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Name Holding Trade Value Shares
Change 		Change in
Stake
PGCM
3576
Prescott Group Capital Management
Oklahoma
$1.54M – – –
VFM
3577
Viking Fund Management
North Dakota
$1.54M – – –
KWA
3578
Kellett Wealth Advisors
Ohio
$1.54M -$19.5K -72 -1%
HS
3579
Horan Securities
United States
$1.54M +$111K +409 +7%
TF
3580
TimeScale Financial
Massachusetts
$1.53M -$45.9K -169 -3%
CMBA
3581
C.M. Bidwell & Associates
Hawaii
$1.53M -$33.9K -125 -2%
ONSWM
3582
Old North State Wealth Management
North Carolina
$1.53M +$107K +395 +7%
RA
3583
Rodgers & Associates
Pennsylvania
$1.53M +$13.6K +50 +0.8%
LP
3584
Lloyd Park
Illinois
$1.53M +$202K +745 +14%
IIM
3585
Ironwood Investment Management
Massachusetts
$1.53M -$75.5K -278 -4%
AC
3586
AlphaCore Capital
California
$1.52M +$109K +402 +7%
CFS
3587
Capital Financial Services
New York
$1.52M – – –
BC
3588
Breakline Capital
New York
$1.52M -$2.93M -10,784 -65%
PFA
3589
Professional Financial Advisors
Nebraska
$1.52M -$814 -3 -0.1%
AWA
3590
Aletheian Wealth Advisors
Washington
$1.51M +$196K +722 +14%
PCWA
3591
Pacific Capital Wealth Advisors
California
$1.51M +$131K +484 +9%
UFA
3592
US Financial Advisors
Massachusetts
$1.51M – – –
RF
3593
RHS Financial
California
$1.51M -$29.9K -110 -2%
SKK
3594
Shepherd Kaplan Krochuk
Massachusetts
$1.51M -$543 -2 -0%
TWA
3595
TPB Wealth Advisors
Texas
$1.51M +$178K +655 +13%
SWM
3596
Selective Wealth Management
Virginia
$1.51M +$97.4K +359 +7%
CIA
3597
Capital Impact Advisors
Massachusetts
$1.5M -$378K -1,393 -19%
RPA
3598
Rock Point Advisors
Vermont
$1.5M -$17.6K -65 -1%
TFF
3599
The Family Firm
Maryland
$1.5M +$2.98K +11 +0.2%
LFASL
3600
Lugano Financial Advisors SA (LFA)
Switzerland
$1.5M +$124K +457 +8%
142 143
144
145 146