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Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1826
JB Capital
Connecticut
$721K +$1.74K +28 +0.2%
GDP
1827
Great Diamond Partners
Maine
$720K +$5.72K +92 +0.8%
SIA
1828
Sit Investment Associates
Minnesota
$720K – – –
SFG
1829
SevenBridge Financial Group
Pennsylvania
$717K -$10.2K -164 -1%
CGA
1830
Crescent Grove Advisors
Illinois
$714K -$116K -1,857 -14%
AWAU
1831
Alliance Wealth Advisors (Utah)
Utah
$714K +$31.9K +512 +5%
EWA
1832
EverSource Wealth Advisors
Alabama
$713K +$29.4K +472 +4%
HI
1833
Hendershot Investments
Virginia
$711K – – –
AWM
1834
Accurate Wealth Management
Florida
$711K +$18.6K +299 +3%
CAWM
1835
Capital Advisors Wealth Management
Washington
$710K +$26K +418 +4%
GSEP
1836
Golden State Equity Partners
California
$710K -$78.1K -1,255 -10%
RWPA
1837
Richard W. Paul & Associates
Michigan
$709K +$37.1K +597 +5%
RIS
1838
Retirement Income Solutions
Michigan
$709K – – –
WAM
1839
Weinberger Asset Management
California
$708K +$5.29K +85 +0.7%
RMC
1840
Resources Management Corp
Connecticut
$705K -$2.38M -38,292 -77%
EA
1841
Eudaimonia Advisors
Tennessee
$704K -$4.48K -72 -0.6%
CCP
1842
Cassia Capital Partners
North Carolina
$703K +$363K +5,839 +100%
KA
1843
Kozak & Associates
Colorado
$703K +$187 +3 +0%
LMKC
1844
L.M. Kohn & Company
Ohio
$701K +$21.5K +345 +3%
ACM
1845
Argent Capital Management
Missouri
$699K -$622 -10 -0.1%
MA
1846
MCF Advisors
Kentucky
$698K -$7.28K -117 -1%
WA
1847
Wealth Alliance
New York
$697K +$35.1K +565 +5%
JWCA
1848
J.W. Coons Advisors
Ohio
$692K +$1.87K +30 +0.3%
IIM
1849
InTrack Investment Management
Vermont
$690K +$18.9K +304 +3%
NDSI
1850
Newman Dignan & Sheerar Inc
Rhode Island
$687K +$124 +2 +0%
72 73
74
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