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Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
2501
PKS Advisory Services
New York
$501K +$28.9K +268 +5%
SFP
2502
Shepherd Financial Partners
Massachusetts
$501K -$10.9K -101 -2%
BAM
2503
Brave Asset Management
New Jersey
$500K +$10.8K +100 +2%
MCM
2504
MV Capital Management
Maryland
$499K +$1.08K +10 +0.2%
LF
2505
LifeSteps Financial
California
$498K +$14K +130 +3%
CSA
2506
Cottage Street Advisors
Massachusetts
$497K -$591K -5,478 -51%
GA
2507
GFS Advisors
Texas
$497K -$14K -130 -2%
AM
2508
Atwater Malick
Pennsylvania
$497K – – –
BFA
2509
Beaumont Financial Advisors
Massachusetts
$497K +$34.3K +318 +6%
WFAG
2510
Wescott Financial Advisory Group
Pennsylvania
$496K +$161K +1,492 +39%
LWM
2511
Lighthouse Wealth Management
Ohio
$496K +$37.6K +349 +7%
GHAM
2512
Gilman Hill Asset Management
Connecticut
$495K +$60.4K +560 +12%
TFA
2513
Toth Financial Advisory
Virginia
$493K -$677K -6,279 -54%
RMCM
2514
Reynders McVeigh Capital Management
Massachusetts
$493K – – –
SIG
2515
Sargent Investment Group
Maryland
$491K +$565K +5,240 New
SPC
2516
Spirepoint Private Client
Florida
$491K +$18K +167 +3%
WPW
2517
Waldron Private Wealth
Pennsylvania
$490K -$353K -3,270 -38%
TSS
2518
Two Sigma Securities
New York
$490K +$564K +5,227 New
JPLA
2519
Joseph P. Lucia & Associates
New York
$490K -$372K -3,446 -40%
FM
2520
Family Management
New York
$490K +$69.4K +644 +14%
EC
2521
EdgeRock Capital
Colorado
$490K +$39K +362 +7%
KCP
2522
Kera Capital Partners
California
$490K +$73.6K +683 +13%
SCM
2523
Sandler Capital Management
New York
$489K -$1.84M -17,070 -77%
RCG
2524
Ruane, Cunniff & Goldfarb
New York
$489K -$88.4K -820 -14%
TDC
2525
Thompson Davis & Co
Virginia
$489K – – –
99 100
101
102 103