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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2526
Raffa Wealth Management
District of Columbia
$454K -$14.5K -69 -3%
CFSG
2527
Clark Financial Services Group
Missouri
$453K +$450K +2,138 New
SRC
2528
Sage Rhino Capital
California
$452K -$82.5K -392 -16%
OR
2529
Olympiad Research
Connecticut
$451K -$46.9K -223 -9%
CF
2530
Copperwynd Financial
Arizona
$450K +$52.8K +251 +13%
SEIA
2531
Signature Estate & Investment Advisors
California
$450K +$80.8K +384 +22%
VFM
2532
Vivid Financial Management
California
$449K -$61.9K -294 -12%
KFP
2533
KB Financial Partners
New Jersey
$444K +$441K +2,096 New
DHFB
2534
Dixon Hubard Feinour & Brown
Virginia
$443K +$34.1K +162 +8%
SCM
2535
SOL Capital Management
Maryland
$442K – – –
FA
2536
Fortis Advisors
Pennsylvania
$441K -$21K -100 -5%
CFD
2537
Creative Financial Designs
Indiana
$440K -$37.5K -178 -8%
AWM
2538
Aevitas Wealth Management
Massachusetts
$439K +$21.3K +101 +5%
AIS
2539
American Investment Services
Massachusetts
$438K -$5.05K -24 -1%
BWM
2540
BerganKDV Wealth Management
Minnesota
$437K -$17.9K -85 -4%
WA
2541
Wealth Architects
California
$437K +$14.5K +69 +3%
PG
2542
Prostatis Group
Maryland
$436K -$795K -3,779 -65%
HIS
2543
Horizon Investment Services
Indiana
$436K -$631 -3 -0.1%
PAMP
2544
Polar Asset Management Partners
Ontario, Canada
$435K -$281K -1,334 -39%
OL
2545
Optas LLC
Texas
$435K +$10.3K +49 +2%
KM
2546
Kalos Management
Georgia
$433K -$23.8K -113 -5%
DE
2547
Day & Ennis
Georgia
$433K +$13.1K +62 +3%
FNBOSM
2548
First National Bank of South Miami
Florida
$433K +$54.5K +259 +15%
NICM
2549
Neo Ivy Capital Management
New York
$433K +$430K +2,044 New
EA
2550
Emerald Advisors
Washington
$432K -$20.2K -96 -4%
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102
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