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Name Holding Trade Value Shares
Change 		Change in
Stake
DJYG
1351
David J. Yvars Group
Florida
$325K +$47.3K +375 +19%
FI
1352
Finivi Inc
Massachusetts
$325K +$290K +2,300 New
CG
1353
Corundum Group
Colorado
$324K -$24.6K -195 -8%
NRC
1354
New Republic Capital
North Carolina
$322K -$70K -555 -20%
PMFA
1355
Plante Moran Financial Advisors
Michigan
$322K +$113K +900 +65%
RPC
1356
Rossmore Private Capital
Connecticut
$321K – – –
GSEP
1357
Golden State Equity Partners
California
$320K +$20.8K +165 +8%
NAS
1358
Nicolet Advisory Services
Wisconsin
$320K -$16.4K -130 -5%
MAM
1359
Meeder Asset Management
Ohio
$319K -$7.56K -60 -3%
CAM
1360
Concorde Asset Management
Michigan
$318K -$3.15K -25 -1%
MTC
1361
McDaniel Terry & Co
Texas
$317K – – –
VCG
1362
Vantage Consulting Group
Virginia
$316K -$62.4K -495 -18%
HIC
1363
Holderness Investments Company
North Carolina
$315K +$3.15K +25 +1%
AAIM
1364
Asset Advisors Investment Management
Georgia
$314K +$280K +2,225 New
RWA
1365
Redhawk Wealth Advisors
Minnesota
$314K +$34K +270 +14%
WCM
1366
Weaver Capital Management
Georgia
$314K +$280K +2,220 New
EIA
1367
Edgemoor Investment Advisors
Maryland
$312K +$278K +2,205 New
OC
1368
Oarsman Capital
Wisconsin
$307K +$274K +2,175 New
HT
1369
Headlands Technologies
Illinois
$307K +$274K +2,170 New
BFIM
1370
Beese Fulmer Investment Management
Ohio
$306K +$7.56K +60 +3%
FAG
1371
Fortitude Advisory Group
Washington
$302K – – –
CA
1372
Claro Advisors
Massachusetts
$302K +$9.45K +75 +4%
CT
1373
Chicago Trust
Illinois
$302K +$270K +2,140 New
WC
1374
Wexford Capital
Florida
$302K -$269K -2,135 -50%
PWP
1375
Perfromance Wealth Partners
Illinois
$301K -$24.6K -195 -8%
53 54
55
56 57