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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1851
MidWestOne Financial Group
Iowa
$897K +$16.2K +170 +2%
EWM
1852
Evermay Wealth Management
Virginia
$897K +$175K +1,840 +24%
CAM
1853
Concorde Asset Management
Michigan
$895K +$199K +2,090 +28%
FPGK
1854
Financial Partners Group (Kansas)
Kansas
$895K +$1.9K +20 +0.2%
SOW
1855
State of Wyoming
Wyoming
$894K -$687K -7,220 -43%
HIC
1856
Hartline Investment Corp
Illinois
$894K +$192K +2,020 +27%
MWM
1857
Mascagni Wealth Management
Mississippi
$892K – – –
RFG
1858
Range Financial Group
Oregon
$892K +$20.9K +220 +2%
OIM
1859
Oder Investment Management
California
$891K – – –
PWM
1860
Pines Wealth Management
North Carolina
$890K +$133K +1,400 +16%
CFG
1861
Carr Financial Group
Massachusetts
$890K -$71.3K -750 -7%
CPSC
1862
Carl P. Sherr & Co
Massachusetts
$886K +$169K +1,780 +23%
SAM
1863
Secure Asset Management
Michigan
$881K +$52.3K +550 +6%
NCM
1864
Next Capital Management
New York
$879K -$504K -5,300 -36%
HTIM
1865
Harbour Trust & Investment Management
Indiana
$879K -$25.7K -270 -3%
CWM
1866
Connecticut Wealth Management
Connecticut
$879K +$1.9K +20 +0.2%
OWA
1867
Octavia Wealth Advisors
Ohio
$879K +$243K +2,550 +37%
CAWM
1868
Capital Advisors Wealth Management
Washington
$878K +$565K +5,940 +171%
LEA
1869
Legacy Edge Advisors
New York
$877K -$17.1K -180 -2%
LTI
1870
Laffer Tengler Investments
Tennessee
$876K +$893K +9,390 New
KCIC
1871
Kuhn & Co Investment Counsel
Illinois
$872K – – –
TCPG
1872
Trivant Custom Portfolio Group
California
$870K +$597K +6,280 +206%
CWA
1873
Clarity Wealth Advisors
California
$870K – – –
JF
1874
Jump Financial
Illinois
$869K -$19.8M -208,660 -96%
PCH
1875
PGIM Custom Harvest
New Jersey
$865K +$15.2K +160 +2%
73 74
75
76 77