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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2401
Claret Asset Management
Quebec, Canada
$720K +$708K +1,280 New
S
2402
Sunpointe
Missouri
$717K +$71.9K +130 +11%
SAM
2403
Sherman Asset Management
California
$711K -$553 -1 -0.1%
IIM
2404
Ipswich Investment Management
Massachusetts
$710K -$473K -855 -40%
NCM
2405
Noesis Capital Mangement
Florida
$708K +$299K +540 +75%
FSC
2406
Full Sail Capital
Oklahoma
$707K -$54.7K -99 -7%
TWM
2407
Tradition Wealth Management
Minnesota
$705K +$16.6K +30 +2%
LG
2408
LaFleur & Godfrey
Michigan
$702K – – –
RS
2409
R Squared
Hong Kong
$702K +$691K +1,250 New
ACP
2410
Argyle Capital Partners
California
$701K -$20.5K -37 -3%
PCM
2411
Passive Capital Management
Maryland
$701K – – –
AAM
2412
Aureus Asset Management
Massachusetts
$700K +$38.7K +70 +6%
PL
2413
Parthenon LLC
Kentucky
$698K – – –
LF
2414
LifeSteps Financial
California
$698K +$71.3K +129 +12%
CPM
2415
Connective Portfolio Management
New York
$697K – – –
KFGK
2416
Keystone Financial Group (Kentucky)
Kentucky
$697K +$12.7K +23 +2%
MMPW
2417
Mitchell McLeod Pugh & Williams
Alabama
$697K – – –
TWM
2418
Trueblood Wealth Management
Ohio
$696K -$553 -1 -0.1%
UAML
2419
US Asset Management LLC
Pennsylvania
$696K – – –
NFG
2420
Nadler Financial Group
Illinois
$695K -$44.2K -80 -6%
SCA
2421
Strathmore Capital Advisors
North Carolina
$695K +$680K +1,230 New
1WA
2422
180 Wealth Advisors
Washington
$695K -$54.2K -98 -7%
NAMNJ
2423
NorthStar Asset Management (New Jersey)
New Jersey
$693K +$85.2K +154 +14%
KWM
2424
KFG Wealth Management
Indiana
$693K +$45.9K +83 +7%
WSWA
2425
Warren Street Wealth Advisors
California
$692K +$26K +47 +4%
95 96
97
98 99