Name Holding Trade Value Shares
Change
Change in
Stake
AFG
2276
Atomi Financial Group
New York
$521K +$551K +12,758 New
MAM
2277
McLean Asset Management
Virginia
$520K -$34.6K -801 -6%
DAM
2278
Derbend Asset Management
Georgia
$520K -$37.7K -873 -6%
CWM
2279
Centurion Wealth Management
Virginia
$518K -$37.5K -868 -6%
DRD
2280
Dennis R. Delaney
$518K -$43.2K -1,000 -7%
LA
2281
Latitude Advisors
Florida
$518K -$7.95K -184 -1%
KWA
2282
KCS Wealth Advisory
California
$517K -$174K -4,034 -24%
NME
2283
Notis-McConarty Edward
$517K – – –
BMCM
2284
Burns Matteson Capital Management
New York
$517K -$14.6K -339 -3%
PD
2285
Planning Directions
Pennsylvania
$516K -$28.9K -669 -5%
SIC
2286
Sterling Investment Counsel
New York
$516K -$171K -3,949 -24%
LHC
2287
Little House Capital
Massachusetts
$515K +$14.9K +346 +3%
JF
2288
JSF Financial
California
$515K -$54.2K -1,255 -9%
CWM
2289
Chesapeake Wealth Management
Virginia
$515K -$11.9K -275 -2%
NFSG
2290
Newbridge Financial Services Group
Florida
$512K +$45K +1,041 +9%
BONST
2291
Bank of Nova Scotia Trust
Ontario, Canada
$512K -$479K -11,095 -47%
MTC
2292
Matrix Trust Company
Colorado
$511K +$13.6K +315 +3%
RGC
2293
Roberts, Glore & Co
Illinois
$510K +$27.7K +642 +5%
ML
2294
McAdam LLC
Pennsylvania
$510K +$158K +3,666 +42%
TCMP
2295
Thrive Capital Management (Pennsylvania)
Pennsylvania
$509K +$101K +2,336 +23%
OCM
2296
Orion Capital Management
California
$509K -$13K -300 -2%
WIC
2297
Whitegate Investment Counselors
New Hampshire
$508K – – –
MFGM
2298
Marshall Financial Group (Maryland)
Maryland
$508K -$3.07K -71 -0.6%
VCS
2299
Vaughan & Co Securities
New Jersey
$507K +$16.5K +381 +3%
CWM
2300
CarsonAllaria Wealth Management
Illinois
$506K +$2.85K +66 +0.5%