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Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
2401
New England Research & Management
Illinois
$667K -$5.57K -75 -0.9%
KA
2402
KDT Advisors
New York
$666K +$83K +1,119 +15%
NCM
2403
NCM Capital Management
New Jersey
$666K -$8.31K -112 -1%
TP
2404
Thayer Partners
Pennsylvania
$664K +$640K +8,623 New
JGIA
2405
Jackson Grant Investment Advisers
Connecticut
$661K +$2.3K +31 +0.4%
WFA
2406
WJ Financial Advisors
Connecticut
$660K +$636K +8,571 New
RPWA
2407
Regent Peak Wealth Advisors
Georgia
$659K +$51.4K +693 +9%
VC
2408
Vestor Capital
Illinois
$659K +$674K +9,090 +106%
TCA
2409
Trifecta Capital Advisors
Illinois
$658K -$12.5K -169 -2%
FNBSF
2410
First National Bank Sioux Falls
South Dakota
$658K – – –
COCM
2411
Charter Oak Capital Management
New Hampshire
$658K +$51.8K +698 +9%
SPL
2412
Smart Portfolios LLC
Washington
$657K -$11.9K -160 -2%
LA
2413
Lakeside Advisors
Washington
$657K +$371 +5 +0.1%
BH
2414
Burk Holdings
Oklahoma
$657K +$69.2K +932 +12%
AWA
2415
Acorn Wealth Advisors
Michigan
$655K -$44.1K -595 -7%
SFA
2416
Souders Financial Advisors
Ohio
$655K +$6.97K +94 +1%
TCM
2417
Tran Capital Management
California
$655K – – –
MFS
2418
Madrona Financial Services
Washington
$654K +$13K +175 +2%
BWM
2419
BlackDiamond Wealth Management
New York
$653K -$42.2K -569 -7%
IA
2420
Intellus Advisors
Florida
$652K +$668 +9 +0.1%
I
2421
InceptionR
California
$652K +$628K +8,462 New
BWM
2422
BigSur Wealth Management
Florida
$652K +$71.3K +961 +13%
CA
2423
Cornerstone Advisory
Maryland
$648K -$48.7K -656 -7%
SPWG
2424
Syntegra Private Wealth Group
Missouri
$648K +$29K +391 +5%
MUMSS
2425
Mitsubishi UFJ Morgan Stanley Securities
Japan
$648K +$624K +8,406 New
95 96
97
98 99