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Name Holding Trade Value Shares
Change 		Change in
Stake
KSB
2051
Kennebec Savings Bank
Maine
$485K -$71.6K -1,698 -12%
CIC
2052
Chase Investment Counsel
Virginia
$484K +$15.3K +363 +3%
MAMG
2053
Milestone Asset Management Group
Connecticut
$484K +$510K +12,101 New
BPC
2054
Bryce Point Capital
New York
$483K +$510K +12,079 New
QFA
2055
Quantum Financial Advisors
California
$483K -$32.9K -781 -6%
KWM
2056
Kolinsky Wealth Management
New Jersey
$481K +$31K +734 +6%
CC
2057
Cadinha & Co
Hawaii
$481K +$111K +2,638 +28%
PJSIMP
2058
P.J. Schmidt Investment Management (PJS)
Wisconsin
$480K – – –
SMWM
2059
Silvia McColl Wealth Management
California
$480K -$21.5K -510 -4%
MW
2060
Maia Wealth
Colorado
$480K +$207K +4,898 +71%
JSL
2061
JT Stratford LLC
Georgia
$479K -$37.2K -882 -7%
LSWP
2062
Liberty Square Wealth Partners
Pennsylvania
$477K +$491K +11,641 New
IGGA
2063
Iron Gate Global Advisors
Utah
$477K -$54K -1,281 -10%
WA
2064
Wealth Architects
California
$477K -$6.54K -155 -1%
CFG
2065
Carr Financial Group
Massachusetts
$476K -$62.1K -1,472 -11%
GFG
2066
Goldstone Financial Group
Illinois
$475K +$79.1K +1,876 +19%
VAG
2067
VisionPoint Advisory Group
Texas
$475K -$7.38K -175 -1%
HB
2068
HTLF Bank
Colorado
$473K -$5.78K -137 -1%
DBRC
2069
D.B. Root & Company
Pennsylvania
$473K -$59.1K -1,402 -11%
LC
2070
LCNB Corp
Ohio
$473K -$548 -13 -0.1%
PCM
2071
Perkins Capital Management
Minnesota
$472K -$84.4K -2,000 -14%
CPA
2072
Court Place Advisors
Maryland
$471K -$42.8K -1,015 -8%
BAAM
2073
Baker Avenue Asset Management
California
$471K -$25.4K -603 -5%
HCM
2074
Howland Capital Management
Massachusetts
$469K +$37K +877 +8%
IWN
2075
Independent Wealth Network
Iowa
$469K +$26.4K +627 +6%
81 82
83
84 85