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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1301
Dudley Capital Management
Virginia
$692K +$265K +2,674 +62%
FRA
1302
Frank Rimerman Advisors
California
$688K -$406K -4,105 -37%
B
1303
Birchbrook
Maine
$688K +$686K +6,927 New
LCGC
1304
Legacy Capital Group California
California
$688K -$16.1K -163 -2%
DE
1305
Diversified Enterprises
Delaware
$685K +$124K +1,251 +22%
EAM
1306
Eschler Asset Management
United Kingdom
$685K – – –
CFP
1307
Catalyst Financial Partners
Massachusetts
$684K -$148K -1,495 -18%
RTC
1308
Real Talk Capital
Tennessee
$680K +$66.7K +674 +11%
CCP
1309
Cane Capital Partners
Louisiana
$680K -$78.1K -789 -10%
LS
1310
Livforsakringsbolaget Skandia
Sweden
$680K – – –
LAM
1311
Lewis Asset Management
California
$679K +$474K +4,789 +234%
MWM
1312
Meridian Wealth Management
Kentucky
$677K -$317K -3,197 -32%
FCH
1313
Freestone Capital Holdings
Washington
$675K +$103K +1,040 +18%
GFP
1314
Gryphon Financial Partners
Ohio
$674K -$440K -4,447 -40%
ACM
1315
Advisors Capital Management
New Jersey
$673K -$3.9M -39,409 -85%
TWP
1316
Triad Wealth Partners
Kansas
$668K +$71.4K +721 +14%
TSS
1317
Two Sigma Securities
New York
$667K -$1.96M -19,788 -75%
CRC
1318
Curi RMB Capital
Illinois
$666K -$666K -6,730 -50%
VC
1319
VarCov Co
Connecticut
$664K +$662K +6,691 New
PSP
1320
Principal Street Partners
Tennessee
$661K -$9.31K -94 -1%
KIG
1321
Kennedy Investment Group
New Jersey
$661K +$126K +1,275 +24%
LC
1322
Lavelle Capital
California
$661K +$659K +6,658 New
KAS
1323
KPP Advisory Services
Kentucky
$659K +$63.9K +645 +11%
SFO
1324
Stenger Family Office
Illinois
$658K -$100K -1,011 -13%
RFC
1325
Regions Financial Corp
Alabama
$658K -$547K -5,528 -45%
51 52
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