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Name Holding Trade Value Shares
Change 		Change in
Stake
BS
6026
Brighton Securities
New York
$253K -$34.1K -127 -12%
PCM
6027
Peirce Capital Management
Texas
$253K -$19.1K -71 -7%
CWM
6028
Capstone Wealth Management
Montana
$252K +$248K +925 New
RWA
6029
Redmont Wealth Advisors
Illinois
$248K – – –
EWM
6030
Evergreen Wealth Management
Michigan
$247K -$1.61K -6 -0.7%
MFN
6031
Midwest Financial Network
Illinois
$246K -$2.69K -10 -1%
CCM
6032
Causeway Capital Management
California
$244K -$7.79K -29 -3%
CCC
6033
Chesapeake Capital Corp
Florida
$244K +$241K +898 New
SL
6034
SWF LLC
Nebraska
$243K – – –
RCG
6035
Ruane, Cunniff & Goldfarb
New York
$242K – – –
CFG
6036
Cassilly Financial Group
Maryland
$242K +$239K +890 New
SFP
6037
Sherwood Financial Partners
California
$240K – – –
NDWM
6038
New Dimensions Wealth Management
Texas
$235K -$3.49K -13 -1%
OAG
6039
Oakmont Advisory Group
New Mexico
$234K +$231K +862 New
FWSM
6040
First Wilshire Securities Management
California
$234K -$268 -1 -0.1%
LPP
6041
Life Planning Partners
Florida
$233K – – –
SFA
6042
Spectrum Financial Alliance
Kentucky
$233K -$20.4K -76 -8%
RCM
6043
Richardson Capital Management
Wisconsin
$233K – – –
PPWM
6044
Perissos Private Wealth Management
Oklahoma
$225K +$1.61K +6 +0.7%
ASW
6045
Astoria Strategic Wealth
Texas
$223K -$17.7K -66 -7%
RSEWM
6046
River's Edge Wealth Management
Pennsylvania
$223K +$234K +871 New
BCA
6047
Bayshore Capital Advisors
Florida
$222K +$219K +815 New
FW
6048
Fidato Wealth
Ohio
$221K – – –
ICA
6049
Infrastructure Capital Advisors
New York
$220K +$218K +811 New
FWP
6050
Family Wealth Partners
North Carolina
$218K +$216K +803 New
240 241
242
243 244