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Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
1226
Palisades Hudson Asset Management
Florida
$214K – – –
KIA
1227
Kopp Investment Advisors
Minnesota
$213K -$8.83K -145 -4%
PV
1228
Private Vista
Illinois
$212K +$228K +3,740 New
MGIA
1229
Moneta Group Investment Advisors
Missouri
$211K – – –
SFG
1230
SNS Financial Group
Minnesota
$210K +$213K +3,493 New
SC
1231
SouthState Corp
Florida
$209K -$10.7K -175 -5%
BHB
1232
Bank Hapoalim BM
Israel
$207K -$1.85M -30,330 -90%
GAM
1233
Garrison Asset Management
Arkansas
$207K +$210K +3,443 New
CFA
1234
Camarda Financial Advisors
Florida
$206K +$209K +3,436 New
IAS
1235
IMA Advisory Services
Colorado
$204K -$12.2K -200 -6%
CB
1236
Community Bank
New York
$204K +$18.5K +303 +10%
PMFA
1237
Plante Moran Financial Advisors
Michigan
$204K +$35.3K +579 +21%
MC
1238
Matisse Capital
Oregon
$203K +$206K +3,382 New
SIM
1239
Sonora Investment Management
Arizona
$196K -$9.01K -148 -4%
AIM
1240
Assured Investment Management
New York
$196K +$198K +3,258 New
ACM
1241
Argentus Capital Management
Texas
$184K -$282K -4,631 -60%
DOA
1242
D'Orazio & Associates
Virginia
$180K – – –
ADL
1243
Asset Dedication LLC
California
$180K +$182K +2,995 New
GWS
1244
Glassman Wealth Services
Virginia
$177K – – –
VCM
1245
Versant Capital Management
Arizona
$177K +$180K +2,962 New
AW
1246
Alpha Windward
Massachusetts
$173K -$9.8K -161 -5%
LWM
1247
LBA Wealth Management
Florida
$168K – – –
RP
1248
Rowlandmiller & Partners
Georgia
$163K – – –
DBT
1249
Dubuque Bank & Trust
Iowa
$162K +$41.5K +682 +34%
AIM
1250
Advantage Investment Management
Iowa
$162K +$48.4K +795 +42%
48 49
50
51 52