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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
2476
Kapstone Financial Advisors
Ohio
$626K +$31.9K +211 +5%
NRC
2477
New Republic Capital
North Carolina
$626K -$38.4K -254 -6%
C
2478
CEDRUS
Colorado
$625K -$60.2K -398 -9%
BIA
2479
Beacon Investment Advisors
Maryland
$625K +$15.9K +105 +3%
AFO
2480
Arrowroot Family Office
California
$625K +$633K +4,187 New
PVH
2481
Psagot Value Holdings
Israel
$623K – – –
GC
2482
Guidance Capital
Kentucky
$622K +$13.8K +91 +2%
LAM
2483
Lummis Asset Management
Texas
$622K +$630K +4,167 New
GDP
2484
Great Diamond Partners
Maine
$621K -$2.42K -16 -0.4%
LCM
2485
Leisure Capital Management
California
$620K -$144K -950 -19%
SFSG
2486
Sound Financial Strategies Group
Mississippi
$619K -$237K -1,565 -27%
AWM
2487
Atticus Wealth Management
Florida
$619K -$6.96K -46 -1%
KWM
2488
Kolinsky Wealth Management
New Jersey
$618K -$45.7K -302 -7%
CPG
2489
Custom Portfolio Group
Colorado
$618K +$636K +4,208 New
JWM
2490
Janiczek Wealth Management
Colorado
$615K +$40.7K +269 +7%
CCG
2491
Coastwise Capital Group
California
$614K +$13.9K +92 +2%
PCM
2492
Pointe Capital Management
Michigan
$614K -$8.77K -58 -1%
WBCM
2493
Wilson & Boucher Capital Management
California
$612K +$151 +1 +0%
PAS
2494
Professional Advisory Services
Florida
$612K – – –
WPW
2495
Warther Private Wealth
Ohio
$611K -$346K -2,290 -36%
FDS
2496
First Dallas Securities
Texas
$611K +$419K +2,768 +209%
TCM
2497
Triumph Capital Management
Colorado
$611K +$619K +4,096 New
BCFD
2498
Boit C.F. David
$609K – – –
MFG
2499
Mainsail Financial Group
Washington
$609K +$108K +717 +20%
CWA
2500
Clarity Wealth Advisors
California
$608K +$302 +2 +0%
98 99
100
101 102