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Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1501
Boston Financial Management
Massachusetts
$1.52M +$246K +4,871 +19%
FFA
1502
Founders Financial Alliance
North Carolina
$1.51M -$170K -3,361 -10%
CRI
1503
Colonial River Investments
Virginia
$1.51M -$147K -2,897 -9%
KIA
1504
Kraematon Investment Advisors
Massachusetts
$1.51M -$13.6K -269 -0.9%
OIA
1505
Optimum Investment Advisors
Illinois
$1.51M -$7.59K -150 -0.5%
HBT
1506
Heartland Bank & Trust
Illinois
$1.51M +$9.91K +196 +0.7%
CRIG
1507
Charter Research & Investment Group
Connecticut
$1.51M +$14.1K +278 +0.9%
ARC
1508
Advisor Resource Council
Texas
$1.51M +$414K +8,191 +38%
SSI
1509
Scott & Selber Inc
Texas
$1.5M +$1.5M +29,611 New
CCB
1510
Cutter & Co Brokerage
Missouri
$1.5M +$13.1K +258 +0.9%
SI
1511
SimpliFi Inc
California
$1.5M +$607 +12 +0%
VA
1512
Valmark Advisers
Ohio
$1.5M +$12.2K +242 +0.8%
VC
1513
Vicus Capital
Pennsylvania
$1.49M +$204K +4,029 +16%
UCB
1514
United Community Bank
South Carolina
$1.49M +$179K +3,530 +14%
SW
1515
StrongBox Wealth
Missouri
$1.49M -$771K -15,234 -34%
FCA
1516
FLC Capital Advisors
California
$1.49M +$83.9K +1,658 +6%
BA
1517
Bridgewater Advisors
New York
$1.49M -$90.6K -1,792 -6%
MYIA
1518
Mount Yale Investment Advisors
Colorado
$1.49M -$582K -11,500 -28%
EWS
1519
Evergreen Wealth Solutions
Pennsylvania
$1.49M -$22.4K -443 -1%
BS
1520
Bessemer Securities
New York
$1.49M +$475K +9,400 +47%
MCC
1521
Malaga Cove Capital
California
$1.48M +$257K +5,073 +21%
TIM
1522
Tevis Investment Management
Texas
$1.48M +$126K +2,490 +9%
B
1523
Barings
North Carolina
$1.48M -$206K -4,065 -12%
PTP
1524
Platform Technology Partners
New York
$1.47M +$26.5K +523 +2%
BHBT
1525
Burke & Herbert Bank & Trust
Virginia
$1.47M -$39.5K -780 -3%
59 60
61
62 63