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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
2501
CIM Investment Management
Pennsylvania
$6.2M -$1.05M -4,123 -16%
MSA
2502
Marino Stram & Associates
Massachusetts
$6.19M -$207K -813 -4%
SWM
2503
Sculati Wealth Management
Michigan
$6.19M +$16.1K +63 +0.3%
SC
2504
Solstein Capital
California
$6.19M -$265K -1,039 -5%
BEC
2505
Blue Edge Capital
Virginia
$6.17M +$8.16K +32 +0.1%
SC
2506
Settian Capital
New York
$6.16M – – –
WDC
2507
Woodward Diversified Capital
California
$6.15M -$25K -98 -0.5%
PIN
2508
Prudent Investors Network
California
$6.14M -$312K -1,222 -5%
NPP
2509
New Potomac Partners
Maryland
$6.14M -$20.9K -82 -0.4%
TWM
2510
Thrive Wealth Management
Pennsylvania
$6.14M +$1.8M +7,047 +49%
MIM
2511
MTM Investment Management
South Carolina
$6.13M -$55.1K -216 -1%
CSA
2512
Cottage Street Advisors
Massachusetts
$6.13M +$3.98M +15,620 +277%
WMA
2513
Wealth Management Associates
New Jersey
$6.13M +$296K +1,162 +6%
KMWM
2514
Keudell/Morrison Wealth Management
Oregon
$6.12M -$6.12K -24 -0.1%
RWP
2515
Revolve Wealth Partners
New Jersey
$6.11M +$63.8K +250 +1%
WPA
2516
Winning Points Advisors
Florida
$6.1M +$3.57K +14 +0.1%
OC
2517
Optimas Capital
Hong Kong
$6.08M +$5.38M +21,100 New
PPG
2518
Peak Planning Group
Colorado
$6.07M +$586K +2,299 +12%
SFG
2519
Snider Financial Group
Washington
$6.06M +$1.3M +5,089 +32%
CHP
2520
Cable Hill Partners
Oregon
$6.05M -$191K -747 -3%
CWM
2521
Connecticut Wealth Management
Connecticut
$6.04M +$207K +811 +4%
FFA
2522
Fairfield Financial Advisors
Massachusetts
$6.03M -$73.2K -287 -1%
IP
2523
Intellectus Partners
California
$6.03M +$424K +1,661 +9%
SCP
2524
Steamboat Capital Partners
New York
$6.01M +$110K +433 +2%
BAM
2525
Beaumont Asset Management
Texas
$6.01M -$213K -834 -4%
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