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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2051
Vivaldi Capital Management
Illinois
$743K +$24.3K +394 +3%
CA
2052
CWC Advisors
Oregon
$742K +$128K +2,078 +21%
CAMV
2053
Concord Asset Management (Virginia)
Virginia
$741K +$820K +13,325 New
GITFIT
2054
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$741K -$30.8K -500 -4%
YIM
2055
Yoffe Investment Management
Pennsylvania
$738K +$123 +2 +0%
BFWA
2056
Benchmark Financial Wealth Advisors
Florida
$734K +$97.6K +1,585 +15%
CRC
2057
Curi RMB Capital
Illinois
$734K -$391K -6,358 -35%
CCFM
2058
Clear Creek Financial Management
Washington
$728K +$197K +3,203 +37%
MAM
2059
Madison Asset Management
Wisconsin
$728K – – –
WG
2060
Wealth Group
North Carolina
$727K +$17.8K +289 +3%
WF
2061
Wayfinding Financial
Washington
$726K +$29.6K +480 +4%
FCFC
2062
First Commonwealth Financial Corp
Pennsylvania
$724K -$30.8K -500 -4%
PH
2063
Pinnacle Holdings
Oklahoma
$722K -$62.2K -1,011 -8%
PGIM
2064
Pacific Global Investment Management
California
$721K -$55.5K -902 -7%
HNWAG
2065
High Net Worth Advisory Group
Florida
$719K – – –
DBRC
2066
D.B. Root & Company
Pennsylvania
$716K -$123 -2 -0%
MWA
2067
Meridian Wealth Advisors
Texas
$716K +$493 +8 +0.1%
NFC
2068
Northstar Financial Companies
Pennsylvania
$715K -$13.5K -220 -2%
WC
2069
Whitney & Co
New York
$714K -$73.9K -1,200 -9%
WMA
2070
Wealth Management Associates
New Jersey
$713K +$185 +3 +0%
MA
2071
MBA Advisors
Pennsylvania
$712K -$677 -11 -0.1%
WA
2072
Waddell & Associates
Tennessee
$711K +$3.51K +57 +0.5%
HWA
2073
HMV Wealth Advisors
Louisiana
$710K – – –
APG
2074
Abacus Planning Group
South Carolina
$709K +$60.9K +989 +9%
CFS
2075
CRA Financial Services
New Jersey
$708K +$12.3K +200 +2%
81 82
83
84 85