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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1651
Rossby Financial
Florida
$412K +$49.5K +265 +13%
MWM
1652
Maridea Wealth Management
New York
$412K +$26.1K +140 +7%
CPCM
1653
Cardinal Point Capital Management
Ontario, Canada
$411K -$123K -660 -23%
JCM
1654
Jacobsen Capital Management
Utah
$410K +$1.87K +10 +0.5%
SB
1655
Strategic Blueprint
Georgia
$410K +$19.6K +105 +5%
MAG
1656
MRA Advisory Group
New Jersey
$409K -$47.6K -255 -10%
EIA
1657
Edgemoor Investment Advisors
Maryland
$408K -$14.9K -80 -3%
AFS
1658
Anderson Financial Strategies
Ohio
$406K – – –
PWM
1659
Pines Wealth Management
North Carolina
$403K -$128K -685 -24%
EAM
1660
Exane Asset Management
France
$402K – – –
PB
1661
Pinnacle Bancorp
Nebraska
$402K +$25.2K +135 +7%
CWP
1662
Cyndeo Wealth Partners
Florida
$401K +$407K +2,180 New
YP
1663
YANKCOM Partnership
South Dakota
$401K +$7.47K +40 +2%
DJYG
1664
David J. Yvars Group
Florida
$400K – – –
KCM
1665
Kathmere Capital Management
Pennsylvania
$400K +$61.6K +330 +18%
CCA
1666
Catalyst Capital Advisors
New York
$399K -$17.7K -95 -4%
NWA
1667
New World Advisors
Massachusetts
$398K +$31.8K +170 +9%
LEA
1668
Legacy Edge Advisors
New York
$398K -$11.2K -60 -3%
CIG
1669
Cascade Investment Group
Colorado
$397K +$15.9K +85 +4%
FDCP
1670
Foster Dykema Cabot & Partners
Massachusetts
$396K +$17.7K +95 +5%
PL
1671
Plancorp LLC
Missouri
$395K -$28K -150 -7%
PAS
1672
Parsonex Advisory Services
Colorado
$395K -$934 -5 -0.2%
KC
1673
Knuff & Co
California
$391K – – –
WOC
1674
West Oak Capital
California
$390K -$57.9K -310 -13%
BFIM
1675
Beese Fulmer Investment Management
Ohio
$390K -$48.6K -260 -11%
65 66
67
68 69