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Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
2301
AM Investment Strategies
Tennessee
$835K – – –
TWA
2302
TCI Wealth Advisors
Arizona
$833K -$4.75K -23 -0.5%
HCP
2303
Hexagon Capital Partners
Arkansas
$831K +$44.4K +215 +5%
FBFS
2304
First Business Financial Services
Wisconsin
$828K +$7.85K +38 +0.9%
DA
2305
DSC Advisors
Illinois
$826K -$198K -960 -19%
BA
2306
Bluesphere Advisors
Pennsylvania
$826K -$4.13K -20 -0.5%
PFA
2307
Pure Financial Advisors
California
$824K +$206K +998 +31%
SOW
2308
State of Wyoming
Wyoming
$823K -$345K -1,671 -29%
BFIM
2309
Beese Fulmer Investment Management
Ohio
$822K +$98.4K +476 +13%
UAS
2310
United Asset Strategies
New York
$822K +$482K +2,331 +126%
KPW
2311
Kore Private Wealth
New York
$821K -$17.4K -84 -2%
HL
2312
HeadInvest LLC
Maine
$821K – – –
BO
2313
BRR OpCo
Ohio
$821K +$90.1K +436 +12%
GAM
2314
Gemmer Asset Management
California
$819K -$7.99M -38,648 -90%
PSC
2315
Prentiss Smith & Co
Vermont
$819K – – –
ASBI
2316
American State Bank (Iowa)
Iowa
$818K +$37.2K +180 +5%
DAM
2317
Delta Asset Management
Tennessee
$818K -$8.27K -40 -1%
CCMD
2318
Cypress Capital Management (Delaware)
Delaware
$817K – – –
MPCG
2319
Matrix Private Capital Group
New York
$814K -$21.5K -104 -2%
WH
2320
Willner & Heller
California
$813K +$10.7K +52 +1%
CBT
2321
CoreFirst Bank & Trust
Kansas
$811K -$156K -756 -16%
AWM
2322
Atticus Wealth Management
Florida
$811K -$3.31K -16 -0.4%
FL
2323
Fort LP
Maryland
$810K -$469K -2,268 -36%
EFG
2324
Everhart Financial Group
Ohio
$810K +$77.9K +377 +10%
FFA
2325
Founders Financial Alliance
North Carolina
$808K -$157K -760 -16%
91 92
93
94 95