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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
4351
Conservest Capital Advisors
Pennsylvania
$774K +$50.1K +160 +8%
KCM
4352
Kendall Capital Management
Maryland
$773K +$428K +1,366 +151%
BA
4353
Ballew Advisors
Mississippi
$771K – – –
GCIA
4354
Gabelli & Co Investment Advisers
New York
$770K +$708K +2,260 New
BWA
4355
BlueSky Wealth Advisors
North Carolina
$768K -$50.5K -161 -7%
XSC
4356
X-Square Capital
Puerto Rico
$768K -$236K -753 -25%
TAIM
4357
TD Ameritrade Investment Management
Nebraska
$768K +$5.64K +18 +0.8%
AL
4358
Arnhold LLC
New York
$766K -$31.3K -100 -4%
GRQ
4359
Gardner Russo & Quinn
Pennsylvania
$760K +$32.6K +104 +5%
HPWM
4360
High Pines Wealth Management
Massachusetts
$759K -$313 -1 -0%
HCM
4361
Horrell Capital Management
Arkansas
$753K – – –
AI
4362
Auour Investments
Massachusetts
$751K +$691K +2,205 New
HFW
4363
Horizon Family Wealth
Illinois
$750K -$73K -233 -10%
KFSC
4364
Keystone Financial Services (Colorado)
Colorado
$748K -$33.2K -106 -5%
GWM
4365
Grand Wealth Management
Michigan
$747K -$4.39K -14 -0.6%
ARIS
4366
Advanced Research Investment Solutions
California
$745K +$686K +2,189 New
GCL
4367
Gouws Capital LLC
North Carolina
$742K -$72.1K -230 -10%
VIA
4368
Virtus Investment Advisers
Connecticut
$740K +$382K +1,220 +128%
FI
4369
FIDELIS iM
Oregon
$737K +$1.25K +4 +0.2%
WIM
4370
Warwick Investment Management
Texas
$736K +$354K +1,128 +109%
OCFG
4371
O'Connor Financial Group
Illinois
$736K +$21.9K +70 +3%
CCP
4372
Carmel Capital Partners
California
$735K -$118K -377 -15%
SAM
4373
Sequent Asset Management
Texas
$731K -$149K -475 -18%
FP
4374
Foundry Partners
Minnesota
$730K +$194K +620 +41%
CCA
4375
Cadent Capital Advisors
Oklahoma
$730K +$126K +402 +23%
173 174
175
176 177