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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2376
Security Asset Management
New York
$908K – – –
LRPA
2377
L. Roy Papp & Associates
Arizona
$906K -$52.2K -145 -5%
JPLA
2378
Joseph P. Lucia & Associates
New York
$905K – – –
CCG
2379
Cypress Capital Group
Florida
$905K +$2.52K +7 +0.3%
VBCG
2380
Valley Brook Capital Group
Pennsylvania
$905K +$27K +75 +3%
AIL
2381
AGF Investments LLC
Ontario, Canada
$902K -$606K -1,683 -39%
KLC
2382
Knowledge Leaders Capital
Colorado
$900K +$10.4K +29 +1%
SGCA
2383
Steel Grove Capital Advisors
Tennessee
$899K +$59.8K +166 +7%
LWA
2384
Lineweaver Wealth Advisors
Ohio
$894K +$30.3K +84 +3%
OWA
2385
Outlook Wealth Advisors
Texas
$892K -$6.48K -18 -0.7%
WWM
2386
Wolff Wiese Magana
California
$889K +$23.8K +66 +3%
SF
2387
Symphony Financial
Texas
$889K +$572K +1,589 +154%
TCM
2388
Traynor Capital Management
Pennsylvania
$888K +$48.3K +134 +5%
SYBT
2389
Stock Yards Bank & Trust
Kentucky
$885K -$4.68K -13 -0.5%
TTWM
2390
TCV Trust & Wealth Management
Virginia
$885K – – –
WF
2391
WoodTrust Financial
Wisconsin
$879K -$343K -951 -27%
SKK
2392
Shepherd Kaplan Krochuk
Massachusetts
$879K -$6.12K -17 -0.7%
CCM
2393
Carlson Capital Management
Minnesota
$879K +$49.7K +138 +6%
LWP
2394
Lumature Wealth Partners
Georgia
$876K +$38.2K +106 +4%
MAWCM
2395
Mine & Arao Wealth Creation & Management
California
$872K – – –
WBG
2396
Wharton Business Group
Pennsylvania
$872K – – –
NAS
2397
Nicolet Advisory Services
Wisconsin
$872K +$163K +452 +21%
MCA
2398
Morris Capital Advisors
Pennsylvania
$870K -$69.9K -194 -7%
CC
2399
Caxton Corporation
New Jersey
$870K -$360 -1 -0%
SAM
2400
Satovsky Asset Management
New York
$867K – – –
94 95
96
97 98