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Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
1776
Little House Capital
Massachusetts
$938K +$55.3K +341 +5%
BG
1777
Bahl & Gaynor
Ohio
$937K +$166K +1,025 +17%
FWM
1778
Foresight Wealth Management
Utah
$935K +$120K +741 +12%
PCM
1779
Princeton Capital Management
New Jersey
$931K -$2.67M -16,485 -71%
NC
1780
NinePointTwo Capital
California
$927K – – –
MFG
1781
Magnus Financial Group
New York
$926K -$86.7K -535 -7%
CAMG
1782
CWA Asset Management Group
Florida
$924K -$34.5K -213 -3%
DFA
1783
Delta Financial Advisors
Louisiana
$923K -$77K -475 -7%
CIA
1784
Capital Impact Advisors
Massachusetts
$921K -$528K -3,260 -32%
AWM
1785
Aries Wealth Management
Maine
$918K -$55.3K -341 -3%
AWC
1786
Abundance Wealth Counselors
Pennsylvania
$918K -$3.24K -20 -0.3%
KCM
1787
KLK Capital Management
California
$917K +$1.1M +6,762 New
EWM
1788
Evercore Wealth Management
New York
$912K -$8.43K -52 -0.8%
BSB
1789
Bangor Savings Bank
Maine
$912K -$1.14K -7 -0.1%
GIM
1790
Grassi Investment Management
California
$912K – – –
CAM
1791
Covenant Asset Management
New Jersey
$909K -$2.06M -12,695 -65%
FFA
1792
Founders Financial Alliance
North Carolina
$906K +$124K +767 +13%
BCCM
1793
Bridge Creek Capital Management
Massachusetts
$905K -$26.6K -164 -2%
MAM
1794
Marotta Asset Management
Virginia
$901K -$2.59K -16 -0.2%
CCM
1795
Cribstone Capital Management
Maine
$900K -$449K -2,772 -29%
SIP
1796
Stoneridge Investment Partners
Pennsylvania
$897K – – –
QC
1797
Quent Capital
New York
$893K +$45.4K +280 +4%
CWM
1798
Centric Wealth Management
Illinois
$893K +$61.3K +378 +6%
CWA
1799
Consilium Wealth Advisory
Texas
$892K +$8.27K +51 +0.8%
WFI
1800
West Family Investments
California
$892K +$200K +1,235 +23%
70 71
72
73 74