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Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1701
Veracity Capital
Georgia
$955K +$14.4K +40 +2%
JWCA
1702
J.W. Coons Advisors
Ohio
$955K +$65.8K +183 +7%
SFO
1703
Stokes Family Office
Louisiana
$952K +$55.7K +155 +6%
SHFA
1704
SC&H Financial Advisors
Maryland
$951K -$3.6K -10 -0.4%
ICM
1705
Intrepid Capital Management
Florida
$951K – – –
MAWCM
1706
Mine & Arao Wealth Creation & Management
California
$950K +$1.08K +3 +0.1%
RMDI
1707
R.M. Davis Inc
Maine
$943K +$119K +332 +14%
LWM
1708
Loveless Wealth Management
Montana
$942K +$32.4K +90 +4%
KCM
1709
KRS Capital Management
Michigan
$941K – – –
AWP
1710
Accretive Wealth Partners
New Jersey
$941K +$15.1K +42 +2%
NDSI
1711
Newman Dignan & Sheerar Inc
Rhode Island
$938K +$1.8K +5 +0.2%
LA
1712
Legacy Advisors
Pennsylvania
$938K +$944K +2,625 New
EM
1713
Excalibur Management
Massachusetts
$934K -$12.2K -34 -1%
F
1714
F3Logic
Minnesota
$932K -$31.3K -87 -3%
SOAMC
1715
Spirit of America Management Corp
New York
$929K -$180K -500 -16%
EWM
1716
Empirical Wealth Management
Washington
$923K -$349K -972 -27%
CCA
1717
Childress Capital Advisors
Texas
$923K +$192K +534 +26%
PFBT
1718
Parkside Financial Bank & Trust
Missouri
$917K -$1.18M -3,273 -56%
CC
1719
Cadinha & Co
Hawaii
$916K -$44.9K -125 -5%
FC
1720
Financial Consulate
Maryland
$916K +$7.19K +20 +0.8%
RIA
1721
Regal Investment Advisors
Michigan
$914K -$7.91K -22 -0.9%
MW
1722
Marcum Wealth
Ohio
$911K +$37.7K +105 +4%
SIA
1723
SkyView Investment Advisors
New Jersey
$908K -$1.41M -3,931 -60%
PCMC
1724
Private Capital Management (Colorado)
Colorado
$906K +$105K +291 +13%
AWCI
1725
Alpine Woods Capital Investors
New York
$905K -$500K -1,390 -35%
67 68
69
70 71