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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1476
Trillium Asset Management
Massachusetts
$221K -$31.7K -407 -11%
MWM
1477
Maridea Wealth Management
New York
$221K -$111K -1,424 -30%
CFG
1478
Carr Financial Group
Massachusetts
$221K -$42.7K -548 -14%
KA
1479
KLCM Advisors
Wisconsin
$221K +$263K +3,380 New
PCS
1480
Personal CFO Solutions
New Jersey
$220K -$106K -1,365 -29%
OC
1481
Oarsman Capital
Wisconsin
$220K +$545 +7 +0.2%
BC
1482
Bridgefront Capital
Texas
$219K +$262K +3,363 New
NJIM
1483
Nabity-Jensen Investment Management
Nebraska
$219K – – –
NCM
1484
NCM Capital Management
New Jersey
$218K -$78 -1 -0%
VCM
1485
Virtue Capital Management
Tennessee
$217K +$64.1K +823 +33%
APP
1486
Avantax Planning Partners
Iowa
$216K +$1.09K +14 +0.4%
FIB
1487
First Interstate Bank
Montana
$216K – – –
CIC
1488
Chase Investment Counsel
Virginia
$215K -$849K -10,897 -77%
PHAM
1489
Palisades Hudson Asset Management
Florida
$215K – – –
HAIM
1490
Hunter Associates Investment Management
Pennsylvania
$215K +$3.12K +40 +1%
ICM
1491
IMS Capital Management
Oregon
$215K – – –
OFO
1492
OneAscent Family Office
Alabama
$213K +$28.7K +369 +13%
BAM
1493
Blueshift Asset Management
New Jersey
$213K +$254K +3,262 New
PFP
1494
Paragon Financial Partners
California
$213K -$3.9K -50 -2%
OWA
1495
Octavia Wealth Advisors
Ohio
$212K +$55.5K +713 +28%
SWA
1496
SFMG Wealth Advisors
Texas
$212K +$17.4K +223 +7%
YLHM
1497
Yelin Lapidot Holdings Management
Israel
$212K – – –
ADMI
1498
Albert D. Mason Inc
Massachusetts
$212K +$6.39K +82 +3%
OC
1499
Optima Capital
Oregon
$211K -$4.44K -57 -2%
UPS
1500
UHLMANN PRICE SECURITIES
Illinois
$211K – – –
58 59
60
61 62