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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
1176
FourThought Financial
Florida
$805K +$75.4K +307 +9%
BFS
1177
Bard Financial Services
Connecticut
$803K -$3.68K -15 -0.4%
W
1178
WealthStone
Ohio
$797K +$30.9K +126 +4%
RCG
1179
Ruane, Cunniff & Goldfarb
New York
$795K +$861K +3,505 New
ASC
1180
Atalanta Sosnoff Capital
New York
$794K +$196K +798 +29%
PG
1181
Patten Group
Tennessee
$793K +$39.1K +159 +5%
CSPIA
1182
Cary Street Partners Investment Advisory
Virginia
$789K -$336K -1,367 -28%
HW
1183
Hancock Whitney
Mississippi
$788K +$72K +293 +9%
SWRP
1184
Summit Wealth & Retirement Planning
California
$787K +$852K +3,470 New
BFIM
1185
Beese Fulmer Investment Management
Ohio
$786K +$356K +1,450 +72%
SAM
1186
SignalPoint Asset Management
Missouri
$785K +$26.5K +108 +3%
YIH
1187
Y-Intercept (HK)
Hong Kong
$779K -$1.88M -7,671 -69%
XWM
1188
Xcel Wealth Management
Florida
$778K +$530K +2,158 +169%
PP
1189
PDS Planning
Ohio
$775K +$80.6K +328 +11%
ACM
1190
Alta Capital Management
Utah
$773K +$491K +2,001 +142%
GAA
1191
Green Alpha Advisors
Colorado
$770K +$283K +1,152 +51%
MCM
1192
Mitchell Capital Management
Kansas
$767K -$336K -1,366 -29%
WAM
1193
WNY Asset Management
New York
$764K +$828K +3,371 New
MOS
1194
MGO One Seven
Ohio
$762K -$75.7K -308 -5%
GSIS
1195
Global Strategic Investment Solutions
Arizona
$761K – – –
MWM
1196
Meridian Wealth Management
Kentucky
$756K -$64.6K -263 -7%
HCM
1197
Hollencrest Capital Management
California
$751K -$529K -2,155 -39%
CFD
1198
Creative Financial Designs
Indiana
$751K +$24.8K +101 +3%
OIM
1199
Orca Investment Management
Oregon
$750K -$5.89K -24 -0.7%
FWM
1200
Foresight Wealth Management
Utah
$750K +$127K +519 +19%
46 47
48
49 50