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Name Holding Trade Value Shares
Change 		Change in
Stake
RCP
2901
Rothschild Capital Partners
New York
$1.48M – – –
AFA
2902
AA Financial Advisors
Ohio
$1.48M +$328K +508 +25%
PWCM
2903
Processus Wealth & Capital Management
Tennessee
$1.48M +$1.65M +2,563 New
FAFN
2904
First Affirmative Financial Network
Colorado
$1.48M -$168K -260 -9%
UHC
2905
Union Heritage Capital
Michigan
$1.48M +$1.65M +2,560 New
OA
2906
Operose Advisors
Wisconsin
$1.47M -$2.58K -4 -0.2%
PIA
2907
Panoramic Investment Advisors
Colorado
$1.47M -$13.5K -21 -0.8%
HAM
2908
Harmony Asset Management
Arizona
$1.47M +$687K +1,065 +72%
RF
2909
Rossby Financial
Florida
$1.47M +$782K +1,212 +83%
AIP
2910
ARS Investment Partners
New York
$1.47M – – –
CASB
2911
Cape Ann Savings Bank
Massachusetts
$1.46M -$103K -159 -6%
CPRC
2912
Consolidated Portfolio Review Corp
New York
$1.46M +$36.8K +57 +2%
MWP
2913
Meridian Wealth Partners
Pennsylvania
$1.46M -$98.7K -153 -6%
WCFA
2914
Walkner Condon Financial Advisors
Wisconsin
$1.46M +$3.87K +6 +0.2%
CWM
2915
Castle Wealth Management
Florida
$1.45M +$92.9K +144 +6%
CIA
2916
Cladis Investment Advisory
Montana
$1.45M +$6.45K +10 +0.4%
MBTD
2917
Mechanics Bank - Trust Department
California
$1.45M +$937K +1,453 +137%
CA
2918
Capital Advantage
California
$1.45M – – –
ACM
2919
Anfield Capital Management
California
$1.45M -$386K -599 -19%
WA
2920
Waddell & Associates
Tennessee
$1.45M +$76.8K +119 +5%
MWA
2921
Muirfield Wealth Advisors
North Carolina
$1.45M -$24.5K -38 -1%
CAM
2922
Costello Asset Management
Pennsylvania
$1.44M +$1.43M +2,224 +789%
USPCM
2923
Union Square Park Capital Management
New York
$1.44M +$1.61M +2,500 New
WWM
2924
Wolff Wiese Magana
California
$1.44M -$137K -213 -8%
DIM
2925
Delta Investment Management
California
$1.44M -$89K -138 -5%
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