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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
4076
Logan Capital Management
Pennsylvania
$166K +$157K +395 New
IRC
4077
Investors Research Corp
Georgia
$165K – – –
BTC
4078
Bank & Trust Company
Illinois
$164K – – –
ITG
4079
Index Technologies Group
New York
$164K +$155K +389 New
YAL
4080
Your Advocates Ltd
Texas
$162K -$21.9K -55 -13%
PF
4081
PlanVest Financial
Maryland
$162K – – –
VCM
4082
Viewpoint Capital Management
Washington
$159K -$826K -2,076 -85%
MWPCG
4083
Measured Wealth Private Client Group
New Hampshire
$157K -$6.76K -17 -4%
BH
4084
Burk Holdings
Oklahoma
$156K -$398 -1 -0.3%
IW
4085
Imprint Wealth
South Carolina
$156K -$2.39K -6 -2%
PAM
4086
Paradigm Asset Management
New York
$154K – – –
CW
4087
CrossGen Wealth
North Carolina
$151K -$597K -1,500 -81%
PAG
4088
Paladin Advisory Group
Iowa
$149K – – –
KTC
4089
Kentucky Trust Company
Kentucky
$148K – – –
CWM
4090
Consultiva Wealth Management
Puerto Rico
$145K – – –
W
4091
WealthCollab
Washington
$144K -$19.9K -50 -13%
JFG
4092
JDM Financial Group
Texas
$142K – – –
RWM
4093
Rialto Wealth Management
New York
$142K +$50.1K +126 +60%
SC
4094
Swan Capital
Florida
$140K +$3.98K +10 +3%
PPA
4095
Pilgrim Partners Asia
Singapore
$139K -$107K -270 -45%
OCM
4096
Orion Capital Management
California
$139K -$1.59K -4 -1%
PJC
4097
Phillip James Consulting
Minnesota
$137K – – –
CNBT
4098
Cornerstone National Bank & Trust
Illinois
$137K – – –
PWMA
4099
Pension & Wealth Management Advisors
Massachusetts
$137K -$13.1K -33 -9%
SJIM
4100
St. Johns Investment Management
Florida
$135K – – –
162 163
164
165 166