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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
3376
Kooman & Associates
Pennsylvania
$911K -$104K -1,430 -12%
RIS
3377
Retirement Income Solutions
Michigan
$911K -$18.8K -260 -3%
CIR
3378
Clear Investment Research
Georgia
$908K -$35.5K -490 -5%
PWA
3379
Phoenix Wealth Advisors
North Carolina
$908K -$274K -3,780 -27%
CA
3380
CSM Advisors
Pennsylvania
$908K – – –
EPWM
3381
Essex Private Wealth Management
Massachusetts
$906K +$8.7K +120 +1%
T
3382
Tidemark
California
$905K +$37.7K +520 +5%
BCM
3383
Birch Capital Management
Texas
$905K -$144K -1,980 -17%
MFG
3384
MidWestOne Financial Group
Iowa
$905K +$94.9K +1,310 +15%
MCM
3385
Magnolia Capital Management
New York
$904K – – –
PS
3386
Pensionfund Sabic
Netherlands
$904K +$725K +10,000 New
MIM
3387
Merrion Investment Management
New Jersey
$904K – – –
MIM
3388
Monashee Investment Management
Massachusetts
$904K +$725K +10,000 New
SM
3389
Southport Management
Wyoming
$904K +$725K +10,000 New
UWM
3390
Udine Wealth Management
Florida
$903K +$724K +9,990 New
SMAM
3391
Sugar Maple Asset Management
Wisconsin
$898K +$720K +9,940 New
ECA
3392
Elevated Capital Advisors
Utah
$897K – – –
TC
3393
TAGStone Capital
North Carolina
$891K +$18.1K +250 +3%
CWM
3394
Chemistry Wealth Management
New York
$885K +$7.97K +110 +1%
SFI
3395
SPC Financial Inc
Maryland
$885K -$417K -5,750 -37%
SIMG
3396
Stephens Investment Management Group
Texas
$881K +$56.5K +780 +9%
RVPG
3397
Relative Value Partners Group
$880K +$18.8K +260 +2%
KCM
3398
Kennicott Capital Management
California
$879K – – –
AGA
3399
Accuvest Global Advisors
Utah
$879K -$750K -10,350 -52%
WA
3400
WBH Advisory
Maryland
$878K +$97.8K +1,350 +16%
134 135
136
137 138