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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2101
Marion Wealth Management
Pennsylvania
$1.02M +$433 +20 +0.1%
CFO
2102
Collective Family Office
Pennsylvania
$1.02M +$125K +5,780 +19%
ECA
2103
Elevated Capital Advisors
Utah
$1.02M -$33.1K -1,530 -4%
CIC
2104
Cornercap Investment Counsel
Georgia
$1.02M +$92K +4,250 +13%
FIM
2105
Freedom Investment Management
Connecticut
$1.02M -$164K -7,580 -17%
JIC
2106
Joel Isaacson & Co
New York
$1.02M +$231K +10,670 +41%
JCM
2107
Jacobsen Capital Management
Utah
$1.02M +$791K +36,550 New
BFIM
2108
Beese Fulmer Investment Management
Ohio
$1.01M +$207K +9,580 +36%
CIP
2109
Convergence Investment Partners
Florida
$1.01M -$23.6K -1,090 -3%
AIC
2110
Archer Investment Corporation
Indiana
$1.01M -$24.7K -1,140 -3%
BFA
2111
Benedict Financial Advisors
Georgia
$1.01M -$43.3K -2,000 -5%
SWP
2112
Semus Wealth Partners
Florida
$1.01M -$148K -6,840 -16%
IWA
2113
IVC Wealth Advisors
Pennsylvania
$1M -$29.4K -1,360 -4%
PWAM
2114
Pinnacle West Asset Management
Wyoming
$998K +$778K +35,930 New
FANJ
2115
Financial Architects (New Jersey)
New Jersey
$994K -$170K -7,860 -18%
DBRC
2116
D.B. Root & Company
Pennsylvania
$992K -$24.9K -1,150 -3%
AF
2117
Aldebaran Financial
$991K -$448K -20,690 -37%
BM
2118
Brandywine Managers
Delaware
$990K – – –
MPCG
2119
Matrix Private Capital Group
New York
$989K -$180K -8,310 -19%
BCCM
2120
Bridge Creek Capital Management
Massachusetts
$987K +$206K +9,500 +36%
DCM
2121
DGS Capital Management
New Jersey
$982K +$108K +5,010 +17%
RW
2122
Rede Wealth
Virginia
$981K – – –
MWM
2123
Modera Wealth Management
New Jersey
$975K +$226K +10,430 +42%
B
2124
Barings
North Carolina
$974K -$356K -16,460 -32%
PR
2125
Payden & Rygel
California
$972K – – –
83 84
85
86 87