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Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
1926
James Investment Research
Ohio
$609K +$7.09K +66 +1%
LA
1927
Lifeworks Advisors
Michigan
$609K +$56.1K +522 +9%
CVM
1928
Cheviot Value Management
California
$606K -$198K -1,843 -22%
TWP
1929
Tyche Wealth Partners
Texas
$605K +$65.3K +608 +11%
TPI
1930
Trust Point Inc
Wisconsin
$604K -$187K -1,738 -22%
PCA
1931
Peddock Capital Advisors
Massachusetts
$604K – – –
RWB
1932
RMR Wealth Builders
New Jersey
$603K -$134K -1,251 -17%
OWA
1933
Opal Wealth Advisors
New York
$602K -$267K -2,484 -29%
WCF
1934
West Coast Financial
California
$602K -$9.89K -92 -1%
AWA
1935
Amplius Wealth Advisors
Pennsylvania
$599K -$96.8K -901 -13%
LSPW
1936
Lake Street Private Wealth
Illinois
$599K -$26.1K -243 -4%
JPLA
1937
Joseph P. Lucia & Associates
New York
$599K -$103K -957 -14%
CPA
1938
Capital Performance Advisors
California
$595K +$448K +4,167 +223%
AIM
1939
Alhambra Investment Management
Florida
$595K +$22.1K +206 +4%
BIG
1940
Brookwood Investment Group
Arizona
$595K +$648K +6,027 New
NFG
1941
Nadler Financial Group
Illinois
$594K +$42.3K +394 +7%
GJIA
1942
Glass Jacobson Investment Advisors
Maryland
$594K – – –
WI
1943
WrapManager Inc
California
$594K -$29.4K -274 -4%
SI
1944
Seeds Investor
New York
$593K +$55.3K +515 +9%
MGWM
1945
Marks Group Wealth Management
Minnesota
$593K -$14K -130 -2%
LA
1946
LVW Advisors
New York
$593K +$57.5K +535 +10%
MCM
1947
Morton Capital Management
California
$593K +$20.5K +191 +3%
CC
1948
Callan Capital
California
$592K -$8.28K -77 -1%
AF
1949
Apollon Financial
South Carolina
$592K +$6.66K +62 +1%
FWMM
1950
Foundation Wealth Management (Missouri)
Missouri
$591K +$177K +1,644 +38%
76 77
78
79 80