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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1801
Monument Capital Management
Virginia
$872K +$805K +9,780 New
FFG
1802
Fiduciary Financial Group
California
$870K -$82.3K -1,000 -9%
PCMC
1803
Private Capital Management (Colorado)
Colorado
$869K -$352K -4,280 -31%
NPF
1804
Norris Perne & French
Michigan
$869K – – –
SW
1805
SMART Wealth
Nebraska
$868K +$322K +3,910 +67%
HA
1806
Herold Advisors
New York
$866K – – –
CP
1807
Canopy Partners
Ohio
$866K +$1.65K +20 +0.2%
HTIM
1808
Harbour Trust & Investment Management
Indiana
$865K -$64.2K -780 -7%
TDB
1809
Thompson David Blair
$863K +$797K +9,680 New
LEA
1810
Legacy Edge Advisors
New York
$863K -$22.2K -270 -3%
BIA
1811
Bigelow Investment Advisors
Maine
$859K -$29.6K -360 -4%
RMDI
1812
R.M. Davis Inc
Maine
$859K +$23.9K +290 +3%
IP
1813
Ignite Planners
California
$858K -$33.7K -410 -4%
HCA
1814
Heck Capital Advisors
Wisconsin
$854K +$407K +4,950 +107%
FPGK
1815
Financial Partners Group (Kansas)
Kansas
$854K -$20.6K -250 -3%
BBW
1816
Blue Barn Wealth
Utah
$852K -$13.2K -160 -2%
OIM
1817
Oder Investment Management
California
$852K – – –
PPWM
1818
PFG Private Wealth Management
Florida
$851K -$12.3K -150 -2%
SGI
1819
Summit Global Investments
Utah
$851K -$37K -450 -5%
CRC
1820
Curi RMB Capital
Illinois
$849K -$75.7K -920 -9%
BFS
1821
Bard Financial Services
Connecticut
$847K – – –
MFG
1822
MidWestOne Financial Group
Iowa
$843K -$45.3K -550 -5%
LCM
1823
LRT Capital Management
Texas
$841K -$572K -6,950 -42%
CWM
1824
Connecticut Wealth Management
Connecticut
$839K +$24.7K +300 +3%
CWM
1825
Centurion Wealth Management
Virginia
$837K +$2.47K +30 +0.3%
71 72
73
74 75