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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1451
Bedel Financial Consulting
Indiana
$682K -$12.7K -123 -2%
HCM
1452
Howland Capital Management
Massachusetts
$680K -$1.65K -16 -0.2%
SIM
1453
Sentry Investment Management
Wisconsin
$680K +$417K +4,058 +133%
HWA
1454
HCR Wealth Advisors
California
$679K -$239K -2,320 -25%
CAMG
1455
CWA Asset Management Group
Florida
$678K +$121K +1,177 +20%
MS
1456
Maven Securities
Jersey
$677K -$9.26K -90 -1%
SFP
1457
Shepherd Financial Partners
Massachusetts
$677K +$540K +5,247 +286%
MLA
1458
My Legacy Advisors
Oregon
$676K -$2.57K -25 -0.4%
ATC
1459
Adirondack Trust Company
New York
$676K -$18.8K -183 -3%
MSFS
1460
Main Street Financial Solutions
Pennsylvania
$661K +$58K +564 +9%
FFA
1461
Farther Finance Advisors
California
$660K +$421K +4,097 +146%
AL
1462
Aspiriant LLC
California
$656K +$18.2K +177 +3%
IIM
1463
InTrack Investment Management
Vermont
$655K -$175K -1,703 -20%
VEA
1464
Virtus ETF Advisers
New York
$655K +$65.4K +636 +10%
VCM
1465
Virtue Capital Management
Tennessee
$654K – – –
PWPS
1466
Pinnacle Wealth Planning Services
Ohio
$651K -$264K -2,567 -27%
TIMH
1467
Tilt Investment Management Holdings
New York
$646K – – –
BMCM
1468
Burns Matteson Capital Management
New York
$643K -$1.13K -11 -0.2%
MG
1469
Marex Group
$642K +$428K +4,164 +163%
AAS
1470
Ameritas Advisory Services
Nebraska
$640K +$289K +2,810 +79%
AP
1471
Appleton Partners
Massachusetts
$640K – – –
NICM
1472
Neo Ivy Capital Management
New York
$639K +$17.5K +170 +3%
IB
1473
Intrust Bank
Kansas
$637K -$310K -3,013 -31%
KGC
1474
Kennon-Green & Company
Ohio
$637K +$281K +2,736 +70%
NDSI
1475
Newman Dignan & Sheerar Inc
Rhode Island
$636K -$15.3K -149 -2%
57 58
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60 61