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Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
1776
True North Advisors
Texas
$441K +$429K +7,974 New
RZH
1777
Relyea Zuckerberg Hanson
Connecticut
$437K +$425K +7,896 New
BWP
1778
Bernardo Wealth Planning
Pennsylvania
$435K -$4.68K -87 -1%
DAM
1779
Doheny Asset Management
California
$434K – – –
B
1780
Bailard
California
$433K -$11.2K -209 -3%
CAM
1781
Congress Asset Management
Massachusetts
$433K -$2.53K -47 -0.6%
SG
1782
StoneX Group
New York
$432K -$84K -1,563 -17%
VLC
1783
Van Leeuwen & Company
New Jersey
$432K +$67.5K +1,255 +19%
MOS
1784
MGO One Seven
Ohio
$431K -$19.8K -368 -5%
WW
1785
Westshore Wealth
California
$431K +$418K +7,783 New
FFC
1786
First Financial Corp
Indiana
$430K – – –
MFW
1787
Mosaic Family Wealth
Missouri
$428K -$55.8K -1,037 -12%
MIM
1788
Miller Investment Management
Pennsylvania
$427K – – –
DIS
1789
Diversified Investment Strategies
Louisiana
$426K -$65.9K -1,225 -14%
GC
1790
Gibson Capital
Pennsylvania
$426K – – –
VWM
1791
Valley Wealth Managers
New Jersey
$426K +$5.38K +100 +1%
HVIA
1792
Hudson Valley Investment Advisors
New York
$425K -$8.87K -165 -2%
HWA
1793
HCR Wealth Advisors
California
$425K +$37.6K +699 +10%
BFA
1794
Beacon Financial Advisory
Ohio
$425K +$413K +7,686 New
ACM
1795
Argent Capital Management
Missouri
$424K -$25.3K -471 -6%
CSM
1796
CAMG Solamere Management
North Carolina
$422K -$84.1K -1,565 -17%
SAM
1797
S.A. Mason
Michigan
$422K +$410K +7,630 New
CC
1798
Centiva Capital
New York
$420K -$2.33M -43,320 -85%
VCM
1799
Vivaldi Capital Management
Illinois
$420K -$271K -5,035 -40%
VFP
1800
Verus Financial Partners
Virginia
$420K -$3.82K -71 -0.9%
70 71
72
73 74