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Name Holding Trade Value Shares
Change 		Change in
Stake
YIM
2176
Yoffe Investment Management
Pennsylvania
$596K +$214 +3 +0%
EIM
2177
Essex Investment Management
Massachusetts
$596K – – –
VAM
2178
Verity Asset Management
North Carolina
$595K -$521K -7,313 -46%
SFC
2179
SYM Financial Corp
Indiana
$594K -$3.42K -48 -0.6%
LWMM
2180
Legacy Wealth Management (Mississippi)
Mississippi
$594K – – –
BWP
2181
Balboa Wealth Partners
Arizona
$592K +$96.2K +1,350 +19%
WCM
2182
Wellington Capital Management
Maryland
$592K +$376K +5,275 New
MWM
2183
MOKAN Wealth Management
Kansas
$592K +$1.57K +22 +0.3%
TSW
2184
Three Seasons Wealth
Utah
$592K +$20.4K +286 +4%
FNC
2185
First National Corp
Massachusetts
$591K +$14.2K +200 +2%
CAS
2186
Coppell Advisory Solutions
Texas
$591K +$27.9K +392 +5%
ABLA
2187
Alan B. Lancz & Associates
Ohio
$591K -$14.2K -200 -2%
FFA
2188
Fragasso Financial Advisors
Pennsylvania
$590K +$56.7K +796 +11%
FWP
2189
Firethorn Wealth Partners
Georgia
$590K +$997 +14 +0.2%
LSIA
2190
LaSalle St. Investment Advisors
Illinois
$590K -$52.8K -741 -8%
LSPW
2191
Lake Street Private Wealth
Illinois
$589K +$315K +4,424 +113%
BFA
2192
Buttonwood Financial Advisors
Maryland
$589K -$37.3K -523 -6%
KFA
2193
Kelleher Financial Advisors
New York
$589K -$23.2K -326 -4%
GCM
2194
Goldstream Capital Management
Hong Kong
$588K – – –
SWK
2195
Stephen W. Kidder
$587K -$3.56K -50 -0.6%
ACG
2196
Allen Capital Group
Nebraska
$587K +$132K +1,852 +29%
LTI
2197
Laffer Tengler Investments
Tennessee
$586K +$295K +4,143 +100%
SIG
2198
Spinnaker Investment Group
California
$586K -$96.4K -1,353 -14%
AWA
2199
Arbor Wealth Advisors
Michigan
$585K -$142 -2 -0%
CCFCSB
2200
Cape Cod Five Cents Savings Bank
Massachusetts
$583K – – –
86 87
88
89 90