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Name Holding Trade Value Shares
Change 		Change in
Stake
KTA
4051
Keeley-Teton Advisors
Illinois
$600K – – –
BP
4052
BBR Partners
New York
$598K -$280K -2,367 -32%
RP
4053
Riverwater Partners
Wisconsin
$598K -$111K -938 -16%
SCP
4054
Stevens Capital Partners
Nebraska
$595K +$278K +2,356 +92%
BDFN
4055
Bond & Devick Financial Network
Minnesota
$595K +$5.55K +47 +1%
OWA
4056
ORBA Wealth Advisors
Illinois
$593K +$21.3K +180 +4%
SCI
4057
Silver Coast Investments
United States
$593K -$94.5K -800 -14%
LW
4058
Lauer Wealth
Indiana
$592K +$501K +4,245 New
A
4059
AlphaQuest
New York
$586K +$545K +4,612 +2,135%
RCM
4060
Requisite Capital Management
Texas
$585K -$35.4K -300 -6%
TSS
4061
Thomas Story & Son
Indiana
$583K +$29.5K +250 +5%
MIM
4062
Montgomery Investment Management
Maryland
$583K – – –
SWM
4063
Stockman Wealth Management
Montana
$580K -$566K -4,792 -50%
ACM
4064
Alamar Capital Management
California
$578K +$1.18K +10 +0.2%
EFG
4065
Elios Financial Group
Ohio
$578K +$562K +4,757 New
VCAM
4066
Van Cleef Asset Management
Ohio
$577K – – –
RA
4067
Ruggaard & Associates
Ohio
$576K -$1.21M -10,225 -68%
AW
4068
Avion Wealth
Texas
$576K +$4.61K +39 +0.8%
FFWA
4069
Forthright Family Wealth Advisory
Texas
$574K +$6.38K +54 +1%
HAC
4070
Harbor Advisory Corp
New Hampshire
$572K – – –
FNBSF
4071
First National Bank Sioux Falls
South Dakota
$570K – – –
OBGC
4072
O'Brien Greene & Co
Pennsylvania
$568K -$176K -1,487 -24%
BWM
4073
Brickley Wealth Management
California
$568K -$37.1K -314 -6%
CSC
4074
Caldwell Sutter Capital
California
$568K -$307K -2,597 -36%
RCM
4075
Richardson Capital Management
Wisconsin
$567K -$9.33K -79 -2%
161 162
163
164 165