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Name Holding Trade Value Shares
Change 		Change in
Stake
CMANY
2401
Capital Management Associates (New York)
New York
$847K – – –
MKC
2402
M. Kraus & Co
Vermont
$847K – – –
FA
2403
Financial Advisors
Massachusetts
$846K – – –
OIA
2404
Optimum Investment Advisors
Illinois
$846K +$17.1K +45 +2%
BP
2405
Broadleaf Partners
Ohio
$845K – – –
SL
2406
Stevard LLC
Illinois
$843K – – –
STA
2407
Summit Trail Advisors
New York
$843K +$43.4K +114 +6%
TWM
2408
Triton Wealth Management
Arizona
$842K -$10.7K -28 -1%
CAM
2409
Concorde Asset Management
Michigan
$841K -$35.8K -94 -4%
HR
2410
Howe & Rusling
New York
$841K +$1.9K +5 +0.2%
FWM
2411
Finer Wealth Management
Massachusetts
$839K +$769K +2,021 New
CAL
2412
Capital Advisors Ltd
Ohio
$837K +$306K +805 +66%
WIA
2413
World Investment Advisors
California
$836K -$48.7K -128 -5%
CPA
2414
Cardiff Park Advisors
California
$836K +$767K +2,014 New
CAM
2415
Claret Asset Management
Quebec, Canada
$835K -$9.14K -24 -1%
MPW
2416
Monterey Private Wealth
California
$827K +$381 +1 +0.1%
PB
2417
Pinnacle Bancorp
Nebraska
$820K -$45.7K -120 -6%
BI
2418
Berkeley Inc
Idaho
$819K -$48.3K -127 -6%
PWS
2419
Paragon Wealth Strategies
Florida
$817K +$15.2K +40 +2%
LNWTC
2420
Laird Norton Wetherby Trust Company
Washington
$817K +$44.9K +118 +6%
ACA
2421
Affinity Capital Advisors
California
$816K -$3.05K -8 -0.4%
PCG
2422
Prosperity Consulting Group
Maryland
$816K +$831K +2,183 New
BBNB
2423
Baker Boyer National Bank
Washington
$811K +$744K +1,954 New
VAFP
2424
Vahanian & Associates Financial Planning
New York
$811K +$744K +1,954 New
SCI
2425
Stableford Capital II
Arizona
$810K +$27.4K +72 +3%
95 96
97
98 99