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Name Holding Trade Value Shares
Change 		Change in
Stake
WKSWA
1926
White Knight Strategic Wealth Advisors
New Jersey
$720K +$23.8K +147 +3%
DI
1927
DAGCO Inc
Ohio
$719K -$170K -1,048 -17%
MW
1928
Marcum Wealth
Ohio
$719K -$19K -117 -2%
1IA
1929
1834 Investment Advisors
Wisconsin
$717K -$167K -1,029 -16%
PM
1930
Parametrica Management
Hong Kong
$715K -$1.06M -6,522 -55%
SJIM
1931
St. Johns Investment Management
Florida
$715K +$31K +191 +4%
ECA
1932
Elevated Capital Advisors
Utah
$712K +$850K +5,245 New
WAM
1933
WNY Asset Management
New York
$711K +$88.3K +545 +12%
CF
1934
Copperwynd Financial
Arizona
$710K -$190K -1,171 -18%
FCFC
1935
First Commonwealth Financial Corp
Pennsylvania
$709K -$126K -778 -13%
GC
1936
Garde Capital
Washington
$709K +$30.6K +189 +4%
MCM
1937
McDonough Capital Management
Florida
$707K -$137K -846 -14%
LAM
1938
L2 Asset Management
Massachusetts
$706K -$898K -5,543 -52%
CFG
1939
Cooper Financial Group
California
$706K -$163K -1,008 -16%
CC
1940
Commons Capital
Massachusetts
$706K -$5.19K -32 -0.6%
MTIC
1941
Missouri Trust & Investment Company
Missouri
$705K +$105K +650 +14%
BIC
1942
Beach Investment Counsel
Pennsylvania
$704K – – –
RBFC
1943
Roman Butler Fullerton & Co
Missouri
$703K -$731K -4,510 -45%
MCWS
1944
McKinley Carter Wealth Services
West Virginia
$703K -$21.9K -135 -3%
LAI
1945
Legal Advantage Investments
California
$703K +$168K +1,034 +25%
WAM
1946
Weinberger Asset Management
California
$697K – – –
JDR
1947
Jay D. Rosenbaum
$696K -$31.3K -193 -4%
BFO
1948
Biltmore Family Office
North Carolina
$695K +$96.1K +593 +13%
BMCM
1949
Burns Matteson Capital Management
New York
$695K -$148K -914 -15%
PP
1950
Pegasus Partners
Wisconsin
$694K -$136K -841 -14%
76 77
78
79 80