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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1551
Abacus FCF Advisors
Florida
$1.61M +$1.56M +27,717 New
PIM
1552
Perpetual Investment Management
Australia
$1.61M – – –
EWM
1553
Evermay Wealth Management
Virginia
$1.61M -$108K -1,908 -6%
CASB
1554
Cape Ann Savings Bank
Massachusetts
$1.61M +$99K +1,755 +7%
BP
1555
Ballentine Partners
Massachusetts
$1.6M -$182K -3,230 -11%
ICM
1556
IMS Capital Management
Oregon
$1.59M +$61.3K +1,087 +4%
SG
1557
StoneX Group
New York
$1.59M +$121K +2,147 +9%
CCM
1558
Cutler Capital Management
Massachusetts
$1.59M +$1.54M +27,277 New
THWM
1559
Taylor Hoffman Wealth Management
Virginia
$1.58M -$32K -567 -2%
AWM
1560
Apollon Wealth Management
South Carolina
$1.58M -$398K -7,045 -21%
MMPW
1561
Mitchell McLeod Pugh & Williams
Alabama
$1.57M +$30.6K +543 +2%
CST
1562
Charles Schwab Trust
Nevada
$1.57M -$41.3K -731 -3%
JF
1563
Jump Financial
Illinois
$1.56M +$1.22M +21,697 +418%
CAG
1564
Csenge Advisory Group
Florida
$1.56M -$117K -2,072 -7%
MYIA
1565
Mount Yale Investment Advisors
Colorado
$1.56M -$133K -2,357 -8%
ACG
1566
Allen Capital Group
Nebraska
$1.55M +$154K +2,730 +11%
IFG
1567
Investors Financial Group
Minnesota
$1.55M +$538K +9,533 +56%
SWP
1568
Strategic Wealth Partners
Ohio
$1.55M -$86.7K -1,537 -5%
VWM
1569
Vigilare Wealth Management
Arizona
$1.55M -$325K -5,762 -18%
III
1570
Independent Investors Inc
New York
$1.54M – – –
AIM
1571
Acropolis Investment Management
Missouri
$1.54M +$77.5K +1,373 +5%
SC
1572
Searle & Co
Connecticut
$1.54M +$729K +12,925 +95%
HFG
1573
Heron Financial Group
New York
$1.54M +$102K +1,808 +7%
MAM
1574
Mastrapasqua Asset Management
Tennessee
$1.54M +$169K +3,000 +13%
OPS
1575
Orion Portfolio Solutions
Nebraska
$1.54M +$220K +3,902 +17%
61 62
63
64 65