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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2051
Hollencrest Capital Management
California
$726K -$191K -2,167 -18%
NDBT
2052
North Dallas Bank & Trust
Texas
$725K +$359K +4,080 +67%
NPF
2053
Norris Perne & French
Michigan
$724K -$271K -3,080 -23%
SIP
2054
Stoneridge Investment Partners
Pennsylvania
$724K +$890K +10,102 New
FPGK
2055
Financial Partners Group (Kansas)
Kansas
$723K +$14.4K +163 +2%
BWFA
2056
Baltimore-Washington Financial Advisors
Maryland
$722K -$2.82K -32 -0.3%
LSIA
2057
LaSalle St. Investment Advisors
Illinois
$720K +$616 +7 +0.1%
KIA
2058
KCM Investment Advisors
California
$720K +$60.3K +685 +7%
IF
2059
Intrua Financial
Texas
$720K +$103K +1,164 +13%
GSWM
2060
Greenup Street Wealth Management
Michigan
$720K -$17.3K -196 -2%
EFG
2061
Embree Financial Group
Illinois
$719K +$15.4K +175 +2%
RIA
2062
Regal Investment Advisors
Michigan
$719K +$9.51K +108 +1%
DP
2063
Dearborn Partners
Illinois
$719K -$3.26K -37 -0.4%
EPA
2064
Element Pointe Advisors
Florida
$719K – – –
NIP
2065
Nicholas Investment Partners
California
$717K -$67.3K -764 -7%
KWM
2066
KMT Wealth Management
California
$715K +$882K +10,013 New
MTC
2067
McDaniel Terry & Co
Texas
$715K +$793 +9 +0.1%
EAP
2068
Elevation Advisory Partners
Florida
$714K +$595K +6,758 +177%
WCM
2069
Winebrenner Capital Management
Kentucky
$714K -$4.32K -49 -0.5%
NIM
2070
Needham Investment Management
New York
$714K +$616K +7,000 +233%
AB
2071
ANB Bank
Colorado
$713K -$31.5K -358 -3%
NSB
2072
Norway Savings Bank
Maine
$712K +$294K +3,335 +50%
FI
2073
Finivi Inc
Massachusetts
$711K -$1.13M -12,858 -56%
MFA
2074
Mayflower Financial Advisors
Massachusetts
$711K -$18.1K -206 -2%
LWM
2075
LJI Wealth Management
Indiana
$710K +$109K +1,241 +14%
81 82
83
84 85