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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1201
WealthSource Partners
California
$1.15M -$39.6K -335 -3%
PIFP
1202
Partners in Financial Planning
Virginia
$1.15M – – –
LC
1203
Lincoln Capital
Nebraska
$1.15M – – –
CBT
1204
CoreFirst Bank & Trust
Kansas
$1.14M -$71.7K -606 -5%
KFGK
1205
Keystone Financial Group (Kentucky)
Kentucky
$1.13M +$56.8K +480 +5%
LC
1206
LCNB Corp
Ohio
$1.13M -$16.6K -140 -1%
STAS
1207
Strong Tower Advisory Services
Minnesota
$1.13M +$6.62K +56 +0.5%
LI
1208
Lafayette Investments
Maryland
$1.12M +$136K +1,147 +12%
BWM
1209
BigSur Wealth Management
Florida
$1.12M – – –
CFGS
1210
Concourse Financial Group Securities
Alabama
$1.11M +$218K +1,844 +20%
PWP
1211
Principle Wealth Partners
Connecticut
$1.11M – – –
LBC
1212
Lawrence B. Cohen
$1.11M +$168K +1,423 +15%
EWM
1213
Elmwood Wealth Management
California
$1.11M +$5.91K +50 +0.5%
CWM
1214
Cordatus Wealth Management
Pennsylvania
$1.11M +$29.7K +251 +2%
LWP
1215
Lumature Wealth Partners
Georgia
$1.11M -$600K -5,073 -32%
OIA
1216
Optimum Investment Advisors
Illinois
$1.11M – – –
QI
1217
Qtron Investments
Massachusetts
$1.1M – – –
IC
1218
Inscription Capital
Texas
$1.1M -$150K -1,269 -11%
QT
1219
Quantamental Technologies
New York
$1.1M +$1.27M +10,770 New
RIL
1220
Rothschild Investment LLC
Illinois
$1.1M +$121K +1,027 +11%
CIC
1221
Cutler Investment Counsel
Oregon
$1.09M -$5.91K -50 -0.5%
BI
1222
Beecher Investors
Connecticut
$1.09M -$248K -2,100 -16%
NCM
1223
Northwest Capital Management
Oregon
$1.09M +$11.9K +101 +1%
NSB
1224
Norway Savings Bank
Maine
$1.09M +$48.5K +410 +4%
OPPTF
1225
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.09M +$28.4K +240 +2%
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