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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2101
Sugarloaf Wealth Management
Georgia
$517K -$785K -13,135 -60%
WEPOG
2102
Wealth Enhancement & Preservation of GA
Georgia
$517K -$266K -4,441 -33%
MTCM
2103
Mint Tower Capital Management
Netherlands
$516K +$505K +8,449 +4,773%
LWMM
2104
Legacy Wealth Management (Mississippi)
Mississippi
$514K – – –
VWA
2105
VERITY Wealth Advisors
United States
$514K – – –
HC
2106
Hendley & Co
Ohio
$512K +$5.14K +86 +1%
BMM
2107
Buffington Mohr McNeal
Idaho
$512K +$16.8K +281 +3%
DSAM
2108
Dock Street Asset Management
Florida
$512K +$22.9K +383 +5%
CCM
2109
Canal Capital Management
Virginia
$511K -$22.7K -380 -4%
HIM
2110
Hotaling Investment Management
Pennsylvania
$511K +$50.2K +840 +11%
PFO
2111
Pathstone Family Office
New Jersey
$510K -$95.6K -1,599 -16%
HCM
2112
Howard Capital Management
Georgia
$510K +$515K +8,610 New
DA
2113
Detalus Advisors
Missouri
$507K -$28.1K -470 -5%
AIM
2114
Avity Investment Management
Connecticut
$507K +$17.6K +295 +4%
TGAM
2115
TBH Global Asset Management
Tennessee
$506K +$478 +8 +0.1%
AMCA
2116
Arthur M. Cohen & Associates
Illinois
$506K +$505K +8,450 New
FA
2117
FCG Advisors
New Jersey
$503K +$11.1K +186 +2%
PL
2118
Plancorp LLC
Missouri
$502K +$32.7K +547 +7%
KLWA
2119
Kelly Lawrence W & Associates
California
$500K -$23.9K -400 -5%
AF
2120
AtlasMark Financial
Texas
$499K +$14.6K +244 +3%
LC
2121
Landaas & Company
Wisconsin
$499K – – –
MSR
2122
Main Street Research
Connecticut
$498K +$498K +8,329 New
OFG
2123
Oxford Financial Group
Indiana
$493K -$43.1K -721 -8%
PBO
2124
Peoples Bank (Ohio)
Ohio
$493K +$5.32K +89 +1%
CPC
2125
Congress Park Capital
New York
$491K – – –
83 84
85
86 87