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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
2501
Magnus Financial Group
New York
$528K +$15.5K +86 +3%
HCM
2502
HM Capital Management
Missouri
$528K +$17.3K +96 +3%
CHP
2503
Cable Hill Partners
Oregon
$528K +$328K +1,823 +154%
DACG
2504
Donor Advised Charitable Giving
California
$527K – – –
PCG
2505
Private Capital Group
Connecticut
$525K -$12.1K -67 -2%
WFAG
2506
Wescott Financial Advisory Group
Pennsylvania
$523K -$74.6K -415 -12%
PP
2507
Peconic Partners
New York
$522K +$145K +805 +37%
AIM
2508
Avity Investment Management
Connecticut
$521K -$8.99K -50 -2%
APWA
2509
Atlas Private Wealth Advisors
New Jersey
$520K +$67.4K +375 +15%
SFPG
2510
Stonebridge Financial Planning Group
Florida
$520K +$289K +1,609 +133%
CMO
2511
Covenant Multifamily Offices
Texas
$519K +$257K +1,429 +94%
FPCP
2512
Fort Point Capital Partners
California
$518K +$18K +100 +4%
KFA
2513
Krane Funds Advisors
New York
$517K +$529K +2,940 New
BWM
2514
Biltmore Wealth Management
Arizona
$513K +$23.4K +130 +5%
WFMPM
2515
Woodley Farra Manion Portfolio Management
Indiana
$512K -$32K -178 -6%
TWM
2516
Titus Wealth Management
California
$510K -$8.81K -49 -2%
RIM
2517
Rockbridge Investment Management
New York
$510K -$719 -4 -0.1%
SWM
2518
Sugarloaf Wealth Management
Georgia
$510K – – –
ECAM
2519
East Coast Asset Management
Massachusetts
$508K -$36K -200 -6%
KOMWMG
2520
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$505K +$37.8K +210 +8%
CG
2521
Corundum Group
Colorado
$504K +$33.6K +187 +7%
GFP
2522
Gryphon Financial Partners
Ohio
$504K +$49.8K +277 +9%
ME
2523
McIlrath & Eck
Washington
$503K +$31.5K +175 +7%
RPA
2524
Rock Point Advisors
Vermont
$502K – – –
AP
2525
Atwood & Palmer
Missouri
$502K +$17.8K +99 +4%
99 100
101
102 103