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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1576
Bristlecone Advisors
Washington
$519K – – –
TCMP
1577
Thrive Capital Management (Pennsylvania)
Pennsylvania
$517K +$69.8K +592 +20%
LF
1578
LifePlan Financial
Minnesota
$515K +$412K +3,492 New
CAM
1579
Concorde Asset Management
Michigan
$515K -$97.5K -827 -19%
MCCA
1580
Mill Creek Capital Advisors
Pennsylvania
$513K -$109K -922 -21%
JSL
1581
JT Stratford LLC
Georgia
$512K +$134K +1,138 +49%
AFM
1582
Abbot Financial Management
Massachusetts
$511K +$28.5K +242 +8%
ACM
1583
Alamar Capital Management
California
$508K – – –
MCC
1584
Money Concepts Capital
Florida
$507K -$28.1K -238 -6%
SAF
1585
Smith Anglin Financial
Texas
$503K +$1.53K +13 +0.4%
WF
1586
Wayfinding Financial
Washington
$503K +$11.7K +99 +3%
HRC
1587
Hoertkorn Richard Charles
$501K – – –
AWM
1588
Aviso Wealth Management
Washington
$501K +$401K +3,399 New
ESB
1589
Essex Savings Bank
Connecticut
$499K +$64.1K +544 +19%
T
1590
TOBAM
France
$497K +$110K +937 +39%
GCA
1591
Genesee Capital Advisors
New York
$497K +$165K +1,400 +71%
AF
1592
Alerus Financial
North Dakota
$493K -$53.9K -457 -12%
HI
1593
Hudock Inc
Pennsylvania
$490K -$3.42K -29 -0.9%
CAI
1594
Capital Advisors Inc
Oklahoma
$489K +$6.13K +52 +2%
EA
1595
Everpar Advisors
Oklahoma
$489K +$391K +3,314 New
WKSWA
1596
White Knight Strategic Wealth Advisors
New Jersey
$488K +$1.77K +15 +0.5%
CCA
1597
Cobblestone Capital Advisors
New York
$487K – – –
JCM
1598
Jacobsen Capital Management
Utah
$486K +$35.7K +303 +10%
MTC
1599
McDaniel Terry & Co
Texas
$485K -$580K -4,920 -60%
RI
1600
Redwood Investments
Massachusetts
$485K +$2.59K +22 +0.7%
62 63
64
65 66