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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2151
Albion Financial Group
Utah
$416K +$6.9K +19 +2%
ACP
2152
Arcus Capital Partners
Georgia
$415K – – –
CWP
2153
Cyndeo Wealth Partners
Florida
$412K -$6.17K -17 -1%
WP
2154
Westmount Partners
California
$412K -$6.17K -17 -1%
CPM
2155
Connective Portfolio Management
New York
$412K – – –
HCM
2156
Horiko Capital Management
New York
$411K -$120K -330 -23%
SRC
2157
Sage Rhino Capital
California
$409K +$36.7K +101 +10%
CWM
2158
Centurion Wealth Management
Virginia
$409K +$19.6K +54 +5%
BCM
2159
Becker Capital Management
Oregon
$408K -$270K -743 -40%
CCA
2160
Conestoga Capital Advisors
Pennsylvania
$407K – – –
CAM
2161
Claret Asset Management
Quebec, Canada
$407K -$363 -1 -0.1%
ZIC
2162
ZWJ Investment Counsel
Georgia
$407K -$83.5K -230 -17%
CCM
2163
Crew Capital Management
Ohio
$407K +$2.18K +6 +0.5%
KF
2164
Krilogy Financial
Missouri
$406K +$2.54K +7 +0.6%
BAAM
2165
Baker Avenue Asset Management
California
$405K -$137K -378 -25%
PNC
2166
Park National Corp
Ohio
$404K -$39.2K -108 -9%
GHA
2167
Granite Harbor Advisors
Texas
$404K +$60.7K +167 +18%
CIM
2168
Contravisory Investment Management
Massachusetts
$403K -$1.09K -3 -0.3%
FIM
2169
Fernwood Investment Management
Massachusetts
$403K +$10.9K +30 +3%
TWM
2170
Tradition Wealth Management
Minnesota
$402K -$14.2K -39 -3%
SIC
2171
Salem Investment Counselors
North Carolina
$401K +$24.7K +68 +7%
NAS
2172
NWF Advisory Services
California
$400K +$369K +1,017 New
PA
2173
Prism Advisors
California
$400K – – –
WCM
2174
Wallace Capital Management
Texas
$400K – – –
OCM
2175
Orion Capital Management
California
$398K -$51.2K -141 -11%
85 86
87
88 89