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Name Holding Trade Value Shares
Change 		Change in
Stake
YLHM
2076
Yelin Lapidot Holdings Management
Israel
$739K +$740K +13,720 New
BBA
2077
Baader Bank Aktiengesellschaft
Germany
$739K +$93K +1,724 +14%
AF
2078
Apexium Financial
Texas
$737K -$24.5K -454 -3%
JWM
2079
Jessup Wealth Management
Ohio
$736K +$5.23K +97 +0.7%
ESCM
2080
Echo Street Capital Management
New York
$735K +$738K +13,673 New
CWA
2081
Clarity Wealth Advisors
California
$735K +$54 +1 +0%
PCMC
2082
Paragon Capital Management (Colorado)
Colorado
$734K +$1.83K +34 +0.2%
MIM
2083
Morningstar Investment Management
Illinois
$733K – – –
NAMM
2084
NorthStar Asset Management (Massachusetts)
Massachusetts
$732K -$21.6K -400 -3%
CPA
2085
Capital Planning Advisors
California
$732K -$45.9K -850 -6%
CFO
2086
Callan Family Office
Pennsylvania
$731K -$327K -6,065 -31%
RPGK
2087
Retirement Planning Group (Kansas)
Kansas
$728K +$2.75K +51 +0.4%
AWS
2088
Aspen Wealth Strategies
Colorado
$723K +$540 +10 +0.1%
CAM
2089
Chesapeake Asset Management
New York
$722K +$97.3K +1,803 +15%
EWA
2090
EverSource Wealth Advisors
Alabama
$722K +$58.7K +1,088 +9%
SIG
2091
Sargent Investment Group
Maryland
$722K +$38.5K +713 +6%
WF
2092
Wayfinding Financial
Washington
$719K +$21.1K +392 +3%
FG
2093
Foster Group
Iowa
$716K -$108 -2 -0%
MS
2094
Maven Securities
Jersey
$714K -$1.19M -22,039 -62%
RWMG
2095
Redwood Wealth Management Group
New Jersey
$713K -$4.53K -84 -0.6%
MMM
2096
Mendel Money Management
Illinois
$712K +$53.3K +988 +8%
VC
2097
Veracity Capital
Georgia
$710K +$8.31K +154 +1%
RZH
2098
Relyea Zuckerberg Hanson
Connecticut
$708K -$32.8K -607 -4%
PWMG
2099
Provence Wealth Management Group
California
$708K +$34.8K +645 +5%
EA
2100
Eudaimonia Advisors
Tennessee
$707K -$24.2K -448 -3%
82 83
84
85 86