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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1326
Leisure Capital Management
California
$36.4M -$378K -1,451 -1%
MCC
1327
Money Concepts Capital
Florida
$36.3M +$337K +1,294 +0.9%
LPAM
1328
Lodestar Private Asset Management
California
$36.3M -$238K -916 -0.6%
KJWM
1329
Kiley Juergens Wealth Management
Washington
$36.2M -$148K -568 -0.4%
SFG
1330
SageGuard Financial Group
Tennessee
$36.2M -$587K -2,255 -2%
SMC
1331
Smith, Moore & Co
Missouri
$36.2M -$606K -2,329 -2%
EFA
1332
Evernest Financial Advisors
Indiana
$36.2M +$25.8K +99 +0.1%
FWI
1333
Facet Wealth Inc
Maryland
$36.1M -$3.14M -12,061 -8%
GIP
1334
Greatmark Investment Partners
Georgia
$36.1M -$66.4K -255 -0.2%
CFA
1335
Capstone Financial Advisors
Illinois
$36M -$771K -2,963 -2%
MCM
1336
Mengis Capital Management
Oregon
$36M -$18K -69 -0%
OWA
1337
One Wealth Advisors
California
$35.9M -$2.06M -7,899 -5%
TIA
1338
Traphagen Investment Advisors
New Jersey
$35.9M +$752K +2,890 +2%
EFG
1339
Everhart Financial Group
Ohio
$35.8M +$4.46M +17,149 +14%
SBFM
1340
S-Bank Fund Management
Finland
$35.8M -$6.72M -25,828 -15%
GCA
1341
Greenwood Capital Associates
South Carolina
$35.8M -$1.55M -5,937 -4%
DAS
1342
Diversify Advisory Services
Utah
$35.7M -$57.9M -222,356 -63%
RCP
1343
Rothschild Capital Partners
New York
$35.7M -$1.37M -5,269 -4%
CA
1344
Callahan Advisors
Texas
$35.7M -$200K -769 -0.5%
PIP
1345
Peachtree Investment Partners
Florida
$35.6M -$877K -3,368 -2%
SAM
1346
Stembrook Asset Management
New Jersey
$35.5M – – –
TAS
1347
TIFF Advisory Services
Pennsylvania
$35.5M -$8.93M -34,306 -20%
LA
1348
LVW Advisors
New York
$35.4M -$280K -1,075 -0.8%
JA
1349
JLB & Associates
Michigan
$35.4M -$1.3M -5,005 -3%
MA
1350
MJP Associates
Connecticut
$35.4M -$2.04M -7,848 -5%
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