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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
4401
Burkett Financial Services
South Carolina
$104K +$321 +1 +0.3%
3FI
4402
3 Factor Indexing
California
$104K +$321 +1 +0.3%
LG
4403
LAM Group
Oregon
$103K – – –
AWM
4404
Activest Wealth Management
Florida
$103K -$18.3K -57 -16%
FUBT
4405
First United Bank & Trust
Maryland
$98.5K +$22.5K +70 +32%
BC
4406
Burnham & Co
Michigan
$96.1K +$89.9K +280 New
RBC
4407
Roble Belko & Company
Pennsylvania
$92K – – –
MCA
4408
Maryland Capital Advisors
Maryland
$91.9K +$86K +268 New
RWM
4409
RMG Wealth Management
Wisconsin
$88.4K -$13.8K -43 -15%
OM
4410
OV Management
Minnesota
$87.1K -$246K -767 -75%
APW
4411
Atlantic Private Wealth
North Carolina
$85.8K – – –
MIM
4412
Meridiem Investment Management
United Kingdom
$85.6K – – –
NF
4413
Napier Financial
Massachusetts
$85.2K -$20.2K -63 -20%
TTIC
4414
Tower Trust & Investment Company
Iowa
$84.4K +$963 +3 +1%
AP
4415
Aspect Partners
Virginia
$83.8K -$1.6K -5 -2%
GCS
4416
Gordian Capital (Singapore)
Singapore
$83.7K – – –
LAM
4417
Lummis Asset Management
Texas
$83.4K +$4.5K +14 +6%
ETS
4418
ESL Trust Services
New York
$82.3K – – –
KPP
4419
Kings Path Partners
Texas
$82.3K – – –
PP
4420
Pingora Partners
Wyoming
$80.6K – – –
RPA
4421
Redwood Park Advisors
California
$79.7K – – –
TCM
4422
Tradewinds Capital Management
Washington
$78.6K -$8.03K -25 -10%
DF
4423
Downshift Financial
Colorado
$77.8K +$72.9K +227 New
HC
4424
Hoese & Co
Minnesota
$77.2K – – –
AW
4425
Ankerstar Wealth
Texas
$76.9K – – –
175 176
177
178 179