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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3601
Mendel Capital Management
Arkansas
$4.62M -$152K -358 -3%
PW
3602
Peninsula Wealth
California
$4.62M +$134K +315 +3%
TCM
3603
Towercrest Capital Management
Pennsylvania
$4.61M +$10.6K +25 +0.2%
ACP
3604
Aveo Capital Partners
Colorado
$4.61M -$1.23M -2,882 -21%
EMB
3605
Elefante Mark B
$4.6M +$4.65M +10,909 New
MSCM
3606
McElhenny Sheffield Capital Management
Texas
$4.6M -$597K -1,402 -11%
PCMH
3607
Polymer Capital Management (HK)
Hong Kong
$4.59M +$552K +1,297 +14%
HP
3608
Holistic Planning
Texas
$4.59M +$102K +239 +2%
JSAM
3609
J. Safra Asset Management
New York
$4.59M +$1.21M +2,832 +35%
PIWA
3610
Prevail Innovative Wealth Advisors
Kansas
$4.58M +$783K +1,838 +20%
CL
3611
CLG LLC
California
$4.57M +$4.62M +10,844 New
CWM
3612
Castle Wealth Management
Florida
$4.57M +$260K +611 +6%
LGG
3613
Luts & Greenleigh Group
Maryland
$4.57M +$49.4K +116 +1%
AWA
3614
Alta Wealth Advisors
Massachusetts
$4.56M +$160K +375 +4%
TT
3615
TI-Trust
Illinois
$4.56M -$11.5K -27 -0.2%
BSCCG
3616
Blue Sky Capital Consultants Group
California
$4.56M +$4.61M +10,813 New
SPA
3617
Sentinel Pension Advisors
Massachusetts
$4.55M -$10.6K -25 -0.2%
DFG
3618
Delphi Financial Group
Delaware
$4.55M – – –
ITIM
3619
Indiana Trust & Investment Management
Indiana
$4.55M -$591K -1,387 -11%
KAM
3620
Knightsbridge Asset Management
California
$4.55M +$89.4K +210 +2%
CCM
3621
Crew Capital Management
Ohio
$4.54M +$103K +241 +2%
FWP
3622
Falcon Wealth Planning
California
$4.54M +$223K +524 +5%
CCM
3623
Conway Capital Management
California
$4.54M – – –
SPF
3624
South Plains Financial
Texas
$4.54M +$4.59M +10,775 New
SIC
3625
Samalin Investment Counsel
New York
$4.54M +$49K +115 +1%
143 144
145
146 147