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Name Holding Trade Value Shares
Change 		Change in
Stake
BCFD
2326
Boit C.F. David
$718K – – –
KC
2327
Kenfarb & Co
Kentucky
$718K – – –
MCCA
2328
Mill Creek Capital Advisors
Pennsylvania
$717K +$697K +3,993 New
OWA
2329
Octavia Wealth Advisors
Ohio
$716K -$43.5K -249 -6%
CWM
2330
Castle Wealth Management
Florida
$716K +$11.3K +65 +2%
LGA
2331
Lebenthal Global Advisors
New York
$715K +$695K +3,985 New
GA
2332
Gateway Advisory
New Jersey
$715K -$1.4K -8 -0.2%
JFA
2333
JNBA Financial Advisors
Minnesota
$714K -$89.9K -515 -11%
SFG
2334
Sovereign Financial Group
Connecticut
$710K +$254K +1,455 +58%
DWM
2335
Dorchester Wealth Management
Quebec, Canada
$709K -$17.5K -100 -2%
PPWM
2336
Paragon Private Wealth Management
Kentucky
$708K +$112K +640 +19%
GG
2337
Golden Green
South Carolina
$708K -$186K -1,064 -21%
AW
2338
Avion Wealth
Texas
$708K – – –
DAM
2339
Derbend Asset Management
Georgia
$706K -$43.3K -248 -6%
CIA
2340
Cladis Investment Advisory
Montana
$706K -$34.9K -200 -5%
RLIM
2341
Red Lighthouse Investment Management
New York
$706K +$687K +3,935 New
PCM
2342
Perritt Capital Management
Illinois
$706K -$112K -640 -14%
HCA
2343
Horan Capital Advisors
Ohio
$705K – – –
EWM
2344
Elite Wealth Management
Washington
$705K +$10.6K +61 +2%
RCM
2345
Requisite Capital Management
Texas
$704K +$56K +321 +9%
BFM
2346
Boothbay Fund Management
New York
$704K -$640K -3,670 -48%
EWA
2347
Encompass Wealth Advisors
Oregon
$704K -$1.92K -11 -0.3%
KCFA
2348
Key Client Fiduciary Advisors
New Jersey
$704K +$684K +3,921 New
WIC
2349
WealthBridge Investment Counsel
Alberta, Canada
$700K +$681K +3,900 New
OFG
2350
Oxford Financial Group
Indiana
$699K +$90.7K +520 +15%
92 93
94
95 96