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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
801
Orion Capital Management
California
$42K – – –
TFA
802
Toth Financial Advisory
Virginia
$42K – – –
CA
803
Crewe Advisors
Utah
$42K +$18.4K +430 +47%
CFG
804
CKW Financial Group
Hawaii
$38K +$427 +10 +0.8%
CWM
805
CarsonAllaria Wealth Management
Illinois
$37K – – –
BTI
806
Blue Trust Inc
Georgia
$37K +$2.31K +54 New
TCOV
807
Trust Company of Vermont
Vermont
$37K +$4.27K +100 New
TFM
808
TFC Financial Management
Massachusetts
$36K -$10.7K -250 -18%
OLVIG
809
Oliver Lagore Vanvalin Investment Group
Michigan
$36K -$7.26K -170 -13%
1IA
810
1834 Investment Advisors
Wisconsin
$36K +$14.9K +350 +44%
AWM
811
Activest Wealth Management
Florida
$36K +$21.6K +507 +77%
CAC
812
Core Alternative Capital
Georgia
$36K +$48.7K +1,140 New
AWM
813
Accel Wealth Management
Iowa
$35K -$4.27K -100 -8%
OSNBOA
814
Old Second National Bank of Aurora
Illinois
$35K – – –
M1FG
815
Mach-1 Financial Group
Arkansas
$35K +$6.83K +160 +16%
CI
816
CX Institutional
Indiana
$33K +$44.8K +1,050 New
NSIM
817
North Star Investment Management
Illinois
$32K – – –
SWM
818
Sugarloaf Wealth Management
Georgia
$32K +$43.1K +1,010 New
FMTCOCP
819
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K – – –
FA
820
Fortis Advisors
Pennsylvania
$31K – – –
MRCM
821
M&R Capital Management
New Jersey
$31K – – –
PFGIA
822
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$42.7K +1,000 New
CT
823
Cambridge Trust
Massachusetts
$30K -$12.8K -300 -23%
NIC
824
Northwest Investment Counselors
Oregon
$29K – – –
RA
825
Rise Advisors
New York
$29K +$6.83K +160 +21%
31 32
33
34 35