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Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
2576
Sage Rhino Capital
California
$555K +$2.44K +8 +0.5%
BP
2577
Broadleaf Partners
Ohio
$553K – – –
CWP
2578
Core Wealth Partners
California
$551K +$1.1M +3,622 New
PHIC
2579
Pine Haven Investment Counsel
Massachusetts
$550K – – –
BFAG
2580
Blackston Financial Advisory Group
Florida
$549K -$21K -69 -4%
MIS
2581
Morningstar Investment Services
Illinois
$548K +$3.35K +11 +0.6%
TF
2582
Trek Financial
Arizona
$548K -$363K -1,191 -41%
WFG
2583
Wills Financial Group
Virginia
$546K -$11.3K -37 -2%
WA
2584
Wealthstream Advisors
New York
$546K +$42.3K +139 +9%
CCM
2585
CAAS Capital Management
New York
$543K -$4.7M -15,440 -90%
TWA
2586
Talisman Wealth Advisors
New Jersey
$542K +$523K +1,716 New
CSB
2587
City State Bank
Iowa
$541K -$7.62K -25 -1%
KA
2588
KLCM Advisors
Wisconsin
$541K +$88.6K +291 +20%
VBWMG
2589
Von Berge Wealth Management Group
California
$540K -$10.4K -34 -2%
JWM
2590
Jessup Wealth Management
Ohio
$537K +$518K +1,700 New
CCM
2591
Campbell Capital Management
Florida
$537K – – –
NWM
2592
Northwest Wealth Management
Iowa
$537K +$43.3K +142 +9%
LW
2593
Libra Wealth
California
$536K – – –
FSC
2594
Full Sail Capital
Oklahoma
$535K +$11.9K +39 +2%
EDRIA
2595
Edmonds Duncan Registered Investment Advisors
Kansas
$535K – – –
EIA
2596
Edgemoor Investment Advisors
Maryland
$534K +$165K +542 +47%
PWM
2597
Palumbo Wealth Management
New York
$533K -$1.83K -6 -0.4%
MFWP
2598
Mosaic Family Wealth Partners
Missouri
$532K +$513K +1,683 New
SCA
2599
Sippican Capital Advisors
Massachusetts
$530K – – –
WAM
2600
WNY Asset Management
New York
$529K -$5.79K -19 -1%
102 103
104
105 106