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Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1251
Headlands Technologies
Illinois
$344K -$95.9K -1,563 -23%
SLWA
1252
San Luis Wealth Advisors
California
$344K -$95.3K -1,552 -23%
ICM
1253
IMS Capital Management
Oregon
$343K – – –
SW
1254
SteelPeak Wealth
California
$341K -$27.9K -455 -8%
APP
1255
Avantax Planning Partners
Iowa
$341K +$313K +5,093 New
IWA
1256
Icon Wealth Advisors
Texas
$340K -$2.98M -48,509 -91%
PIM
1257
Penobscot Investment Management
Massachusetts
$338K -$28.2K -460 -8%
TVAMP
1258
Tennessee Valley Asset Management Partners
Tennessee
$337K -$306K -4,979 -50%
MFC
1259
Mechanics Financial Corp
Ohio
$336K +$26.4K +430 +9%
ICG
1260
InterOcean Capital Group
Tennessee
$336K -$286K -4,662 -48%
QFA
1261
Quattro Financial Advisors
Texas
$335K +$303K +4,939 +8,097%
VF
1262
VitalStone Financial
Texas
$334K +$306K +4,981 +71,157%
MTC
1263
McDaniel Terry & Co
Texas
$333K +$305K +4,965 New
MFG
1264
MidWestOne Financial Group
Iowa
$333K -$550K -8,963 -64%
RPCONE
1265
Retirement Planning Company of New England
Rhode Island
$332K +$38.5K +628 +15%
LGA
1266
Lebenthal Global Advisors
New York
$332K +$5.65K +92 +2%
AIA
1267
Angeles Investment Advisors
California
$331K +$19.7K +321 +7%
NDSI
1268
Newman Dignan & Sheerar Inc
Rhode Island
$330K +$16K +260 +6%
HIP
1269
HUB Investment Partners
Texas
$329K +$36K +587 +14%
VT
1270
Vise Technologies
New York
$329K +$302K +4,916 New
SC
1271
Syon Capital
California
$329K +$15.8K +258 +6%
FA
1272
FDx Advisors
Illinois
$329K -$3.96M -64,565 -93%
IRC
1273
Investors Research Corp
Georgia
$328K +$135K +2,193 +81%
CCM
1274
Chilton Capital Management
Texas
$327K +$14.5K +237 +5%
RL
1275
Rogco LP
Oklahoma
$327K +$45.5K +741 +18%
49 50
51
52 53