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Name Holding Trade Value Shares
Change 		Change in
Stake
AMR
1651
Asset Management Resources
Massachusetts
$231K +$234K +3,043 New
MIC
1652
Means Investment Company
Maine
$230K – – –
PAM
1653
Private Asset Management
California
$230K +$11.6K +150 +5%
GCA
1654
Greenwood Capital Associates
South Carolina
$229K -$74.2K -964 -24%
SAM
1655
S.A. Mason
Michigan
$228K -$52K -675 -18%
BAM
1656
Boyar Asset Management
New York
$228K – – –
LFM
1657
Lumina Fund Management
New York
$228K – – –
AL
1658
Aspiriant LLC
California
$228K -$23K -298 -9%
LPT
1659
Legacy Private Trust
Wisconsin
$227K -$2.39K -31 -1%
CB
1660
Cadence Bank
Mississippi
$227K – – –
EWM
1661
EPG Wealth Management
Georgia
$226K -$4.54K -59 -2%
WA
1662
Wambolt & Associates
Colorado
$226K +$770 +10 +0.3%
OFG
1663
Oxford Financial Group
Indiana
$225K -$32.6K -423 -12%
ICP
1664
Interchange Capital Partners
Pennsylvania
$224K +$225K +2,918 New
MFG
1665
MidWestOne Financial Group
Iowa
$223K +$226K +2,936 New
FIM
1666
Freedom Investment Management
Connecticut
$223K -$225K -2,915 -50%
FFWM
1667
Future Financial Wealth Management
Ohio
$223K +$8.86K +115 +4%
FIA
1668
FNY Investment Advisers
New York
$221K -$695K -9,026 -76%
TWM
1669
Tradition Wealth Management
Minnesota
$221K +$99.7K +1,294 +80%
BBW
1670
Blue Barn Wealth
Utah
$221K +$224K +2,909 New
BC
1671
Burney Company
Virginia
$220K -$8.47K -110 -4%
DG
1672
DMC Group
Alabama
$220K +$225K +2,920 New
HCM
1673
Hollencrest Capital Management
California
$218K +$196K +2,548 +782%
SIGI
1674
Susquehanna International Group (Ireland)
Ireland
$218K +$221K +2,874 New
RCG
1675
Regatta Capital Group
California
$218K – – –
65 66
67
68 69