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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
2476
Everhart Financial Group
Ohio
$376K -$137K -709 -23%
AAS
2477
Annex Advisory Services
Wisconsin
$376K -$23.5K -122 -5%
AC
2478
Addison Capital
Pennsylvania
$375K -$965 -5 -0.2%
F4L
2479
Fortune 45 LLC
Louisiana
$374K +$20.8K +108 +5%
CCA
2480
Column Capital Advisors
Indiana
$374K +$111K +576 +33%
CSIA
2481
Conrad Siegel Investment Advisors
Pennsylvania
$373K – – –
CPIA
2482
Cornell Pochily Investment Advisors
New York
$372K +$48K +249 +12%
SCS
2483
Syquant Capital SAS
France
$371K +$67.5K +350 +18%
GIP
2484
Greatmark Investment Partners
Georgia
$371K +$130K +675 +42%
TAIM
2485
TD Ameritrade Investment Management
Nebraska
$370K -$106K -547 -19%
KM
2486
Kalos Management
Georgia
$370K -$20.1K -104 -5%
AF
2487
Apexium Financial
Texas
$370K +$46.1K +239 +12%
MAC
2488
Mason & Associates (California)
California
$370K +$63.9K +331 +17%
CMP
2489
Coston McIsaac & Partners
Maine
$369K +$441K +2,288 New
BFO
2490
Boston Family Office
Massachusetts
$368K -$259K -1,345 -37%
MCA
2491
Morris Capital Advisors
Pennsylvania
$368K -$12.9K -67 -3%
WF
2492
Wayfinding Financial
Washington
$367K +$14.7K +76 +3%
MCA
2493
MSH Capital Advisors
Arizona
$367K +$14.9K +77 +4%
LAM
2494
Lingohr Asset Management
Germany
$366K – – –
PRC
2495
Pearl River Capital
Michigan
$366K +$438K +2,270 New
KWS
2496
Keystone Wealth Services
California
$365K +$79.5K +412 +22%
PHIC
2497
Pine Haven Investment Counsel
Massachusetts
$364K – – –
SIC
2498
SFE Investment Counsel
California
$364K +$38.6K +200 +10%
OCPWS
2499
One Charles Private Wealth Services
Massachusetts
$361K -$32.4K -168 -7%
FWP
2500
Falcon Wealth Planning
California
$360K -$13.1K -68 -3%
98 99
100
101 102