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Name Holding Trade Value Shares
Change 		Change in
Stake
EL
2051
Essex LLC
Illinois
$503K – – –
TFO
2052
Tarbox Family Office
California
$502K – – –
TF
2053
Trek Financial
Arizona
$498K -$135K -371 -21%
NCM
2054
New Capital Management
Texas
$496K +$495K +1,364 New
CCA
2055
Cottonwood Capital Advisors
Utah
$494K +$10.5K +29 +2%
NB
2056
Northwest Bancshares
Pennsylvania
$493K +$18.9K +52 +4%
AWM
2057
Alterna Wealth Management
Texas
$492K +$35.6K +98 +8%
RCA
2058
Ranch Capital Advisors
Florida
$492K +$11.6K +32 +2%
CA
2059
Centerpoint Advisors
Massachusetts
$491K +$2.54K +7 +0.5%
MFG
2060
Midwest Financial Group
Kansas
$491K +$491K +1,351 New
EWA
2061
ERTS Wealth Advisors
Michigan
$491K -$30.9K -85 -6%
SC
2062
Skylands Capital
Wisconsin
$491K -$9.08K -25 -2%
DSN
2063
D. Scott Neal
Kentucky
$491K – – –
RMAM
2064
Raab & Moskowitz Asset Management
New Jersey
$490K +$2.54K +7 +0.5%
SCP
2065
Sender Company & Partners
New York
$490K +$489K +1,347 New
CB
2066
CNB Bank
Pennsylvania
$487K -$3.27K -9 -0.7%
GIP
2067
Granite Investment Partners
California
$486K -$9.08K -25 -2%
JFG
2068
JMG Financial Group
Illinois
$486K – – –
ONST
2069
Old North State Trust
North Carolina
$486K +$26.5K +73 +6%
SWM
2070
Salvus Wealth Management
New Jersey
$486K -$22.9K -63 -5%
VC
2071
Veery Capital
Delaware
$485K – – –
NFSG
2072
Newbridge Financial Services Group
Florida
$484K -$31.2K -86 -6%
MC
2073
Matisse Capital
Oregon
$482K – – –
MFG
2074
Magnus Financial Group
New York
$481K +$34.1K +94 +8%
SGK
2075
Steigerwald Gordon & Koch
Virginia
$481K -$1.82K -5 -0.4%
81 82
83
84 85