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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2851
Howard Capital Management
Georgia
$289K +$60.5K +205 +24%
GBA
2852
Garrison Bradford & Associates
New York
$288K – – –
SLT
2853
St Louis Trust
Missouri
$288K – – –
HFS
2854
Heritage Financial Services
Massachusetts
$287K -$9.45K -32 -3%
NRW
2855
Nova R Wealth
Kansas
$287K -$4.13K -14 -1%
JFG
2856
JMG Financial Group
Illinois
$287K +$42.2K +143 +16%
BDF
2857
Black Diamond Financial
Maryland
$287K +$50.5K +171 +19%
HFS
2858
HBC Financial Services
Washington
$286K – – –
FA
2859
Fountainhead AM
New Jersey
$286K +$2.07K +7 +0.7%
CPIA
2860
Cornell Pochily Investment Advisors
New York
$285K +$11.8K +40 +4%
AMC
2861
Asset Management Corp
Illinois
$285K +$68.5K +232 +29%
SL
2862
Summitry LLC
California
$284K -$4.13K -14 -1%
LD
2863
Lipe & Dalton
New York
$284K – – –
BFG
2864
Bouchey Financial Group
New York
$283K – – –
CSWM
2865
Cassady Schiller Wealth Management
Ohio
$282K -$47.2K -160 -13%
GCIG
2866
Grand Central Investment Group
Florida
$282K – – –
CA
2867
CSM Advisors
Pennsylvania
$281K -$236K -800 -44%
NRA
2868
NSI Retail Advisors
Pennsylvania
$281K -$236K -800 -44%
LCM
2869
Lewis Capital Management
California
$281K – – –
IIM
2870
InTrack Investment Management
Vermont
$280K -$26K -88 -8%
NC
2871
NinePointTwo Capital
California
$280K +$10.3K +35 +4%
LRWA
2872
Long Run Wealth Advisors
New York
$279K – – –
TA
2873
TrueWealth Advisors
Alabama
$279K +$75.9K +257 +34%
TCFP
2874
Treasure Coast Financial Planning
Florida
$278K – – –
GAM
2875
Garrison Asset Management
Arkansas
$277K +$295 +1 +0.1%
113 114
115
116 117