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Name Holding Trade Value Shares
Change 		Change in
Stake
SJL
2251
Shayne & Jacobs LLC
Tennessee
$1.83M -$94.7K -884 -5%
GP
2252
Greenline Partners
New York
$1.83M – – –
BBA
2253
Braun-Bostich & Associates
Pennsylvania
$1.83M +$487K +4,550 +34%
MCG
2254
MACRO Consulting Group
New Jersey
$1.83M +$1.93M +17,987 New
SMC
2255
Smith, Moore & Co
Missouri
$1.83M -$15.1K -141 -0.8%
SFM
2256
Signet Financial Management
New Jersey
$1.82M +$101K +944 +6%
CCM
2257
Canal Capital Management
Virginia
$1.82M +$117K +1,094 +7%
CA
2258
Centerpoint Advisors
Massachusetts
$1.82M -$31.4K -293 -2%
MCM
2259
Monument Capital Management
Virginia
$1.82M – – –
HIC
2260
Harvey Investment Company
Kentucky
$1.81M -$21.4K -200 -1%
UCMOK
2261
United Capital Management of KS
Kansas
$1.81M +$105K +984 +6%
MFW
2262
Meristem Family Wealth
Minnesota
$1.81M -$49.7K -464 -3%
PIM
2263
Partner Investment Management
California
$1.8M +$947K +8,837 +99%
RCM
2264
Requisite Capital Management
Texas
$1.79M +$1.89M +17,666 New
REFI
2265
Requisite Energy Fund I
Texas
$1.79M +$1.89M +17,666 New
RTC
2266
Riverview Trust Company
Washington
$1.79M +$1.89M +17,657 New
CBFP
2267
Cedar Brook Financial Partners
Ohio
$1.79M +$1.89M +17,608 New
NED
2268
Nancy E. Dempze
$1.78M -$129K -1,206 -6%
LWM
2269
Liberty Wealth Management
California
$1.78M +$1.88M +17,528 New
SRCM
2270
Swift Run Capital Management
Virginia
$1.78M -$48.2K -450 -3%
CASB
2271
Cape Ann Savings Bank
Massachusetts
$1.78M +$33.3K +311 +2%
TWM
2272
Torch Wealth Management
Ohio
$1.77M +$438K +4,086 +31%
BWP
2273
Bernardo Wealth Planning
Pennsylvania
$1.76M +$1.86M +17,382 New
OFS
2274
Orrstown Financial Services
Pennsylvania
$1.76M -$34.3K -320 -2%
SLA
2275
Silver Lake Advisory
Utah
$1.76M -$14.6K -136 -0.8%
89 90
91
92 93