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Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
1851
Benjamin Edwards Inc
Missouri
$221K -$345K -3,714 -56%
CVM
1852
Cheviot Value Management
California
$221K – – –
NWA
1853
New World Advisors
Massachusetts
$221K -$929 -10 -0.3%
FFG
1854
Frisch Financial Group
New York
$219K -$9.48K -102 -3%
HIP
1855
HUB Investment Partners
Texas
$218K -$28.5K -307 -10%
GPA
1856
Guerra Pan Advisors
New Jersey
$218K – – –
MKC
1857
M. Kraus & Co
Vermont
$218K – – –
WF
1858
Wayfinding Financial
Washington
$218K -$94.9K -1,021 -26%
FM
1859
Family Management
New York
$217K -$102K -1,102 -28%
VCM
1860
Versant Capital Management
Arizona
$217K +$71.9K +774 +37%
GWA
1861
GGM Wealth Advisors
Maryland
$216K +$372 +4 +0.1%
CIA
1862
Compass Ion Advisors
Pennsylvania
$215K – – –
LWL
1863
Leo Wealth LLC
Texas
$214K -$5.02K -54 -2%
ES
1864
Eagle Strategies
New York
$214K +$264K +2,842 New
SI
1865
Seeds Investor
New York
$213K +$34.5K +371 +15%
FFA
1866
Fragasso Financial Advisors
Pennsylvania
$212K -$7.99K -86 -3%
PPW
1867
Pasadena Private Wealth
California
$212K -$11.6K -125 -4%
CA
1868
Cornerstone Advisory
Maryland
$212K -$112K -1,208 -30%
TWM
1869
Tradition Wealth Management
Minnesota
$212K +$1.86K +20 +0.7%
CNWM
1870
Clay Northam Wealth Management
California
$211K – – –
ODG
1871
O'Dell Group
Ohio
$211K – – –
DPIM
1872
Duff & Phelps Investment Management
Illinois
$211K -$1.05M -11,313 -80%
AIM
1873
Allen Investment Management
New York
$210K +$259K +2,786 New
DIA
1874
Dana Investment Advisors
Wisconsin
$210K -$22K -237 -8%
MSR
1875
Main Street Research
Connecticut
$210K +$17.6K +189 +7%
73 74
75
76 77