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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1201
Cornerstone Wealth Group
North Carolina
$861K +$38.5K +288 +5%
SPC
1202
Sigma Planning Corp
Michigan
$858K +$579K +4,330 +213%
WA
1203
Waterford Advisors
New York
$849K +$841K +6,284 New
NGA
1204
Naples Global Advisors
Florida
$848K -$21.8K -163 -3%
KA
1205
KDT Advisors
New York
$845K – – –
TC
1206
TFR Capital
Texas
$844K +$35.2K +263 +4%
PNC
1207
Park National Corp
Ohio
$841K +$833K +6,226 New
PPW
1208
Parcion Private Wealth
Washington
$836K +$14.7K +110 +2%
JCM
1209
Jacobi Capital Management
Pennsylvania
$835K -$7.76K -58 -0.9%
AHC
1210
Adell Harriman & Carpenter
Texas
$833K -$131K -979 -14%
PCG
1211
Prosperity Consulting Group
Maryland
$833K +$105K +783 +15%
RPGK
1212
Retirement Planning Group (Kansas)
Kansas
$830K +$84.1K +629 +11%
LAM
1213
L2 Asset Management
Massachusetts
$829K +$56.4K +422 +7%
AZ
1214
Alpha Zero
Florida
$829K – – –
CIC
1215
Chase Investment Counsel
Virginia
$828K +$820K +6,131 New
TCM
1216
Traynor Capital Management
Pennsylvania
$826K +$34.5K +258 +4%
TCWM
1217
Total Clarity Wealth Management
Illinois
$823K -$10.3K -77 -1%
WIS
1218
Wright Investors Service
Connecticut
$823K +$815K +6,090 New
DADC
1219
D.A. Davidson & Co
Montana
$817K -$48.3K -361 -6%
LRWM
1220
Lord & Richards Wealth Management
Colorado
$814K +$806K +6,024 New
AIM
1221
Athena Investment Management
California
$814K +$25.7K +192 +3%
MWPCG
1222
Measured Wealth Private Client Group
New Hampshire
$811K – – –
GFP
1223
Gryphon Financial Partners
Ohio
$810K +$211K +1,574 +36%
EMB
1224
Elefante Mark B
$803K -$103K -772 -11%
OAM
1225
Ostrum Asset Management
France
$797K +$196K +1,469 +33%
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