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Name Holding Trade Value Shares
Change 		Change in
Stake
YIM
2201
Yoffe Investment Management
Pennsylvania
$484K +$457K +4,347 New
MAWA
2202
Moss Adams Wealth Advisors
Washington
$483K +$8.82K +84 +2%
RCWM
2203
Royal Capital Wealth Management
Indiana
$483K – – –
BB
2204
Burford Brothers
Texas
$483K -$5.25K -50 -1%
DWM
2205
David Wealth Management
Virginia
$483K +$455K +4,334 New
FA
2206
Fortis Advisors
Pennsylvania
$481K – – –
MLFP
2207
MPS Loria Financial Planners
Illinois
$479K +$1.05K +10 +0.2%
IA
2208
IFG Advisory
Georgia
$478K +$451K +4,293 New
FFC
2209
First Financial Corp
Indiana
$477K – – –
FMN
2210
Financial Management Network
California
$476K -$26.6K -253 -6%
RL
2211
Rogco LP
Oklahoma
$475K -$9.56K -91 -2%
LCM
2212
Leisure Capital Management
California
$475K -$882K -8,394 -66%
ML
2213
McAdam LLC
Pennsylvania
$475K +$16.7K +159 +4%
AIA
2214
Angeles Investment Advisors
California
$474K +$2.1K +20 +0.5%
AF
2215
Aviso Financial
Ontario, Canada
$473K -$68.7K -654 -13%
OFS
2216
OMC Financial Services
New York
$470K -$161K -1,537 -27%
EWA
2217
Evolution Wealth Advisors
Florida
$470K +$105K +1,000 +31%
LAM
2218
LECAP Asset Management
United Kingdom
$469K +$443K +4,214 New
SSG
2219
Summit Securities Group
New York
$468K +$441K +4,200 New
SIG
2220
Sargent Investment Group
Maryland
$466K -$53.4K -508 -11%
AFO
2221
Arrowroot Family Office
California
$466K -$74K -704 -14%
BAAM
2222
Baker Avenue Asset Management
California
$466K -$78.7K -749 -15%
SWP
2223
Strategic Wealth Partners
Ohio
$466K -$25.3K -241 -5%
SIC
2224
Sage Investment Counsel
Tennessee
$466K +$439K +4,183 New
CHP
2225
Cable Hill Partners
Oregon
$465K +$24.8K +236 +6%
87 88
89
90 91