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Name Holding Trade Value Shares
Change 		Change in
Stake
APA
1401
Astoria Portfolio Advisors
New York
$307K -$31.7K -465 -10%
AWM
1402
Axxcess Wealth Management
California
$307K +$26.9K +395 +9%
AI
1403
Accredited Investors
Minnesota
$306K -$4.91K -72 -2%
6F
1404
626 Financial
Michigan
$306K +$7.5K +110 +2%
HL
1405
HeadInvest LLC
Maine
$306K -$22.9K -336 -6%
PWPS
1406
Pinnacle Wealth Planning Services
Ohio
$304K -$274K -4,025 -47%
FBFS
1407
First Business Financial Services
Wisconsin
$304K – – –
VAG
1408
VisionPoint Advisory Group
Texas
$303K +$310K +4,545 New
FCP
1409
Fidelis Capital Partners
Florida
$301K -$8.73K -128 -3%
OCM
1410
Orion Capital Management
California
$301K -$123K -1,800 -29%
NFC
1411
Northeast Financial Consultants
Connecticut
$300K +$68.2K +1,000 +29%
NB
1412
NBT Bank
New York
$300K -$17K -250 -5%
OR
1413
Olympiad Research
Connecticut
$300K +$37.8K +555 +14%
MSAM
1414
Moloney Securities Asset Management
Missouri
$300K +$818 +12 +0.3%
HCM
1415
Highview Capital Management
Illinois
$299K – – –
RWA
1416
Ropes Wealth Advisors
Massachusetts
$298K -$6.34K -93 -2%
TCWM
1417
Total Clarity Wealth Management
Illinois
$298K +$305K +4,471 New
SGCA
1418
Steel Grove Capital Advisors
Tennessee
$298K +$9.61K +141 +3%
DCM
1419
Dudley Capital Management
Virginia
$298K -$463K -6,797 -60%
LCM
1420
LCM Capital Management
Illinois
$297K -$6.82K -100 -2%
IP
1421
Ignite Planners
California
$297K +$20.5K +300 +7%
VW
1422
Vance Wealth
California
$296K +$303K +4,442 New
SOS
1423
Silver Oak Securities
Tennessee
$296K +$20.7K +304 +7%
VCP
1424
Verus Capital Partners
Arizona
$296K +$42.6K +625 +16%
CCG
1425
Coastwise Capital Group
California
$295K -$95.4K -1,400 -24%
55 56
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58 59