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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2201
MBL Wealth
North Carolina
$283K +$44.1K +133 +15%
LFG
2202
Lazard Frères Gestion
France
$282K – – –
Q
2203
QVR
California
$281K +$257K +775 +360%
ST
2204
Somerset Trust
Pennsylvania
$280K +$43.1K +130 +15%
MFS
2205
Mirabella Financial Services
United Kingdom
$277K -$2.86M -8,614 -90%
SRC
2206
Sage Rhino Capital
California
$277K -$16.2K -49 -5%
GP
2207
Geneva Partners
Wisconsin
$277K -$4.97K -15 -2%
PFM
2208
Parsec Financial Management
North Carolina
$277K – – –
MSR
2209
Main Street Research
Connecticut
$277K +$15.2K +46 +5%
PCG
2210
Prosperity Consulting Group
Maryland
$277K +$21.2K +64 +7%
NAM
2211
NTV Asset Management
West Virginia
$276K -$1.66K -5 -0.5%
OAM
2212
Oberweis Asset Management
Illinois
$274K – – –
TP
2213
Truvvo Partners
New York
$274K +$331 +1 +0.1%
CCM
2214
Consolidated Capital Management
California
$273K -$16.6K -50 -5%
CIM
2215
Contravisory Investment Management
Massachusetts
$273K +$318K +960 New
TFA
2216
Tranquilli Financial Advisor
New Jersey
$272K -$85.2K -257 -21%
CWM
2217
Campbell Wealth Management
Virginia
$272K +$4.64K +14 +1%
MWM
2218
MBE Wealth Management
Wisconsin
$271K +$1.99K +6 +0.6%
KWA
2219
KCS Wealth Advisory
California
$270K -$10.9K -33 -3%
UBV
2220
United Bank (Virginia)
Virginia
$270K +$13.9K +42 +5%
AWE
2221
Avidian Wealth Enterprises
Texas
$269K -$72.9K -220 -19%
HCP
2222
Hexagon Capital Partners
Arkansas
$269K -$3.31K -10 -1%
SIG
2223
Sargent Investment Group
Maryland
$268K -$16.6K -50 -5%
WPC
2224
Waters Parkerson & Co
Louisiana
$268K – – –
SAM
2225
Strategy Asset Managers
California
$268K +$312K +941 New
87 88
89
90 91