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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2401
Consilio Wealth Advisors
Washington
$685K -$180K -331 -21%
PL
2402
Parthenon LLC
Kentucky
$681K – – –
C
2403
Covestor
United Kingdom
$681K -$31K -57 -4%
LCG
2404
Lakeshore Capital Group
Illinois
$680K +$7.08K +13 +1%
PCM
2405
Passive Capital Management
Maryland
$680K +$421K +773 +165%
TWM
2406
Trueblood Wealth Management
Ohio
$680K -$1.63K -3 -0.2%
MMPW
2407
Mitchell McLeod Pugh & Williams
Alabama
$680K – – –
UAML
2408
US Asset Management LLC
Pennsylvania
$679K -$2.18K -4 -0.3%
AGAM
2409
Audent Global Asset Management
California
$679K -$27.2K -50 -4%
ACG
2410
Allen Capital Group
Nebraska
$679K +$82.7K +152 +14%
CPM
2411
Connective Portfolio Management
New York
$677K – – –
BDF
2412
Black Diamond Financial
Maryland
$676K +$83.8K +154 +14%
RFP
2413
Root Financial Partners
California
$673K +$54.4K +100 +9%
GPA
2414
Guerra Pan Advisors
New Jersey
$671K – – –
TWM
2415
Tradition Wealth Management
Minnesota
$671K +$21.8K +40 +3%
CWA
2416
CM Wealth Advisors
Ohio
$671K – – –
OC
2417
Oarsman Capital
Wisconsin
$669K -$22.9K -42 -3%
RW
2418
Rede Wealth
Virginia
$668K – – –
FCM
2419
Family Capital Management
Michigan
$667K +$105K +192 +19%
KFGK
2420
Keystone Financial Group (Kentucky)
Kentucky
$667K – – –
BAM
2421
Berkshire Asset Management
Pennsylvania
$666K -$16.9K -31 -3%
SGCA
2422
Steel Grove Capital Advisors
Tennessee
$665K -$27.2K -50 -4%
TCM
2423
Tanaka Capital Management
New York
$664K -$9.26K -17 -1%
CWS
2424
Cypress Wealth Services
California
$663K +$6.53K +12 +1%
PPA
2425
Painted Porch Advisors
California
$662K +$2.72K +5 +0.4%
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