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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1601
Legacy Financial Advisors
Kentucky
$363K +$64.9K +698 +17%
LB
1602
Legacy Bridge
Iowa
$363K – – –
TCM
1603
Tributary Capital Management
Nebraska
$362K -$9.29K -100 -2%
PIM
1604
Progressive Investment Management
Oregon
$362K – – –
CCP
1605
Clough Capital Partners
Massachusetts
$362K +$446K +4,800 New
MIM
1606
Miller Investment Management
Pennsylvania
$360K – – –
AWAG
1607
ARS Wealth Advisors Group
Florida
$359K +$1.95K +21 +0.4%
WG
1608
Wealth Group
North Carolina
$359K -$28.4K -306 -6%
CFP
1609
Catalyst Financial Partners
Massachusetts
$358K +$96.7K +1,041 +28%
PCM
1610
Prelude Capital Management
New York
$357K -$247K -2,658 -36%
AWM
1611
Ameliora Wealth Management
Switzerland
$357K – – –
TFO
1612
Tarbox Family Office
California
$356K – – –
GCM
1613
Gladius Capital Management
Illinois
$355K +$1.86K +20 +0.4%
ONST
1614
Old North State Trust
North Carolina
$355K -$17.7K -190 -4%
DSN
1615
D. Scott Neal
Kentucky
$355K – – –
SFS
1616
Strategic Financial Services
New York
$355K – – –
MCM
1617
Maple Capital Management
Vermont
$354K -$6.67M -71,723 -94%
PSB
1618
Piscataqua Savings Bank
New Hampshire
$354K -$2.42K -26 -0.6%
PGWM
1619
Parisi Gray Wealth Management
New Jersey
$351K -$760K -8,177 -64%
HOWA
1620
Heritage Oak Wealth Advisors
Florida
$351K +$432K +4,652 New
CNFG
1621
Creegan & Nassoura Financial Group
New Hampshire
$350K – – –
CAM
1622
Carret Asset Management
New York
$350K -$323K -3,480 -43%
JEST
1623
JTC Employer Solutions Trustee
Jersey
$349K – – –
FG
1624
Foster Group
Iowa
$349K +$50.6K +545 +13%
WP
1625
WMS Partners
Maryland
$347K +$43.1K +464 +11%
63 64
65
66 67