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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1776
Thrive Wealth Management
Pennsylvania
$717K +$41.7K +121 +6%
FFWA
1777
FRG Family Wealth Advisors
Washington
$716K – – –
CPM
1778
Connective Portfolio Management
New York
$716K +$391K +1,135 +100%
LIM
1779
Lagoda Investment Management
New York
$714K +$8.61K +25 +1%
WA
1780
WESPAC Advisors
California
$714K +$304K +884 +64%
SC
1781
Solstein Capital
California
$713K +$10.3K +30 +1%
DA
1782
DSC Advisors
Illinois
$711K -$177K -515 -19%
CC
1783
Cadinha & Co
Hawaii
$711K -$106K -307 -12%
LWA
1784
Lineweaver Wealth Advisors
Ohio
$711K -$16.5K -48 -2%
UC
1785
Unio Capital
New Jersey
$710K – – –
HLOC
1786
H.L. Ormond & Company
North Carolina
$706K -$232K -675 -23%
SW
1787
SteelPeak Wealth
California
$706K -$187K -543 -20%
CFA
1788
CWS Financial Advisors
Michigan
$705K -$46.5K -135 -6%
RFN
1789
RDA Financial Network
Iowa
$703K -$20K -58 -3%
EP
1790
Eudaimonia Partners
Tennessee
$702K +$47.5K +138 +7%
SCM
1791
Schnieders Capital Management
California
$700K -$20.7K -60 -3%
PWM
1792
Penobscot Wealth Management
Maine
$700K +$14.1K +41 +2%
KC
1793
Knuff & Co
California
$699K -$1.23M -3,561 -62%
VDBMI
1794
Van Den Berg Management I
Texas
$699K -$8.61K -25 -1%
PA
1795
PSI Advisors
Florida
$699K -$3.1K -9 -0.4%
BS
1796
Bessemer Securities
New York
$699K – – –
QC
1797
Quent Capital
New York
$699K +$52.7K +153 +7%
CBFP
1798
Cedar Brook Financial Partners
Ohio
$698K -$29.3K -85 -4%
APA
1799
Astoria Portfolio Advisors
New York
$698K +$449K +1,305 +144%
BPWM
1800
Badgley Phelps Wealth Managers
Washington
$696K +$289K +838 +61%
70 71
72
73 74