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Name Holding Trade Value Shares
Change 		Change in
Stake
BRCA
2476
Birch Run Capital Advisors
Texas
$627K – – –
CFO
2477
Colony Family Offices
North Carolina
$627K +$627K +3,400 New
FCCM
2478
First City Capital Management
Georgia
$624K +$369 +2 +0.1%
LC
2479
Lavaca Capital
Texas
$622K -$140K -761 -18%
HR
2480
Howe & Rusling
New York
$621K -$9.4K -51 -1%
AC
2481
Avenir Corporation
Virginia
$621K +$64.2K +348 +12%
TCMP
2482
Thrive Capital Management (Pennsylvania)
Pennsylvania
$619K +$213K +1,153 +52%
BCM
2483
Brookmont Capital Management
Texas
$618K -$13.8K -75 -2%
MG
2484
Mather Group
Illinois
$618K +$61.2K +332 +11%
AWM
2485
Accel Wealth Management
Iowa
$615K -$13.5K -73 -2%
WFAG
2486
Wescott Financial Advisory Group
Pennsylvania
$615K +$78.6K +426 +15%
MHR
2487
Matthew Hamilton Rosenberg
$613K +$5.72K +31 +0.9%
CG
2488
CFO4Life Group
Texas
$613K +$55.1K +299 +10%
EWA
2489
Encompass Wealth Advisors
Oregon
$611K +$92.2K +500 +18%
ACM
2490
Alethea Capital Management
Washington
$609K – – –
SEP
2491
Southland Equity Partners
Missouri
$607K +$83.4K +452 +16%
CP
2492
Covenant Partners
Tennessee
$606K -$195K -1,057 -24%
ACM
2493
AlphaStar Capital Management
North Carolina
$606K +$44.4K +241 +8%
SIS
2494
Sound Income Strategies
Florida
$606K +$210K +1,137 +53%
TCM
2495
Traynor Capital Management
Pennsylvania
$602K +$41.3K +224 +7%
IFAM
2496
Institutional & Family Asset Management
Colorado
$601K +$42K +228 +8%
JGUA
2497
John G. Ullman & Associates
New York
$600K -$8.3K -45 -1%
BAM
2498
Bellevue Asset Management
Washington
$600K +$19.5K +106 +3%
VAS
2499
Valicenti Advisory Services
New York
$599K +$18.4K +100 +3%
RWA
2500
RGT Wealth Advisors
Texas
$598K -$24K -130 -4%
98 99
100
101 102