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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
2626
TFC Financial Management
Massachusetts
$870K -$52.7K -129 -5%
SN
2627
Sittner & Nelson
Oregon
$869K +$2.04K +5 +0.2%
MCM
2628
McRae Capital Management
New Jersey
$869K – – –
SWM
2629
Seed Wealth Management
Illinois
$869K – – –
NCM
2630
Next Capital Management
New York
$869K +$18K +44 +2%
CL
2631
COWA LLC
Oklahoma
$867K – – –
MIM
2632
Morningstar Investment Management
Illinois
$865K – – –
YIM
2633
Yoffe Investment Management
Pennsylvania
$865K +$909K +2,224 New
BWM
2634
Blossom Wealth Management
California
$865K +$31K +76 +4%
PA
2635
PSI Advisors
Florida
$865K +$97.2K +238 +12%
SMG
2636
Smart Money Group
Texas
$864K +$44.5K +109 +5%
AFCM
2637
Applied Finance Capital Management
Puerto Rico
$862K +$8.17K +20 +0.9%
FAN
2638
Financial Advisors Network
California
$861K +$904K +2,213 New
FCM
2639
Fortis Capital Management
Washington
$859K -$273K -669 -23%
TWM
2640
TriaGen Wealth Management
California
$858K – – –
LGA
2641
Lebenthal Global Advisors
New York
$857K -$154K -378 -15%
TCM
2642
Towercrest Capital Management
Pennsylvania
$857K +$366K +897 +69%
PPG
2643
Peak Planning Group
Colorado
$856K -$101K -247 -10%
MPAM
2644
Murphy Pohlad Asset Management
Minnesota
$855K -$4.08K -10 -0.5%
SAM
2645
SignalPoint Asset Management
Missouri
$854K -$5.72K -14 -0.6%
QWM
2646
Quadcap Wealth Management
Texas
$852K +$61.7K +151 +7%
ACM
2647
AUA Capital Management
Pennsylvania
$851K – – –
TCM
2648
Teza Capital Management
Illinois
$851K +$894K +2,189 New
CIA
2649
Cape Investment Advisory
Georgia
$851K -$42.5K -104 -5%
LCM
2650
Lazari Capital Management
California
$849K +$15.5K +38 +2%
104 105
106
107 108