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Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
1451
Steel Grove Capital Advisors
Tennessee
$550K -$31.8K -165 -5%
OTPPB
1452
Ontario Teachers' Pension Plan Board
Ontario, Canada
$549K +$142K +735 +27%
GGS
1453
Galvin Gaustad & Stein
Arizona
$546K -$192K -995 -22%
SI
1454
Severin Investments
Missouri
$545K +$12.5K +65 +2%
SIA
1455
Soltis Investment Advisors
Utah
$545K +$67.5K +350 +11%
CAG
1456
Centerpoint Advisory Group
Kansas
$544K +$65.5K +340 +11%
PPWM
1457
Paragon Private Wealth Management
Kentucky
$542K +$144K +745 +28%
TPW
1458
Transatlantique Private Wealth
New York
$540K +$140K +725 +27%
PWMAG
1459
Pinnacle Wealth Management Advisory Group
New Jersey
$537K – – –
CH
1460
Cromwell Holdings
Wyoming
$535K – – –
TF
1461
Trek Financial
Arizona
$531K -$4.88M -25,330 -88%
SOS
1462
Silver Oak Securities
Tennessee
$530K +$33.7K +175 +6%
LSA
1463
Lion Street Advisors
Texas
$529K +$25.1K +130 +4%
HBT
1464
Hills Bank & Trust
Iowa
$527K +$128K +665 +25%
UWS
1465
Unique Wealth Strategies
Illinois
$527K -$173K -900 -21%
SICM
1466
Sustainable Insight Capital Management
New York
$525K -$96.4K -500 -13%
BAM
1467
Blueshift Asset Management
New Jersey
$525K +$395K +2,050 +164%
ICP
1468
Impact Capital Partners
Colorado
$525K -$280K -1,455 -31%
KMWM
1469
Keudell/Morrison Wealth Management
Oregon
$524K -$100K -520 -14%
EA
1470
Emerald Advisers
Pennsylvania
$523K +$633K +3,285 New
MCI
1471
MRP Capital Investments
Georgia
$521K -$48.2K -250 -7%
TCWM
1472
Total Clarity Wealth Management
Illinois
$521K – – –
VWM
1473
Valley Wealth Managers
New Jersey
$519K +$27K +140 +4%
FFO
1474
Fiduciary Family Office
Florida
$518K +$627K +3,255 New
PCM
1475
Palisade Capital Management
New Jersey
$517K +$626K +3,250 New
57 58
59
60 61