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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2126
Sovereign Financial Group
Connecticut
$529K +$126K +1,530 +35%
UIM
2127
Unified Investment Management
Georgia
$526K +$486K +5,900 New
AA
2128
Auxano Advisors
Washington
$525K +$30.5K +370 +7%
MCC
2129
Maiden Cove Capital
Maine
$522K +$4.12K +50 +0.9%
CFA
2130
Capstone Financial Advisors
Illinois
$522K +$94.7K +1,150 +24%
AA
2131
Acorns Advisers
California
$520K +$18.1K +220 +4%
BFO
2132
Boston Family Office
Massachusetts
$520K +$221K +2,680 +85%
IAG
2133
Investmark Advisory Group
Connecticut
$520K -$57.6K -700 -11%
EWA
2134
Evolution Wealth Advisors
Florida
$519K +$55.1K +670 +13%
ACM
2135
Academy Capital Management
Texas
$517K – – –
SFPG
2136
Stonebridge Financial Planning Group
Florida
$517K – – –
MCP
2137
Mirador Capital Partners
California
$516K -$230K -2,800 -33%
DLA
2138
Douglas Lane & Associates
New York
$516K +$72.4K +880 +18%
PCM
2139
Park Capital Management
Wisconsin
$515K +$476K +5,780 New
PSF
2140
Pacific Sun Financial
California
$513K -$16.5K -200 -3%
GA
2141
GFS Advisors
Texas
$513K -$42K -510 -8%
SB
2142
Sunflower Bank
Texas
$513K +$9.88K +120 +2%
GCM
2143
Greenland Capital Management
New York
$512K +$472K +5,740 New
CMTU
2144
Capital Markets Trading (UK)
United Kingdom
$511K +$472K +5,730 New
ICM
2145
IMS Capital Management
Oregon
$508K – – –
TCOV
2146
Trust Company of Vermont
Vermont
$508K +$11.5K +140 +3%
NRD
2147
Nebula Research & Development
New York
$508K +$469K +5,700 New
BSHC
2148
Breed's Hill Capital
Massachusetts
$507K +$468K +5,690 New
VFG
2149
V2 Financial group
Illinois
$507K – – –
AIM
2150
Advyzon Investment Management
Illinois
$507K +$468K +5,690 New
84 85
86
87 88