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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
2876
Cary Street Partners Asset Management
Virginia
$311K -$33K -189 -10%
CF
2877
Corrigan Financial
Rhode Island
$310K -$20.2K -116 -6%
TC
2878
Trilogy Capital
California
$310K +$302K +1,729 New
CWM
2879
Cedar Wealth Management
California
$310K – – –
WIM
2880
Warwick Investment Management
Texas
$309K +$349 +2 +0.1%
MCM
2881
Mattern Capital Management
Colorado
$308K – – –
PM
2882
Penbrook Management
New York
$305K -$2.97K -17 -1%
RLWM
2883
RF&L Wealth Management
Massachusetts
$305K +$297K +1,700 New
BCIM
2884
Bishop & Co Investment Management
Pennsylvania
$305K – – –
CCM
2885
Check Capital Management
California
$305K -$30.9K -177 -9%
CP
2886
Camelot Portfolios
Ohio
$304K -$100K -574 -25%
BMCM
2887
Burns Matteson Capital Management
New York
$303K – – –
FIC
2888
Family Investment Center
Missouri
$303K +$295K +1,690 New
CA
2889
Cortland Associates
Missouri
$303K -$59.3K -340 -17%
EHAM
2890
Eagle Harbor Asset Management
Washington
$303K -$15.4K -88 -5%
LRWA
2891
Long Run Wealth Advisors
New York
$302K +$8.03K +46 +3%
CWM
2892
Collaborative Wealth Management
Florida
$302K +$524 +3 +0.2%
PP
2893
Pegasus Partners
Wisconsin
$302K +$41.5K +238 +16%
SFP
2894
Shepherd Financial Partners
Massachusetts
$301K -$2.27K -13 -0.8%
FA
2895
Faithward Advisors
Pennsylvania
$301K +$20.8K +119 +8%
MWA
2896
Motive Wealth Advisors
Michigan
$300K +$31.1K +178 +12%
BWA
2897
Bordeaux Wealth Advisors
California
$300K +$38.6K +221 +15%
MGWM
2898
Marks Group Wealth Management
Minnesota
$300K -$11.5K -66 -4%
MF
2899
Montis Financial
Massachusetts
$300K +$349 +2 +0.1%
CWG
2900
Crown Wealth Group
North Carolina
$299K -$192K -1,101 -40%
114 115
116
117 118