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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2101
Schnieders Capital Management
California
$393K -$87.9K -5,560 -15%
PCMF
2102
Private Capital Management (Florida)
Florida
$392K +$510K +32,280 New
RRCM
2103
Rappaport Reiches Capital Management
Illinois
$392K -$10.1K -640 -2%
NJBEST
2104
New Jersey Better Educational Savings Trust
New Jersey
$391K – – –
CC
2105
Constitution Capital
Connecticut
$391K +$1.58K +100 +0.3%
DA
2106
Drake & Associates
Wisconsin
$390K -$161K -10,200 -24%
MFG
2107
Monte Financial Group
Connecticut
$390K +$12.3K +780 +2%
M1FG
2108
Mach-1 Financial Group
Arkansas
$390K +$25.9K +1,640 +5%
KWA
2109
KCS Wealth Advisory
California
$389K +$2.06K +130 +0.4%
BPGAM
2110
BTG Pactual Global Asset Management
Bermuda
$386K -$822K -51,970 -62%
RWI
2111
Red Wave Investments
Pennsylvania
$386K -$12.8K -810 -2%
LL
2112
LPWM LLC
Minnesota
$386K – – –
WDG
2113
Wealth Dimensions Group
Ohio
$386K +$21.5K +1,360 +4%
SC
2114
SouthState Corp
Florida
$383K +$144K +9,120 +41%
CIA
2115
Compass Ion Advisors
Pennsylvania
$382K -$13.1K -830 -3%
KA
2116
Kercheville Advisors
Texas
$381K -$480K -30,340 -49%
SAMC
2117
Spectrum Asset Management (California)
California
$381K -$158 -10 -0%
MFG
2118
MidWestOne Financial Group
Iowa
$381K +$497K +31,420 New
AWAG
2119
ARS Wealth Advisors Group
Florida
$380K +$15.7K +990 +3%
HI
2120
Hudock Inc
Pennsylvania
$379K -$4.11K -260 -0.8%
CGA
2121
Crescent Grove Advisors
Illinois
$378K -$114K -7,180 -19%
WC
2122
Whitney & Co
New York
$378K +$73.7K +4,660 +18%
NEWAS
2123
N.E.W. Advisory Services
Wisconsin
$378K +$191K +12,090 +64%
PWA
2124
Physician Wealth Advisors
Utah
$377K -$5.38K -340 -1%
MTC
2125
McDaniel Terry & Co
Texas
$377K +$25.6K +1,620 +6%
83 84
85
86 87