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Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
4051
Forest Hill Capital
Arkansas
$3.87M – – –
IFM
4052
ION Fund Management
$3.87M +$4.01M +8,000 New
PB
4053
Prosperity Bancshares
Texas
$3.86M +$4M +7,990 New
FCM
4054
Firestone Capital Management
Florida
$3.86M +$40.1K +80 +1%
CTWM
4055
Cherry Tree Wealth Management
Minnesota
$3.86M +$179K +357 +5%
GWI
4056
Grace & White Inc
New York
$3.86M – – –
RWI
4057
Red Wave Investments
Pennsylvania
$3.85M -$6.01K -12 -0.2%
ACM
4058
AUA Capital Management
Pennsylvania
$3.85M +$377K +753 +10%
AT
4059
Arlington Trust
Alabama
$3.85M -$10.2M -20,318 -72%
A
4060
Alongside
Texas
$3.85M +$3.99M +7,956 New
BWM
4061
BigSur Wealth Management
Florida
$3.84M +$18.5K +37 +0.5%
SMWM
4062
Silvia McColl Wealth Management
California
$3.84M +$6.51K +13 +0.2%
DCM
4063
Davidson Capital Management
Texas
$3.83M +$102K +203 +3%
PEA
4064
Park Edge Advisors
Ohio
$3.83M -$427K -852 -10%
LWA
4065
Legacy Wealth Advisors
Florida
$3.83M +$3.97M +7,916 New
HCG
4066
Haven Capital Group
California
$3.83M -$133K -266 -3%
ONSWM
4067
Old North State Wealth Management
North Carolina
$3.83M -$154K -308 -4%
NWWA
4068
New Wave Wealth Advisors
Arkansas
$3.83M -$424K -846 -10%
NAMNJ
4069
NorthStar Asset Management (New Jersey)
New Jersey
$3.82M +$27.6K +55 +0.7%
BCM
4070
BluePath Capital Management
Georgia
$3.81M +$1.7M +3,383 +75%
ARG
4071
Advisory Resource Group
Oklahoma
$3.81M +$172K +344 +5%
BCM
4072
Boreal Capital Management
Florida
$3.81M +$525K +1,047 +15%
WBCM
4073
Wilson & Boucher Capital Management
California
$3.81M -$55.1K -110 -1%
RIP
4074
Reliant Investment Partners
North Carolina
$3.8M +$1.5K +3 +0%
FA
4075
Faithward Advisors
Pennsylvania
$3.8M -$16.5K -33 -0.4%
161 162
163
164 165