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Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
3601
Baer Investment Advisory
California
$3.4M +$359K +1,959 +11%
AC
3602
Addison Capital
Pennsylvania
$3.4M +$35.4K +193 +1%
KPWG
3603
KFA Private Wealth Group
Virginia
$3.39M -$51.6K -281 -1%
VDC
3604
Van Diest Capital
Iowa
$3.39M +$1.24M +6,785 +54%
BMCM
3605
Burns Matteson Capital Management
New York
$3.39M -$410K -2,236 -10%
HHCP
3606
Hilton Head Capital Partners
South Carolina
$3.39M -$2.94K -16 -0.1%
EFMC
3607
Empire Financial Management Company
New York
$3.38M +$88.6K +483 +3%
CMANY
3608
Capital Management Associates (New York)
New York
$3.38M – – –
BIA
3609
Bell Investment Advisors
California
$3.38M +$679K +3,699 +24%
BDF
3610
Black Diamond Financial
Maryland
$3.38M +$233K +1,271 +7%
CASB
3611
Cape Ann Savings Bank
Massachusetts
$3.38M -$82.7K -451 -2%
FCM
3612
Fourpath Capital Management
Oklahoma
$3.38M +$169K +921 +5%
GFA
3613
Gallagher Fiduciary Advisors
Illinois
$3.37M -$88.6K -483 -2%
PCM
3614
Prospera Capital Management
Arizona
$3.37M +$6.42K +35 +0.2%
TNAM
3615
Terra Nova Asset Management
New York
$3.37M +$1.77M +9,636 +100%
PFG
3616
Putney Financial Group
California
$3.37M -$161K -879 -4%
WAM
3617
WealthTrust Asset Management
Florida
$3.36M +$1.07M +5,815 +43%
CFMC
3618
Curbstone Financial Management Corp
New Hampshire
$3.36M -$25.3K -138 -0.7%
VFA
3619
Voya Financial Advisors
Connecticut
$3.35M -$954K -5,199 -21%
TW
3620
Towerpoint Wealth
California
$3.35M -$325K -1,771 -8%
LF
3621
Lee Financial
Texas
$3.35M +$74.5K +406 +2%
OFO
3622
OneAscent Family Office
Alabama
$3.34M +$697K +3,801 +25%
AT
3623
Arlington Trust
Alabama
$3.34M +$604K +3,294 +21%
CNBT
3624
Cornerstone National Bank & Trust
Illinois
$3.34M +$19.3K +105 +0.6%
MAMG
3625
Milestone Asset Management Group
Connecticut
$3.33M -$6.42K -35 -0.2%
143 144
145
146 147