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Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
2626
Quantum Financial Advisors
California
$574K – – –
LSA
2627
Lion Street Advisors
Texas
$572K +$63.1K +313 +13%
WDL
2628
Well Done LLC
Michigan
$570K -$41.7K -207 -7%
FCA
2629
FinTrust Capital Advisors
South Carolina
$570K +$45.6K +226 +9%
SNBOSCI
2630
Security National Bank of Sioux City Iowa
Iowa
$567K +$551K +2,731 New
NRC
2631
New Republic Capital
North Carolina
$567K +$550K +2,728 New
ICP
2632
Interchange Capital Partners
Pennsylvania
$566K +$53.6K +266 +11%
UCB
2633
United Community Bank
South Carolina
$566K +$14.9K +74 +3%
MIM
2634
Meridiem Investment Management
United Kingdom
$565K -$84.7K -420 -13%
CCM
2635
Carlson Capital Management
Minnesota
$565K +$62.5K +310 +13%
CBA
2636
Coastal Bridge Advisors
Connecticut
$563K +$90.1K +447 +20%
TFA
2637
Tranquilli Financial Advisor
New Jersey
$563K +$106K +526 +24%
TPW
2638
Transatlantique Private Wealth
New York
$562K -$20.2K -100 -4%
WCP
2639
Wick Capital Partners
Pennsylvania
$562K -$28.6K -142 -5%
SFG
2640
Summit Financial Group
West Virginia
$562K – – –
HCM
2641
Huber Capital Management
California
$561K +$101K +500 +23%
PVM
2642
Palogic Value Management
Texas
$560K +$544K +2,697 New
SPWM
2643
Spartan Planning & Wealth Management
North Carolina
$560K +$543K +2,694 +269,400%
EBA
2644
Eagle Bay Advisors
New York
$558K +$160K +795 +42%
MIAS
2645
Mason Investment Advisory Services
Virginia
$554K +$1.41K +7 +0.3%
LPAM
2646
Lodestar Private Asset Management
California
$552K +$535K +2,655 New
MCA
2647
MSH Capital Advisors
Arizona
$551K -$29.4K -146 -5%
ORAM
2648
One River Asset Management
Connecticut
$550K +$533K +2,645 New
GC
2649
Garde Capital
Washington
$550K -$28.2K -140 -5%
KFSC
2650
Keystone Financial Services (Colorado)
Colorado
$550K +$18.8K +93 +4%
104 105
106
107 108