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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2501
Ballast Advisors
Minnesota
$4.3M -$273K -2,307 -6%
HC
2502
Hourglass Capital
Texas
$4.3M +$4.18M +35,415 New
SL
2503
Stevard LLC
Illinois
$4.29M -$9.99M -84,600 -71%
PFA
2504
Petra Financial Advisors
Colorado
$4.29M -$848K -7,181 -17%
WP
2505
WMS Partners
Maryland
$4.29M +$312K +2,638 +8%
CSB
2506
City State Bank
Iowa
$4.29M -$234K -1,984 -5%
DCM
2507
Driehaus Capital Management
Illinois
$4.29M +$276K +2,337 +7%
KF
2508
KKM Financial
Illinois
$4.27M -$715K -6,050 -15%
WAM
2509
WNY Asset Management
New York
$4.27M +$167K +1,416 +4%
TW
2510
Traveka Wealth
California
$4.26M +$35.9K +304 +0.9%
MWPCG
2511
Measured Wealth Private Client Group
New Hampshire
$4.26M -$185K -1,565 -4%
FCA
2512
FinTrust Capital Advisors
South Carolina
$4.25M -$876K -7,413 -17%
HGWM
2513
Horst & Graben Wealth Management
Oregon
$4.25M +$59.3K +502 +1%
IIC
2514
Ironwood Investment Counsel
Arizona
$4.25M -$275K -2,329 -6%
FFA
2515
Florida Financial Advisors
Florida
$4.24M +$523K +4,424 +15%
ITC
2516
Inspire Trust Company
Nevada
$4.24M +$240K +2,033 +6%
BFA
2517
Brown Financial Advisors
Ohio
$4.23M +$579K +4,899 +16%
ST
2518
Sabal Trust
Florida
$4.22M +$1.05M +8,922 +35%
PWM
2519
Pinnacle Wealth Management
California
$4.22M -$1.75M -14,822 -30%
DI
2520
Diligent Investors
California
$4.22M -$98K -830 -2%
FFA
2521
Fi3 Financial Advisors
Indiana
$4.21M +$865K +7,323 +27%
PP
2522
Patten & Patten
Tennessee
$4.21M -$300K -2,542 -7%
AWMT
2523
AAFMAA Wealth Management & Trust
North Carolina
$4.19M +$1.1M +9,295 +37%
HG
2524
Herbst Group
Connecticut
$4.19M -$2.16M -18,328 -35%
SRC
2525
Shufro Rose & Co
New York
$4.18M – – –
99 100
101
102 103