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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2376
Monument Capital Management
Virginia
$854K -$156K -1,025 -15%
JGC
2377
J. Goldman & Co
New York
$853K +$853K +5,600 New
IWA
2378
Invera Wealth Advisors
Oregon
$853K – – –
W
2379
WorthPointe
California
$852K +$47.2K +310 +6%
ACM
2380
Alessandra Capital Management
California
$852K +$851K +5,587 New
MM
2381
MQS Management
New York
$851K -$31.7K -208 -4%
CL
2382
COWA LLC
Oklahoma
$850K +$68.8K +452 +9%
BIAS
2383
Beacon Investment Advisory Services
New Jersey
$850K -$467K -3,063 -35%
EIA
2384
Edgemoor Investment Advisors
Maryland
$850K -$98.7K -648 -10%
CA
2385
Cornerstone Advisory
Maryland
$849K -$55.3K -363 -6%
SFP
2386
Shepherd Financial Partners
Massachusetts
$847K +$86.7K +569 +11%
DBRC
2387
D.B. Root & Company
Pennsylvania
$846K +$8.68K +57 +1%
RIM
2388
Redwood Investment Management
Arizona
$846K -$1.79M -11,771 -68%
MCWA
2389
Meadow Creek Wealth Advisors
Georgia
$846K -$305 -2 -0%
BWM
2390
Baron Wealth Management
Michigan
$846K -$22.8K -150 -3%
CA
2391
Claro Advisors
Massachusetts
$846K +$914 +6 +0.1%
TFA
2392
Teamwork Financial Advisors
Texas
$844K +$349K +2,293 +71%
IWC
2393
Infinity Wealth Counsel
Ohio
$842K +$842K +5,527 New
VCP
2394
Vista Capital Partners
Oregon
$842K -$115K -756 -12%
FGC
2395
First Growth Capital
Maryland
$841K +$689K +4,527 New
SIC
2396
Samalin Investment Counsel
New York
$841K -$49.2K -323 -6%
PF
2397
Penney Financial
Texas
$839K – – –
WCM
2398
Winthrop Capital Management
Indiana
$839K -$84.7K -556 -9%
EFA
2399
Evernest Financial Advisors
Indiana
$838K -$58.6K -385 -8%
CBT
2400
Central Bank & Trust
Kentucky
$837K -$75.5K -496 -8%
94 95
96
97 98