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Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
1401
Silvia McColl Wealth Management
California
$426K – – –
CCM
1402
Canal Capital Management
Virginia
$426K +$1.95K +19 +0.5%
TF
1403
Trek Financial
Arizona
$426K -$8.83M -85,897 -95%
CPA
1404
Capital Planning Advisors
California
$425K +$1.85K +18 +0.4%
OFS
1405
OneAscent Financial Services
Alabama
$425K +$135K +1,318 +47%
9WM
1406
9258 Wealth Management
Ohio
$425K -$5.34K -52 -1%
NCM
1407
Neumann Capital Management
California
$424K – – –
PTC
1408
Petrus Trust Company
Texas
$423K -$362K -3,521 -46%
CF
1409
Centaurus Financial
California
$422K – – –
OAM
1410
Occidental Asset Management
California
$422K – – –
VCP
1411
Verus Capital Partners
Arizona
$422K – – –
ST
1412
Sageworth Trust
Pennsylvania
$422K – – –
CA
1413
Clearstead Advisors
Ohio
$421K -$17.2K -167 -4%
GGS
1414
Galvin Gaustad & Stein
Arizona
$420K -$23.4K -228 -5%
MCCP
1415
Mission Creek Capital Partners
California
$420K -$32.8K -319 -7%
WDA
1416
Wendell David Associates
New Hampshire
$420K – – –
VC
1417
Veracity Capital
Georgia
$420K -$4.62K -45 -1%
CG
1418
Cutler Group
California
$417K +$213K +2,074 +106%
SMA
1419
Sage Mountain Advisors
Georgia
$417K +$14.2K +138 +4%
CCA
1420
Cobblestone Capital Advisors
New York
$416K -$20.6K -200 -5%
SFS
1421
Stiles Financial Services
Minnesota
$415K -$26.5K -258 -6%
BWM
1422
Baron Wealth Management
Michigan
$415K +$33K +321 +9%
CCA
1423
Cadent Capital Advisors
Oklahoma
$414K +$27.4K +267 +7%
LCS
1424
Levin Capital Strategies
New York
$414K – – –
GCM
1425
Glaxis Capital Management
Florida
$414K +$411K +4,000 New
55 56
57
58 59