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Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
2051
Country Club Trust
Missouri
$1.89M +$164K +512 +11%
GPFA
2052
Game Plan Financial Advisors
Ohio
$1.89M -$6.42K -20 -0.4%
BOPW
2053
Brandywine Oak Private Wealth
Pennsylvania
$1.88M +$228K +712 +15%
KFP
2054
KB Financial Partners
New Jersey
$1.88M +$916K +2,855 +112%
PJSIMP
2055
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.87M +$6.09K +19 +0.4%
ACA
2056
Affinity Capital Advisors
California
$1.87M -$57.7K -180 -3%
MA
2057
MONECO Advisors
Connecticut
$1.87M +$49.1K +153 +3%
PCM
2058
Pennsylvania Capital Management
Pennsylvania
$1.86M +$962 +3 +0.1%
AJ
2059
Ashburton (Jersey)
Jersey
$1.86M +$1.72M +5,350 New
CCA
2060
Childress Capital Advisors
Texas
$1.86M +$125K +391 +8%
TFO
2061
Tarbox Family Office
California
$1.85M +$160K +500 +10%
MSFS
2062
Main Street Financial Solutions
Pennsylvania
$1.85M +$75.7K +236 +5%
SC
2063
SRB Corp
Massachusetts
$1.84M +$1.7M +5,290 New
EWM
2064
Evermay Wealth Management
Virginia
$1.84M -$61K -190 -3%
WCM
2065
Whitener Capital Management
North Carolina
$1.84M -$88.2K -275 -5%
SVWAG
2066
Sound View Wealth Advisors Group
Georgia
$1.83M +$7.06K +22 +0.4%
SI
2067
Scharf Investments
California
$1.83M +$443K +1,381 +36%
DSAM
2068
Dock Street Asset Management
Florida
$1.83M -$45.2K -141 -3%
NL
2069
NVWM LLC
Pennsylvania
$1.83M -$107K -332 -6%
SF
2070
Summit Financial
New Jersey
$1.82M +$1.68M +5,222 New
GIM
2071
Guild Investment Management
California
$1.81M -$37.9K -118 -2%
AB
2072
Atlas Brown
Kentucky
$1.81M +$115K +359 +7%
FFG
2073
Frisch Financial Group
New York
$1.8M -$55.2K -172 -3%
PCM
2074
Parsons Capital Management
Rhode Island
$1.8M -$321 -1 -0%
JWM
2075
Jeppson Wealth Management
California
$1.8M -$35.3K -110 -2%
81 82
83
84 85