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Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
2126
Meridian Investment Counsel
California
$282K -$20.7K -100 -8%
VFG
2127
V2 Financial group
Illinois
$281K +$249K +1,200 New
CCM
2128
Cox Capital Management
Massachusetts
$281K – – –
IP
2129
Investment Partners
Ohio
$281K +$249K +1,200 New
DWM
2130
Dorchester Wealth Management
Quebec, Canada
$280K – – –
DBT
2131
Dubuque Bank & Trust
Iowa
$280K +$248K +1,195 New
SGK
2132
Steigerwald Gordon & Koch
Virginia
$279K +$247K +1,190 New
DJYG
2133
David J. Yvars Group
Florida
$278K +$246K +1,185 New
CFO
2134
Collective Family Office
Pennsylvania
$277K +$245K +1,182 New
TA
2135
Trellis Advisors
Washington
$276K +$3.11K +15 +1%
LF
2136
Lantz Financial
Illinois
$276K +$32.1K +155 +15%
PBC
2137
Pavion Blue Capital
California
$275K – – –
KIG
2138
Kowal Investment Group
Wisconsin
$275K +$240K +1,159 New
ACA
2139
Affinity Capital Advisors
California
$274K +$10.4K +50 +4%
GWS
2140
Glassman Wealth Services
Virginia
$274K +$52.6K +254 +28%
BWA
2141
Beam Wealth Advisors
Louisiana
$273K -$216K -1,043 -47%
IAA
2142
Ironsides Asset Advisors
North Carolina
$273K +$242K +1,167 New
HWA
2143
HHM Wealth Advisors
Tennessee
$271K +$87K +420 +57%
CWA
2144
Clearview Wealth Advisors
Oregon
$271K +$240K +1,158 New
GA
2145
Gateway Advisory
New Jersey
$269K – – –
MSFS
2146
Main Street Financial Solutions
Pennsylvania
$269K +$238K +1,150 New
KCM
2147
Kanawha Capital Management
Virginia
$268K -$23.8K -115 -9%
ACG
2148
Allen Capital Group
Nebraska
$268K +$37.3K +180 +19%
KA
2149
Kozak & Associates
Colorado
$267K +$206K +992 New
BAM
2150
Berkshire Asset Management
Pennsylvania
$266K +$235K +1,134 New
84 85
86
87 88