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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
2551
Seven Mile Advisory
New Jersey
$821K +$15.4K +64 +2%
T
2552
TOBAM
France
$818K +$12.3K +51 +1%
NSB
2553
Norway Savings Bank
Maine
$817K +$73.1K +304 +9%
FP
2554
Fiduciary Planning
Florida
$812K -$405K -1,685 -32%
GWA
2555
GGM Wealth Advisors
Maryland
$811K – – –
EWA
2556
Encompass Wealth Advisors
Oregon
$807K -$3.13K -13 -0.4%
PDM
2557
Penn Davis McFarland
Texas
$805K +$72.1K +300 +9%
BCM
2558
Birch Capital Management
Texas
$805K +$302K +1,255 +56%
CHJWM
2559
Carlton Hofferkamp & Jenks Wealth Management
Texas
$805K – – –
LOAMU
2560
Lombard Odier Asset Management (USA)
New York
$805K +$96.1K +400 +13%
SRC
2561
Sage Rhino Capital
California
$804K +$6.01K +25 +0.7%
CAL
2562
Capital Advisors Ltd
Ohio
$804K +$9.86K +41 +1%
WF
2563
WoodTrust Financial
Wisconsin
$804K +$79.8K +332 +10%
PFG
2564
PAX Financial Group
Texas
$803K +$10.3K +43 +1%
OW
2565
Olistico Wealth
Oklahoma
$802K -$4.81K -20 -0.6%
OPA
2566
Old Port Advisors
Maine
$802K +$838K +3,487 New
MCM
2567
Mendel Capital Management
Arkansas
$802K +$1.2K +5 +0.1%
JFA
2568
JNBA Financial Advisors
Minnesota
$802K -$6.01K -25 -0.7%
GIM
2569
Guardian Investment Management
California
$801K -$877K -3,650 -13%
AWM
2570
Alterna Wealth Management
Texas
$800K -$11.8K -49 -1%
AP
2571
Adero Partners
California
$799K +$322K +1,340 +63%
JF
2572
JSF Financial
California
$798K -$73.6K -306 -8%
CAMV
2573
Concord Asset Management (Virginia)
Virginia
$798K +$195K +813 +31%
PK
2574
Pflug Koory
Nebraska
$794K -$44K -183 -5%
FPCG
2575
Fort Pitt Capital Group
Pennsylvania
$794K +$27.6K +115 +3%
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