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Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
1876
Traverso Chambers Private Wealth Management
California
$948K -$13.8K -244 -1%
OWA
1877
Outlook Wealth Advisors
Texas
$948K -$5.6K -99 -0.6%
BCM
1878
Bayesian Capital Management
New York
$948K +$962K +17,000 New
GI
1879
GAMCO Investors
Connecticut
$947K -$206K -3,644 -18%
LC
1880
LCNB Corp
Ohio
$942K -$48.1K -850 -5%
CA
1881
CGN Advisors
Kansas
$942K +$184K +3,245 +24%
MA
1882
MJP Associates
Connecticut
$940K +$191K +3,376 +25%
GA
1883
GoalVest Advisory
New York
$940K +$954K +16,863 New
CAM
1884
Covenant Asset Management
New Jersey
$939K +$22.6K +400 +2%
CST
1885
Charles Schwab Trust
Nevada
$936K -$149K -2,626 -14%
PCMM
1886
Piedmont Capital Management (Montana)
Montana
$936K -$114K -2,006 -11%
CFO
1887
CVA Family Office
Colorado
$934K +$81K +1,432 +9%
RFG
1888
Range Financial Group
Oregon
$931K +$31.9K +563 +3%
CCWA
1889
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$931K +$354K +6,258 +60%
CRI
1890
Colonial River Investments
Virginia
$929K +$281K +4,965 +42%
EWA
1891
Encompass Wealth Advisors
Oregon
$928K +$10.1K +179 +1%
BC
1892
Bowman & Company
Wisconsin
$927K +$140K +2,467 +17%
QT
1893
Quantamental Technologies
New York
$924K +$938K +16,570 New
DTL
1894
Dynamic Technology Lab
Singapore
$921K +$934K +16,510 New
HCMG
1895
Howard Capital Management Group
California
$919K – – –
PWM
1896
Palumbo Wealth Management
New York
$919K +$24.4K +431 +3%
MCA
1897
Martin Capital Advisors
Texas
$919K +$39.6K +700 +4%
AO
1898
Advisor OS
Illinois
$918K +$6.34K +112 +0.7%
APG
1899
Abacus Planning Group
South Carolina
$918K +$17.6K +311 +2%
CP
1900
Covenant Partners
Tennessee
$916K -$139K -2,455 -13%
74 75
76
77 78