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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1726
Centerpoint Advisors
Massachusetts
$739K -$38.9K -685 -5%
TA
1727
TCG Advisors
Texas
$738K +$745K +13,123 New
RA
1728
RFG Advisory
Alabama
$737K -$491K -8,648 -40%
FCAG
1729
First Capital Advisors Group
New Jersey
$734K +$24K +423 +3%
AWA
1730
AmeriServ Wealth Advisors
Pennsylvania
$732K +$50.7K +893 +7%
RBC
1731
Roble Belko & Company
Pennsylvania
$729K +$642K +11,323 +690%
FIB
1732
First Interstate Bank
Montana
$725K -$141K -2,483 -16%
MLFP
1733
MPS Loria Financial Planners
Illinois
$721K -$17.1K -302 -2%
AIM
1734
Advantage Investment Management
Iowa
$720K +$43.2K +761 +6%
OWD
1735
Osborn Williams & Donohoe
Ohio
$720K +$119K +2,100 +20%
BC
1736
Banced Corp
Illinois
$720K +$452K +7,963 +164%
JT
1737
Jump Trading
Illinois
$718K -$240K -4,224 -25%
VFPI
1738
Vantage Financial Partners (Illinois)
Illinois
$718K -$148K -2,600 -17%
BC
1739
Brookfield Corp
Ontario, Canada
$717K – – –
PSG
1740
Planning Solutions Group
Maryland
$710K +$716K +12,624 New
MCWS
1741
McKinley Carter Wealth Services
West Virginia
$709K -$5.22K -92 -0.7%
TIA
1742
Tiemann Investment Advisors
California
$708K +$28.8K +508 +4%
LIA
1743
LBMC Investment Advisors
Tennessee
$707K +$91.7K +1,616 +15%
FA
1744
Fagan Associates
New York
$706K +$57 +1 +0%
TC
1745
Trilogy Capital
California
$704K -$272K -4,793 -28%
SAM
1746
Summit Asset Management
Tennessee
$700K +$29.2K +515 +4%
LMAM
1747
Legg Mason Asset Management
Japan
$698K -$261K -4,600 -27%
SAM
1748
Security Asset Management
New York
$694K – – –
AAM
1749
Arabesque Asset Management
United Kingdom
$694K +$700K +12,338 New
CCM
1750
Cribstone Capital Management
Maine
$691K -$397 -7 -0.1%
68 69
70
71 72