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Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
2301
Moisand Fitzgerald Tamayo
Florida
$34K -$18.3K -400 -34%
HS
2302
Horan Securities
United States
$33K +$30.3K +663 +663%
JAM
2303
JCIC Asset Management
Ontario, Canada
$31K – – –
EIM
2304
Essex Investment Management
Massachusetts
$29K +$31.1K +679 New
CAM
2305
Close Asset Management
United Kingdom
$28K -$11.3M -247,240 -100%
LPC
2306
Loeb Partners Corp
New York
$28K -$238K -5,200 -89%
APSP
2307
Asset Planning Services (Pennsylvania)
Pennsylvania
$28K – – –
BAMG
2308
Brand Asset Management Group
Missouri
$27K – – –
CJA
2309
C-J Advisory
California
$27K +$46 +1 +0.2%
IF
2310
Ironwood Financial
Arizona
$26K – – –
PFC
2311
Phocas Financial Corp
California
$26K +$27.5K +600 New
CFN
2312
Cordasco Financial Network
Florida
$24K -$79.8K -1,743 -76%
NCM
2313
Next Capital Management
New York
$23K +$23.9K +522 New
LGWM
2314
Litman Gregory Wealth Management
California
$22K +$22.9K +500 New
LFG
2315
Larson Financial Group
Missouri
$22K +$23.6K +516 New
EWM
2316
Elmwood Wealth Management
California
$17K – – –
STB
2317
S&T Bank
Pennsylvania
$17K +$18.3K +401 New
UOTTAIMCU
2318
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$16K +$16.9K +369 New
AWMF
2319
Arbor Wealth Management (Florida)
Florida
$16K +$17.1K +373 New
DPA
2320
Delphi Private Advisors
California
$14K – – –
PSC
2321
Piper Sandler & Co
Minnesota
$14K +$14.5K +316 New
AWM
2322
Avondale Wealth Management
Texas
$13K – – –
SCA
2323
Stuart Chaussee & Associates
California
$13K – – –
BRC
2324
Bell Rock Capital
Delaware
$12K -$35.8K -783 -75%
RFWA
2325
RPg Family Wealth Advisory
Massachusetts
$11.1K – – –
91 92
93
94 95