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Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
1501
Range Financial Group
Oregon
$599K -$136K -1,312 -18%
EFMC
1502
Empire Financial Management Company
New York
$599K – – –
NAS
1503
Nicolet Advisory Services
Wisconsin
$596K +$18.4K +177 +3%
RFN
1504
RDA Financial Network
Iowa
$595K -$12.7K -122 -2%
PSP
1505
Principal Street Partners
Tennessee
$594K +$1.14K +11 +0.2%
BC
1506
Belmont Capital
California
$593K +$11.5K +111 +2%
BOPW
1507
Brandywine Oak Private Wealth
Pennsylvania
$593K +$208 +2 +0%
JIP
1508
Jaffetilchin Investment Partners
Florida
$587K +$11.7K +113 +2%
EP
1509
Eudaimonia Partners
Tennessee
$585K -$11.4K -110 -2%
PVM
1510
Palogic Value Management
Texas
$585K +$40.4K +389 +7%
JWM
1511
Jeppson Wealth Management
California
$585K -$54.5K -525 -8%
IAS
1512
Insigneo Advisory Services
Florida
$584K +$73.8K +711 +14%
BOSSRA
1513
B.O.S.S. Retirement Advisors
Utah
$578K -$28.8K -277 -5%
MSR
1514
Main Street Research
Connecticut
$577K -$38.9K -375 -6%
SSWM
1515
Strait & Sound Wealth Management
California
$576K -$6.12K -59 -1%
SG
1516
StoneX Group
New York
$575K -$111K -1,066 -16%
DTC
1517
Davidson Trust Company
Washington
$572K +$172K +1,653 +40%
CCWM
1518
Cassaday & Co Wealth Management
Virginia
$571K -$5.92K -57 -1%
BLC
1519
Brown, Lisle/Cummings
Rhode Island
$570K – – –
BEAM
1520
Baker Ellis Asset Management
Washington
$570K -$26.5K -255 -4%
SCM
1521
Stordahl Capital Management
Colorado
$569K – – –
ERSOT
1522
Employees Retirement System of Texas
Texas
$568K +$595K +5,737 New
PWC
1523
PYA Waltman Capital
Tennessee
$565K +$136K +1,307 +30%
CB
1524
Cadence Bank
Mississippi
$562K +$7.78K +75 +1%
RIA
1525
Realta Investment Advisors
Delaware
$561K +$13.5K +130 +2%
59 60
61
62 63