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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2201
MGB Wealth Management
Texas
$1.61M +$1.52M +6,184 New
RCM
2202
Riverpark Capital Management
New York
$1.61M – – –
UBV
2203
United Bank (Virginia)
Virginia
$1.6M – – –
GAB
2204
German American Bancorp
Indiana
$1.6M -$1.48K -6 -0.1%
CA
2205
Claro Advisors
Massachusetts
$1.59M +$120K +487 +9%
MCM
2206
Monument Capital Management
Virginia
$1.59M +$62.1K +252 +4%
ZIG
2207
Zuckerman Investment Group
Illinois
$1.59M +$733K +2,975 +95%
MIM
2208
Moseley Investment Management
Florida
$1.59M +$102K +414 +7%
OA
2209
Operose Advisors
Wisconsin
$1.59M -$4.93K -20 -0.3%
HAI
2210
Hennessy Advisors Inc
California
$1.59M -$222K -900 -13%
GFPC
2211
Global Financial Private Client
Florida
$1.59M +$301K +1,223 +25%
OFS
2212
Orrstown Financial Services
Pennsylvania
$1.58M +$1.5M +6,086 New
TSW
2213
Three Seasons Wealth
Utah
$1.58M -$79.9K -324 -5%
NRD
2214
Nebula Research & Development
New York
$1.57M +$1.49M +6,049 New
AGWCA
2215
Annis Gardner Whiting Capital Advisors
Florida
$1.57M +$401K +1,625 +37%
OWA
2216
Opal Wealth Advisors
New York
$1.57M +$23.2K +94 +2%
TIA
2217
Traphagen Investment Advisors
New Jersey
$1.56M +$56.2K +228 +4%
VBCG
2218
Valley Brook Capital Group
Pennsylvania
$1.56M +$1.97K +8 +0.1%
EWA
2219
Etesian Wealth Advisors
Oregon
$1.56M -$29.6K -120 -2%
FC
2220
Fulcrum Capital
Washington
$1.56M -$17.7K -72 -1%
MW
2221
Maia Wealth
Colorado
$1.56M +$1.47M +5,974 New
CM
2222
Caption Management
Oklahoma
$1.55M +$1.47M +5,960 New
IIC
2223
Ironwood Investment Counsel
Arizona
$1.55M +$986 +4 +0.1%
CP
2224
Covenant Partners
Tennessee
$1.55M -$8.38K -34 -0.6%
PSP
2225
Principal Street Partners
Tennessee
$1.54M -$27.1K -110 -2%
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