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Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
1301
J.M. Forbes & Co
Massachusetts
$697K +$3.92K +50 +0.6%
CC
1302
Chicago Capital
Illinois
$696K -$378K -4,824 -38%
FA
1303
Fountainhead AM
New Jersey
$693K +$38K +485 +7%
BIAS
1304
Beacon Investment Advisory Services
New Jersey
$692K +$263K +3,352 +75%
LCGC
1305
Legacy Capital Group California
California
$691K +$56.2K +716 +10%
RBC
1306
Romano Brothers & Co
Illinois
$691K -$25.9K -330 -4%
NC
1307
Northcape Capital
Australia
$688K -$108K -1,382 -15%
MA
1308
MCF Advisors
Kentucky
$686K +$115K +1,462 +23%
HCM
1309
Howard Capital Management
Georgia
$686K +$608K +7,758 New
LP
1310
LGL Partners
Pennsylvania
$686K -$35.1K -448 -5%
CA
1311
CWC Advisors
Oregon
$686K +$608K +7,755 New
ZDA
1312
Zweig-DiMenna Associates
New York
$685K – – –
RWM
1313
Ritholtz Wealth Management
New York
$681K -$274K -3,496 -31%
PHS
1314
Pekin Hardy Strauss
Illinois
$680K +$12.2K +155 +2%
AWAU
1315
Alliance Wealth Advisors (Utah)
Utah
$680K -$1.58M -20,131 -72%
PPWM
1316
Paragon Private Wealth Management
Kentucky
$677K -$26K -332 -4%
TF
1317
Trek Financial
Arizona
$675K +$212K +2,709 +55%
TTWM
1318
TCV Trust & Wealth Management
Virginia
$674K -$1.88K -24 -0.3%
KIC
1319
Kensington Investment Counsel
California
$671K -$11.9K -152 -2%
CGL
1320
Clarius Group LLC
Washington
$669K -$70.8K -903 -11%
DFCM
1321
Dark Forest Capital Management
Puerto Rico
$668K +$246K +3,140 +71%
MSAM
1322
Moloney Securities Asset Management
Missouri
$667K -$58.2K -742 -9%
AWE
1323
Avidian Wealth Enterprises
Texas
$663K +$55.9K +713 +11%
TW
1324
TritonPoint Wealth
Maryland
$662K -$402K -5,120 -41%
PPW
1325
Parcion Private Wealth
Washington
$660K – – –
51 52
53
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