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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1476
Harvest Fund Management
China
$757K -$783K -27,573 -51%
CRI
1477
Colonial River Investments
Virginia
$755K +$64.1K +2,258 +9%
CCB
1478
Country Club Bank
Missouri
$755K +$16.2K +570 +2%
LIA
1479
LS Investment Advisors
Michigan
$755K – – –
APG
1480
Abacus Planning Group
South Carolina
$754K -$8.01K -282 -1%
VCM
1481
Virtue Capital Management
Tennessee
$751K -$147K -5,190 -26%
JSAM
1482
J. Safra Asset Management
New York
$751K +$242K +8,519 +47%
CLA
1483
Carnegie Lake Advisors
New Jersey
$750K +$2.84K +100 +0.4%
PAS
1484
PKS Advisory Services
New York
$748K -$535K -18,843 -42%
DJSG
1485
D.J. St. Germain
Massachusetts
$748K -$40.4K -1,423 -5%
LF
1486
Lantz Financial
Illinois
$745K +$304K +10,688 +68%
RFA
1487
ROI Financial Advisors
Oregon
$744K +$185K +6,513 +33%
HCM
1488
Horrell Capital Management
Arkansas
$739K -$63.8K -2,245 -8%
SC
1489
SouthState Corp
Florida
$738K +$10.2K +360 +1%
UWP
1490
Uniting Wealth Partners
Kansas
$738K +$160K +5,622 +27%
OIA
1491
Optimum Investment Advisors
Illinois
$735K – – –
RPGNY
1492
Retirement Planning Group (New York)
New York
$734K -$4K -141 -0.5%
LOAMS
1493
Lombard Odier Asset Management (Switzerland)
Switzerland
$732K -$4.77M -167,891 -92%
MSWM
1494
McGlone Suttner Wealth Management
Wisconsin
$731K +$16.9K +596 +2%
PP
1495
PFS Partners
New Jersey
$730K +$3.32K +117 +0.5%
LWM
1496
Lakeridge Wealth Management
Ohio
$729K -$54.9K -1,932 -7%
CNB
1497
Camden National Bank
Maine
$729K -$21.7K -765 -3%
DCA
1498
DSG Capital Advisors
Minnesota
$728K -$49.7K -1,750 -6%
CIM
1499
Cambria Investment Management
California
$727K +$135K +4,747 +23%
RAS
1500
RPS Advisory Solutions
Kentucky
$726K -$84.3K -2,967 -10%
58 59
60
61 62