356 -4%
CNBT
2728
Cornerstone National Bank & Trust
Illinois
$1.45M +$1.35M +9,223 New
CL
2729
CIM LLC
New York
$1.45M -$39.7K -270 -3%
HB
2730
Horizon Bancorp
Indiana
$1.45M +$1.39M +9,434 New
FWM
2731
Foresight Wealth Management
Utah
$1.45M +$45.7K +311 +4%
GWI
2732
Grace & White Inc
New York
$1.45M – – –
CSPIA
2733
Cary Street Partners Investment Advisory
Virginia
$1.45M +$1.35M +9,160 New
EWA
2734
ERTS Wealth Advisors
Michigan
$1.44M -$33.8K -230 -2%
LDFR
2735
Lehman & Derafelo Financial Resources
Pennsylvania
$1.44M +$110K +747 +9%
VA
2736
Valmark Advisers
Ohio
$1.44M -$491K -3,342 -27%
QCMC
2737
Quantum Capital Management (California)
California
$1.43M -$3.53K -24 -0.3%
TP
2738
Truvvo Partners
New York
$1.43M -$628K -4,275 -32%
FP
2739
Fiduciary Planning
Florida
$1.43M +$1.27M +8,655 New
FIA
2740
Foundations Investment Advisors
Arizona
$1.43M -$96.5K -657 -7%
MWA
2741
MFA Wealth Advisors
Pennsylvania
$1.41M -$5.14K -35 -0.4%
LOIM
2742
Liberty One Investment Management
Illinois
$1.41M +$1.31M +8,951 New
BRG
2743
Bay Rivers Group
Virginia
$1.41M +$1.31M +8,939 New
GIM
2744
Guild Investment Management
California
$1.41M +$42.6K +290 +3%
SCP
2745
Sandhill Capital Partners
New York
$1.4M +$166K +1,129 +15%
CBA
2746
Coastal Bridge Advisors
Connecticut
$1.4M +$213K +1,447 +19%
SDWIA
2747
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.4M +$32.8K +223 +3%
FAM
2748
Flaharty Asset Management
Florida
$1.39M +$85.1K +579 +7%
SAM
2749
Shikiar Asset Management
New York
$1.37M +$49.9K +340 +4%
MFW
2750
Mosaic Family Wealth
Missouri
$1.37M -$192K -1,305 -13%
108 109
110
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