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Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
1626
Community Financial Services Group
Vermont
$471K +$34.2K +258 +8%
FG
1627
Foster Group
Iowa
$470K +$437K +3,301 New
PFBT
1628
Parkside Financial Bank & Trust
Missouri
$468K +$50.1K +378 +13%
POIA
1629
Pin Oak Investment Advisors
Texas
$466K – – –
NQWM
1630
Northwest Quadrant Wealth Management
Oregon
$465K +$1.19K +9 +0.3%
WA1
1631
Wimmer Associates 1
California
$463K +$13.2K +100 +3%
SG
1632
StoneX Group
New York
$463K +$135K +1,017 +45%
WCM
1633
Weld Capital Management
New York
$463K +$434K +3,276 New
BAM
1634
Bellevue Asset Management
Washington
$460K – – –
MTC
1635
McDaniel Terry & Co
Texas
$458K – – –
LC
1636
Lindbrook Capital
California
$458K +$4.77K +36 +1%
GIM
1637
Groesbeck Investment Management
New Jersey
$453K – – –
BFC
1638
Bedel Financial Consulting
Indiana
$452K – – –
LWAC
1639
Laurel Wealth Advisors (California)
California
$449K -$48.9K -369 -10%
PWS
1640
Precision Wealth Strategies
Missouri
$449K +$421K +3,177 New
NP
1641
Ninepoint Partners
Ontario, Canada
$448K -$76.8K -580 -15%
FFG
1642
Frisch Financial Group
New York
$448K +$1.46K +11 +0.3%
BDF
1643
Black Diamond Financial
Maryland
$447K -$8.88K -67 -2%
LA
1644
Lynch & Associates
Indiana
$447K -$4.64K -35 -1%
SCA
1645
STALEY CAPITAL ADVISERS
Pennsylvania
$446K – – –
VAM
1646
Verity Asset Management
North Carolina
$446K +$13.9K +105 +3%
FM
1647
Family Management
New York
$443K +$41.7K +315 +11%
IP
1648
Investment Partners
Ohio
$442K +$4.37K +33 +1%
PFA
1649
Paradigm Financial Advisors
Missouri
$439K +$412K +3,106 New
CMI
1650
Clare Market Investments
Texas
$438K +$265 +2 +0.1%
64 65
66
67 68