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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1501
Barrett & Company
Rhode Island
$321K +$373 +5 +0.1%
AIM
1502
Advyzon Investment Management
Illinois
$321K +$30.7K +412 +10%
AWM
1503
Accurate Wealth Management
Florida
$321K -$60.8K -816 -15%
PWP
1504
Principle Wealth Partners
Connecticut
$321K – – –
DSN
1505
D. Scott Neal
Kentucky
$321K – – –
BWM
1506
BNC Wealth Management
Oregon
$321K – – –
UAML
1507
US Asset Management LLC
Pennsylvania
$321K – – –
MCM
1508
Monarch Capital Management
Indiana
$320K – – –
QL
1509
Quarry LP
New York
$319K +$45.5K +611 +15%
PCP
1510
Panoramic Capital Partners
Oregon
$318K -$3.28K -44 -1%
PWS
1511
Precision Wealth Strategies
Missouri
$318K -$22.7K -305 -6%
OFG
1512
Oxford Financial Group
Indiana
$316K +$21.2K +284 +7%
SSWM
1513
Strait & Sound Wealth Management
California
$315K -$38K -510 -10%
PIM
1514
Profit Investment Management
Maryland
$315K -$367K -4,931 -52%
LI
1515
Louisbourg Investments
New Brunswick, Canada
$314K – – –
BIG
1516
Builder Investment Group
Georgia
$314K +$112K +1,500 +50%
NAM
1517
NorthCrest Asset Manangement
Minnesota
$314K -$408K -5,470 -55%
M
1518
MATAURO
New York
$313K -$2.38K -32 -0.7%
WA
1519
Westfuller Advisors
New York
$313K +$332K +4,457 New
FMLI
1520
Fukoku Mutual Life Insurance
Japan
$311K -$24.8K -333 -7%
OL
1521
Optas LLC
Texas
$311K +$5.89K +79 +2%
GBT
1522
Grove Bank & Trust
Florida
$310K – – –
BBI
1523
Baxter Bros Inc
Connecticut
$310K – – –
CFG
1524
Cooper Financial Group
California
$310K -$20.2K -271 -6%
RMCM
1525
Reynders McVeigh Capital Management
Massachusetts
$308K -$138K -1,850 -30%
59 60
61
62 63