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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1226
Abound Wealth Management
Tennessee
$193K +$23.3K +214 +12%
PPC
1227
Park Place Capital
Alabama
$192K – – –
CCM
1228
Chilton Capital Management
Texas
$191K – – –
CWM
1229
Compass Wealth Management
Connecticut
$186K -$114K -1,050 -35%
TFGT
1230
TS Financial Group (TSFG)
Illinois
$186K – – –
KA
1231
Kozak & Associates
Colorado
$186K – – –
AIM
1232
Advyzon Investment Management
Illinois
$185K +$211K +1,940 New
MA
1233
MCF Advisors
Kentucky
$176K – – –
CL
1234
CSS LLC
Illinois
$169K +$193K +1,768 New
ZBNA
1235
Zions Bancorporation, National Association
Utah
$167K +$191K +1,751 New
IBOK
1236
Independence Bank of Kentucky
Kentucky
$167K – – –
ME
1237
McIlrath & Eck
Washington
$167K – – –
TFIPS
1238
Towarzystwo Funduszy Inwestycyjnych PZU SA
$167K – – –
VBA
1239
von Borstel & Associates
Oregon
$165K +$189K +1,734 New
AIM
1240
Acropolis Investment Management
Missouri
$162K – – –
GM
1241
GeoWealth Management
Illinois
$162K -$411K -3,770 -69%
HIP
1242
HUB Investment Partners
Texas
$162K +$26.3K +241 +17%
CFG
1243
CKW Financial Group
Hawaii
$160K – – –
CFO
1244
CVA Family Office
Colorado
$155K +$34.5K +317 +24%
LWCFA
1245
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$154K – – –
AW
1246
Avion Wealth
Texas
$149K – – –
1IA
1247
1620 Investment Advisors
Massachusetts
$146K -$1.64K -15 -1%
PP
1248
PFS Partners
New Jersey
$146K – – –
MMCM
1249
Murphy & Mullick Capital Management
New York
$144K +$545 +5 +0.3%
KB
1250
Kimelman & Baird
New York
$143K – – –
48 49
50
51 52