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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2626
McRae Capital Management
New Jersey
$869K – – –
SWM
2627
Seed Wealth Management
Illinois
$869K – – –
NCM
2628
Next Capital Management
New York
$869K +$18K +44 +2%
CL
2629
COWA LLC
Oklahoma
$867K – – –
MIM
2630
Morningstar Investment Management
Illinois
$865K – – –
YIM
2631
Yoffe Investment Management
Pennsylvania
$865K +$909K +2,224 New
BWM
2632
Blossom Wealth Management
California
$865K +$31K +76 +4%
PA
2633
PSI Advisors
Florida
$865K +$97.2K +238 +12%
SMG
2634
Smart Money Group
Texas
$864K +$44.5K +109 +5%
AFCM
2635
Applied Finance Capital Management
Puerto Rico
$862K +$8.17K +20 +0.9%
FAN
2636
Financial Advisors Network
California
$861K +$904K +2,213 New
FCM
2637
Fortis Capital Management
Washington
$859K -$273K -669 -23%
TWM
2638
TriaGen Wealth Management
California
$858K – – –
LGA
2639
Lebenthal Global Advisors
New York
$857K -$154K -378 -15%
TCM
2640
Towercrest Capital Management
Pennsylvania
$857K +$366K +897 +69%
PPG
2641
Peak Planning Group
Colorado
$856K -$101K -247 -10%
MPAM
2642
Murphy Pohlad Asset Management
Minnesota
$855K -$4.08K -10 -0.5%
SAM
2643
SignalPoint Asset Management
Missouri
$854K -$5.72K -14 -0.6%
QWM
2644
Quadcap Wealth Management
Texas
$852K +$61.7K +151 +7%
ACM
2645
AUA Capital Management
Pennsylvania
$851K – – –
TCM
2646
Teza Capital Management
Illinois
$851K +$894K +2,189 New
CIA
2647
Cape Investment Advisory
Georgia
$851K -$42.5K -104 -5%
LCM
2648
Lazari Capital Management
California
$849K +$15.5K +38 +2%
AWM
2649
Aviso Wealth Management
Washington
$849K -$1.63K -4 -0.2%
OCM
2650
Orion Capital Management
California
$848K – – –
104 105
106
107 108