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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1501
Dover Advisors
Virginia
$1.6M -$234K -2,654 -13%
PFBT
1502
Parkside Financial Bank & Trust
Missouri
$1.6M +$252K +2,858 +15%
TFS
1503
Thoroughbred Financial Services
Tennessee
$1.6M +$17.8K +202 +0.9%
WAM
1504
WNY Asset Management
New York
$1.6M +$1.75M +19,868 +802%
CIP
1505
Convergence Investment Partners
Florida
$1.59M +$1.66M +18,855 +563%
FAM
1506
Fulcrum Asset Management
United Kingdom
$1.58M +$1.89M +21,450 New
FWA
1507
Fulcrum Wealth Advisors
Washington
$1.58M -$926K -10,513 -32%
PWW
1508
Pettyjohn Wood & White
Virginia
$1.58M +$201K +2,278 +11%
AFS
1509
Anderson Financial Strategies
Ohio
$1.58M +$1.73M +19,652 New
FBFS
1510
First Business Financial Services
Wisconsin
$1.58M +$82.7K +939 +4%
BB
1511
Bell Bank
North Dakota
$1.57M +$27.7K +314 +1%
MFG
1512
Magnus Financial Group
New York
$1.57M -$113K -1,282 -6%
TBC
1513
Ted Buchan & Co
California
$1.57M +$271K +3,076 +16%
NL
1514
Navalign LLC
California
$1.57M +$77.7K +882 +4%
AAM
1515
Alphadyne Asset Management
New York
$1.57M -$191K -2,164 -9%
ML
1516
McAdam LLC
Pennsylvania
$1.56M +$152K +1,729 +9%
FFS
1517
Fischer Financial Services
Pennsylvania
$1.55M -$28.9K -328 -1%
ETCM
1518
Evolutionary Tree Capital Management
Virginia
$1.55M -$496K -5,627 -21%
RWA
1519
Rooted Wealth Advisors
Illinois
$1.55M +$348K +3,954 +22%
ACM
1520
Absolute Capital Management
Pennsylvania
$1.55M +$91K +1,033 +5%
WWM
1521
Whalen Wealth Management
Nevada
$1.55M +$507K +5,757 +36%
RFP
1522
Root Financial Partners
California
$1.54M -$242K -2,749 -11%
APP
1523
Avantax Planning Partners
Iowa
$1.54M +$26.1K +296 +1%
CFM
1524
Catalyst Funds Management
Australia
$1.54M +$419K +4,754 +28%
LHC
1525
Little House Capital
Massachusetts
$1.54M -$705K -8,006 -27%
59 60
61
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