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Name Holding Trade Value Shares
Change 		Change in
Stake
BHIC
2551
Bassett Hargrove Investment Counsel
Delaware
$848K – – –
MAM
2552
Martingale Asset Management
Massachusetts
$847K +$418K +12,580 +169%
IIC
2553
Integrated Investment Consultants
Michigan
$847K -$21.6K -650 -3%
AC
2554
AXQ Capital
New Jersey
$846K -$1.76M -53,000 -73%
PAIM
2555
Punch & Associates Investment Management
Minnesota
$846K -$33.2K -1,000 -5%
PR
2556
Payden & Rygel
California
$846K -$498K -15,000 -43%
PA
2557
Prossimo Advisors
California
$844K -$19.6K -590 -3%
MHR
2558
Matthew Hamilton Rosenberg
$843K -$68.4K -2,060 -9%
KCM
2559
Kanawha Capital Management
Virginia
$841K -$103K -3,090 -13%
ACM
2560
Alpha Capital Management
Texas
$840K – – –
RIP
2561
RAM Investment Partners
Washington
$839K +$3.65K +110 +0.6%
RIA
2562
Retirement Investment Advisors
Oklahoma
$838K – – –
BFC
2563
Bedel Financial Consulting
Indiana
$837K -$30.5K -920 -4%
GWA
2564
GGM Wealth Advisors
Maryland
$836K +$655K +19,720 New
EM
2565
Excalibur Management
Massachusetts
$832K -$79K -2,380 -11%
HCM
2566
Highlander Capital Management
New Jersey
$831K -$232K -7,000 -26%
SC
2567
SouthState Corp
Florida
$831K -$264K -7,960 -29%
FFM
2568
Flagstone Financial Management
Nebraska
$831K +$3.32K +100 +0.5%
KFI
2569
Key Financial Inc
Pennsylvania
$830K +$82.7K +2,490 +15%
SCI
2570
Stableford Capital II
Arizona
$830K +$650K +19,570 New
BG
2571
Bollard Group
Massachusetts
$829K +$69.1K +2,080 +12%
FCA
2572
FLC Capital Advisors
California
$828K -$96.9K -2,920 -13%
AFA
2573
American Financial Advisors
Georgia
$827K +$40.8K +1,230 +7%
NWM
2574
Northwest Wealth Management
Iowa
$827K +$94.3K +2,840 +17%
JAIC
2575
Josh Arnold Investment Consultant
Minnesota
$825K +$647K +19,500 New
101 102
103
104 105