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Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
2301
Beaton Management Company
Massachusetts
$903K – – –
IIM
2302
Invariant Investment Management
Pennsylvania
$901K +$875K +1,566 New
XSC
2303
X-Square Capital
Puerto Rico
$900K +$26.3K +47 +3%
WCA
2304
Westover Capital Advisors
Delaware
$900K -$54.8K -98 -6%
FOA
2305
Five Oceans Advisors
California
$900K -$2.24K -4 -0.3%
LPFG
2306
Landing Point Financial Group
Ohio
$899K +$559 +1 +0.1%
TWA
2307
TCI Wealth Advisors
Arizona
$897K -$22.4K -40 -2%
BW
2308
BXM Wealth
Colorado
$896K +$44.2K +79 +5%
DPI
2309
Diversified Portfolios Inc
Michigan
$893K -$24K -43 -3%
FCA
2310
FLC Capital Advisors
California
$893K +$559 +1 +0.1%
HCA
2311
Heck Capital Advisors
Wisconsin
$891K +$364K +652 +72%
QFA
2312
Quantum Financial Advisors
California
$886K +$1.12K +2 +0.1%
ACA
2313
Adirondack Capital Advisors
New York
$879K +$861K +1,540 New
SPWM
2314
Spartan Planning & Wealth Management
North Carolina
$876K -$17.9K -32 -2%
ACA
2315
Arsenal Capital Advisors
Pennsylvania
$876K +$858K +1,535 New
HIM
2316
Hanlon Investment Management
New Jersey
$876K -$23.5K -42 -3%
TCM
2317
Traynor Capital Management
Pennsylvania
$875K +$102K +182 +13%
UAG
2318
United Advisor Group
Ohio
$875K -$69.3K -124 -7%
MKC
2319
M. Kraus & Co
Vermont
$874K – – –
Q
2320
QVR
California
$874K +$856K +1,531 New
SAM
2321
Sagewood Asset Management
New York
$874K +$856K +1,531 New
AWC
2322
Abundance Wealth Counselors
Pennsylvania
$874K +$202K +362 +23%
BW
2323
BIP Wealth
Georgia
$872K +$15.1K +27 +2%
1W
2324
1776 Wealth
Georgia
$871K +$6.71K +12 +0.8%
CB
2325
Community Bank
New York
$871K -$11.2K -20 -1%
91 92
93
94 95