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Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
1076
Demars Financial Group
Washington
$406K +$141K +2,170 +45%
C
1077
Certuity
Florida
$406K -$65.7K -1,012 -13%
PTC
1078
Private Trust Company
Ohio
$406K -$160K -2,470 -26%
NB
1079
Nicolet Bankshares
Wisconsin
$406K -$221K -3,408 -33%
SBFM
1080
S-Bank Fund Management
Finland
$406K -$14.6K -225 -3%
EPIM
1081
Evelyn Partners Investment Management
$404K -$44.6K -687 -9%
PWMAG
1082
Pinnacle Wealth Management Advisory Group
New Jersey
$403K +$449K +6,910 New
ATFA
1083
All Terrain Financial Advisors
Minnesota
$403K +$195 +3 +0%
CAM
1084
Cidel Asset Management
Ontario, Canada
$401K +$49.7K +766 +13%
GCP
1085
Guardian Capital (Pennsylvania)
Pennsylvania
$401K +$446K +6,871 New
FAM
1086
Fulcrum Asset Management
United Kingdom
$401K -$13.1K -201 -3%
BWP
1087
Baldwin Wealth Partners
Massachusetts
$400K -$9.09K -140 -2%
BCM
1088
Boltwood Capital Management
California
$399K -$18.4K -283 -4%
IC
1089
Inscription Capital
Texas
$398K -$88.9K -1,369 -17%
SPF
1090
South Plains Financial
Texas
$394K +$4.61K +71 +1%
WSFS
1091
Wilmington Savings Fund Society
Delaware
$392K -$12K -185 -3%
EM
1092
Excalibur Management
Massachusetts
$392K -$74.4K -1,146 -15%
CWM
1093
Chemistry Wealth Management
New York
$391K -$24.2K -373 -5%
FFS
1094
Founders Financial Securities
Maryland
$390K -$436K -6,722 -50%
WPC
1095
Wedmont Private Capital
Pennsylvania
$390K -$162K -2,489 -27%
NP
1096
Nilsine Partners
Colorado
$389K +$17.5K +269 +4%
IP
1097
Ignite Planners
California
$389K -$3.77K -58 -0.8%
JKA
1098
Jones Kertz & Associates
Minnesota
$387K +$431K +6,634 New
BF
1099
BOK Financial
Oklahoma
$386K -$65.4K -1,007 -13%
GS
1100
Gagnon Securities
New York
$385K +$974 +15 +0.2%
42 43
44
45 46