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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1151
CVA Family Office
Colorado
$656K +$54.4K +592 +10%
WDC
1152
Woodward Diversified Capital
California
$651K -$16.9K -184 -3%
MCM
1153
Maryland Capital Management
Maryland
$651K +$41.7K +453 +7%
LIA
1154
LBMC Investment Advisors
Tennessee
$647K +$184 +2 +0%
SMH
1155
Sanders Morris Harris
Texas
$646K – – –
CANY
1156
Caxton Associates (New York)
New York
$644K -$142K -1,545 -19%
FNBOH
1157
First National Bank of Hutchinson
Kansas
$642K -$240K -2,607 -29%
GF
1158
Goodman Financial
Texas
$641K -$8.09K -88 -1%
APC
1159
Aspire Private Capital
North Carolina
$641K +$21.2K +230 +4%
WCM
1160
Washington Capital Management
Washington
$640K -$368K -4,000 -38%
APP
1161
Avantax Planning Partners
Iowa
$639K -$74.1K -806 -11%
SC
1162
Searle & Co
Connecticut
$638K – – –
PFSC
1163
Peoples Financial Services Corp
Pennsylvania
$635K -$4.14K -45 -0.7%
T
1164
TOBAM
France
$634K +$211K +2,292 +57%
FMLI
1165
Fukoku Mutual Life Insurance
Japan
$631K – – –
FF
1166
FourThought Financial
Florida
$631K +$115K +1,252 +24%
DDC
1167
DF Dent & Co
Maryland
$628K +$269K +2,920 +87%
LWMM
1168
Legacy Wealth Management (Mississippi)
Mississippi
$626K +$3.96K +43 +0.7%
LDB
1169
Lee, Danner & Bass
Tennessee
$625K +$125K +1,363 +28%
BEC
1170
Blue Edge Capital
Virginia
$620K – – –
AIM
1171
Athena Investment Management
California
$620K +$573K +6,225 New
TF
1172
Tompkins Financial
New York
$618K +$389K +4,229 +217%
CWM
1173
Concentric Wealth Management
California
$616K -$14.7K -160 -3%
OWA
1174
Outlook Wealth Advisors
Texas
$616K -$3.31K -36 -0.6%
ACP
1175
Aveo Capital Partners
Colorado
$615K -$31.3K -340 -5%
45 46
47
48 49