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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2376
Destination Wealth Management
California
$964K -$101K -315 -10%
NFP
2377
Novak Financial Planning
Maryland
$961K – – –
AWM
2378
Accurate Wealth Management
Florida
$960K +$886K +2,762 New
MCA
2379
Morris Capital Advisors
Pennsylvania
$958K – – –
SA
2380
Springowl Associates
New York
$956K -$337K -1,050 -28%
ESBC
2381
E.S. Barr & Co
Kentucky
$954K +$16K +50 +2%
FNBOSM
2382
First National Bank of South Miami
Florida
$946K +$49.1K +153 +6%
EW
2383
Element Wealth
Mississippi
$931K +$15.1K +47 +2%
SCM
2384
Southport Capital Management
Tennessee
$930K -$42.3K -132 -5%
SAM
2385
Security Asset Management
New York
$930K -$8.98K -28 -1%
CMO
2386
Covenant Multifamily Offices
Texas
$930K +$376K +1,172 +78%
JPLA
2387
Joseph P. Lucia & Associates
New York
$927K – – –
JEST
2388
JTC Employer Solutions Trustee
Jersey
$927K +$856K +2,667 New
OC
2389
Oakworth Capital
Alabama
$926K +$320K +997 +60%
BDF
2390
Black Diamond Financial
Maryland
$925K -$92.7K -289 -10%
TIA
2391
Tiemann Investment Advisors
California
$925K +$7.38K +23 +0.9%
CCG
2392
Cypress Capital Group
Florida
$925K +$15.7K +49 +2%
CPW
2393
Catalyst Private Wealth
California
$924K -$177K -551 -17%
T
2394
TRUADVICE
Florida
$922K +$161K +502 +25%
KOC
2395
Koss-Olinger Consulting
Florida
$921K -$69.9K -218 -8%
OWA
2396
Outlook Wealth Advisors
Texas
$920K +$39.5K +123 +5%
HCIA
2397
Hochman Cole Investment Advisors
Illinois
$918K -$38.8K -121 -4%
TTWM
2398
TCV Trust & Wealth Management
Virginia
$918K -$4.81K -15 -0.6%
CCC
2399
Chelsea Counsel Company
California
$918K – – –
TNB
2400
Thomasville National Bank
Georgia
$916K -$1.28K -4 -0.2%
94 95
96
97 98