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Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
1601
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$936K -$6.25K -166 -0.7%
CGL
1602
Clarius Group LLC
Washington
$935K +$219K +5,824 +33%
CIA
1603
Choate Investment Advisors
Massachusetts
$933K -$48.5K -1,286 -5%
HCM
1604
Hodges Capital Management
Texas
$925K -$99.8K -2,650 -10%
V
1605
ViaWealth
Kansas
$925K +$842K +22,354 New
IA
1606
IAM Advisory
Pennsylvania
$924K -$112K -2,985 -11%
WWMSC
1607
Wagner Wealth Management (South Carolina)
South Carolina
$923K +$132K +3,498 +18%
HCM
1608
Howland Capital Management
Massachusetts
$921K -$88.9K -2,359 -9%
SMH
1609
Sanders Morris Harris
Texas
$920K -$86.7K -2,300 -9%
SFP
1610
Sandbox Financial Partners
Maryland
$920K -$201K -5,341 -19%
SHA
1611
Seneca House Advisors
Virginia
$919K -$1.29M -34,209 -59%
CASB
1612
Cape Ann Savings Bank
Massachusetts
$919K -$1.54K -41 -0.2%
FAM
1613
Formidable Asset Management
Ohio
$918K -$59.8K -1,588 -6%
DA
1614
Detalus Advisors
Missouri
$918K -$241K -6,402 -22%
RWPA
1615
Richard W. Paul & Associates
Michigan
$918K +$878K +23,293 New
RBFC
1616
Roman Butler Fullerton & Co
Missouri
$918K +$42.4K +1,124 +5%
ZIG
1617
Zuckerman Investment Group
Illinois
$916K +$176K +4,683 +25%
BSA
1618
Bull Street Advisors
Georgia
$915K +$7.91K +210 +0.9%
MIM
1619
MTM Investment Management
South Carolina
$914K -$326K -8,650 -27%
WQ
1620
Wealth Quarterback
New Jersey
$914K +$29.6K +785 +4%
CCM
1621
Chilton Capital Management
Texas
$911K -$260K -6,911 -23%
OBWG
1622
Onyx Bridge Wealth Group
New York
$910K +$22.6K +601 +3%
CCWM
1623
Cassaday & Co Wealth Management
Virginia
$910K +$870K +23,098 New
GCM
1624
GoodHaven Capital Management
New Jersey
$908K -$11.2K -296 -1%
AO
1625
Advisor OS
Illinois
$907K +$340K +9,019 +64%
63 64
65
66 67