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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1926
Summitry LLC
California
$612K -$174K -1,623 -21%
1IA
1927
1620 Investment Advisors
Massachusetts
$610K -$6.13K -57 -0.9%
JIR
1928
James Investment Research
Ohio
$609K +$7.09K +66 +1%
LA
1929
Lifeworks Advisors
Michigan
$609K +$56.1K +522 +9%
CVM
1930
Cheviot Value Management
California
$606K -$198K -1,843 -22%
TWP
1931
Tyche Wealth Partners
Texas
$605K +$65.3K +608 +11%
TPI
1932
Trust Point Inc
Wisconsin
$604K -$187K -1,738 -22%
PCA
1933
Peddock Capital Advisors
Massachusetts
$604K – – –
RWB
1934
RMR Wealth Builders
New Jersey
$603K -$134K -1,251 -17%
OWA
1935
Opal Wealth Advisors
New York
$602K -$267K -2,484 -29%
WCF
1936
West Coast Financial
California
$602K -$9.89K -92 -1%
AWA
1937
Amplius Wealth Advisors
Pennsylvania
$599K -$96.8K -901 -13%
LSPW
1938
Lake Street Private Wealth
Illinois
$599K -$26.1K -243 -4%
JPLA
1939
Joseph P. Lucia & Associates
New York
$599K -$103K -957 -14%
CPA
1940
Capital Performance Advisors
California
$595K +$448K +4,167 +223%
AIM
1941
Alhambra Investment Management
Florida
$595K +$22.1K +206 +4%
BIG
1942
Brookwood Investment Group
Arizona
$595K +$648K +6,027 New
NFG
1943
Nadler Financial Group
Illinois
$594K +$42.3K +394 +7%
GJIA
1944
Glass Jacobson Investment Advisors
Maryland
$594K – – –
WI
1945
WrapManager Inc
California
$594K -$29.4K -274 -4%
SI
1946
Seeds Investor
New York
$593K +$55.3K +515 +9%
MGWM
1947
Marks Group Wealth Management
Minnesota
$593K -$14K -130 -2%
LA
1948
LVW Advisors
New York
$593K +$57.5K +535 +10%
MCM
1949
Morton Capital Management
California
$593K +$20.5K +191 +3%
CC
1950
Callan Capital
California
$592K -$8.28K -77 -1%
76 77
78
79 80