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Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
2426
Matrix Private Capital Group
New York
$611K -$15K -60 -2%
ESBC
2427
E.S. Barr & Co
Kentucky
$610K -$8.25K -33 -1%
DCM
2428
DGS Capital Management
New Jersey
$609K -$198K -792 -22%
CL
2429
Choreo LLC
Illinois
$609K -$180K -720 -21%
OFG
2430
OmniStar Financial Group
North Carolina
$609K +$434K +1,735 +172%
CWM
2431
Cedar Wealth Management
California
$606K -$78.7K -315 -10%
OWA
2432
Opal Wealth Advisors
New York
$603K -$69.5K -278 -9%
WFAG
2433
Wescott Financial Advisory Group
Pennsylvania
$602K +$4.75K +19 +0.7%
SDWMA
2434
Schneider Downs Wealth Management Advisors
Pennsylvania
$602K +$119K +477 +21%
BPFA
2435
Barnes Pettey Financial Advisors
Mississippi
$602K +$200K +800 +42%
CFO
2436
CVA Family Office
Colorado
$599K -$199K -795 -23%
BDF
2437
Black Diamond Financial
Maryland
$599K +$118K +472 +21%
BCM
2438
Bluefin Capital Management
New York
$598K +$673K +2,691 New
SSW
2439
Smith Shellnut Wilson
Mississippi
$597K -$144K -575 -18%
SICM
2440
Sustainable Insight Capital Management
New York
$597K -$22.2K -89 -3%
LWA
2441
Lenox Wealth Advisors
New York
$595K -$177K -707 -21%
WMA
2442
West Michigan Advisors
Michigan
$595K +$8.5K +34 +1%
EA
2443
Echo45 Advisors
California
$594K -$76.2K -305 -10%
GSWM
2444
Golden State Wealth Management
California
$591K -$434K -1,736 -39%
BAM
2445
Berkshire Asset Management
Pennsylvania
$591K +$50.2K +201 +8%
MCM
2446
Manchester Capital Management
Vermont
$590K -$66.7K -267 -9%
PWMG
2447
Prestige Wealth Management Group
New Jersey
$589K -$1.33M -5,341 -67%
AIP
2448
ARS Investment Partners
New York
$589K -$95K -380 -13%
ZIC
2449
ZWJ Investment Counsel
Georgia
$589K +$230K +920 +53%
WOC
2450
West Oak Capital
California
$588K -$50K -200 -7%
96 97
98
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