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Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
2601
First Nebraska Trust
Nebraska
$457K – – –
MAG
2602
Mayfair Advisory Group
Alabama
$457K -$4.98K -230 -1%
GD
2603
Grandfield & Dodd
New York
$455K – – –
HWM
2604
HighMark Wealth Management
Minnesota
$455K +$128K +5,910 +56%
RC
2605
RBO & Co
California
$454K – – –
SIGI
2606
Susquehanna International Group (Ireland)
Ireland
$454K -$1.54M -71,340 -81%
JWM
2607
Janiczek Wealth Management
Colorado
$454K +$86.1K +3,980 +31%
BA
2608
Bluesphere Advisors
Pennsylvania
$453K -$10.8K -500 -3%
CWP
2609
Core Wealth Partners
California
$452K +$352K +16,270 New
WB
2610
West Bancorporation
Iowa
$451K -$37.7K -1,740 -10%
HHAA
2611
Henry H. Armstrong Associates
Pennsylvania
$451K +$21K +970 +6%
FFWA
2612
FRG Family Wealth Advisors
Washington
$451K -$2.81K -130 -0.8%
HWM
2613
HFG Wealth Management
Texas
$450K +$351K +16,210 New
TCM
2614
Tanaka Capital Management
New York
$450K – – –
HAG
2615
HF Advisory Group
Maryland
$448K -$5.63K -260 -2%
MCM
2616
Monument Capital Management
Virginia
$447K -$16.9K -780 -5%
RPCA
2617
Running Point Capital Advisors
California
$447K -$5.19K -240 -1%
OCPWS
2618
One Charles Private Wealth Services
Massachusetts
$447K -$433 -20 -0.1%
PG
2619
Prostatis Group
Maryland
$447K -$94.1K -4,350 -22%
AC
2620
Addison Capital
Pennsylvania
$445K -$288K -13,290 -45%
BAG
2621
Bridgewealth Advisory Group
California
$444K – – –
HKAM
2622
Horizon Kinetics Asset Management
New York
$444K – – –
PCC
2623
Park Circle Company
Maryland
$444K – – –
MWM
2624
Moran Wealth Management
Florida
$444K -$148K -6,840 -30%
TI
2625
Truepoint Inc
Ohio
$443K -$96.7K -4,470 -22%
103 104
105
106 107