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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
4051
Scharf Investments
California
$2.8M +$108K +536 +4%
RC
4052
Rexford Capital
Texas
$2.8M +$2.76M +13,668 New
CFO
4053
Capitol Family Office
Oregon
$2.8M +$303K +1,500 +12%
WCM
4054
Wallace Capital Management
Texas
$2.8M -$656K -3,250 -19%
CWM
4055
Chicago Wealth Management
Illinois
$2.79M -$53.7K -266 -2%
OTL
4056
Oak Thistle LLC
New York
$2.78M +$2.74M +13,573 New
CWMGP
4057
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.78M -$252K -1,248 -8%
GFG
4058
Grantvest Financial Group
New Jersey
$2.78M -$44.4K -220 -2%
NIP
4059
Nicholas Investment Partners
California
$2.78M -$1.69M -8,383 -38%
FCCM
4060
First City Capital Management
Georgia
$2.78M -$648K -3,208 -19%
FPWM
4061
FSB Premier Wealth Management
Iowa
$2.78M +$27.1K +134 +1%
BDFN
4062
Bond & Devick Financial Network
Minnesota
$2.78M – – –
KAM
4063
KEB Asset Management
Illinois
$2.78M -$30.7K -152 -1%
SPW
4064
Sonoma Private Wealth
California
$2.77M -$11.9K -59 -0.4%
SCM
4065
Sollinda Capital Management
Florida
$2.77M -$204K -1,012 -7%
STA
4066
Smith Thornton Advisors
Alabama
$2.77M +$349K +1,729 +15%
SCM
4067
Sage Capital Management
New Jersey
$2.77M +$2.22K +11 +0.1%
FWP
4068
Forefront Wealth Partners
Texas
$2.77M +$26.5K +131 +1%
OPOWM
4069
One Plus One Wealth Management
Florida
$2.77M +$88.3K +437 +3%
FAM
4070
Fenimore Asset Management
New York
$2.77M – – –
TF
4071
TLWM Financial
Texas
$2.76M +$5.86K +29 +0.2%
CAG
4072
Compass Advisory Group
New York
$2.76M +$874K +4,329 +47%
CFO
4073
Colony Family Offices
North Carolina
$2.76M – – –
CTWM
4074
Cherry Tree Wealth Management
Minnesota
$2.76M -$67K -332 -2%
SCA
4075
Strathmore Capital Advisors
North Carolina
$2.76M +$2.64M +13,061 New
161 162
163
164 165