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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1426
Marathon Capital Management
Maryland
$682K -$2.6K -25 -0.4%
GPA
1427
Garrison Point Advisors
California
$682K -$5.19K -50 -0.7%
SW
1428
SlateStone Wealth
Florida
$681K +$311 +3 +0%
CP
1429
Capital Planning
Washington
$680K – – –
CA
1430
Callahan Advisors
Texas
$680K +$210K +2,020 +42%
TCM
1431
Traynor Capital Management
Pennsylvania
$678K +$9.86K +95 +1%
MMM
1432
Mendel Money Management
Illinois
$677K -$4.77K -46 -0.7%
FC
1433
Forte Capital
New York
$676K +$7.47K +72 +1%
IWA
1434
Intercontinental Wealth Advisors
Texas
$676K -$161K -1,548 -18%
PIA
1435
Perennial Investment Advisors
California
$675K +$74.7K +720 +12%
IBOK
1436
Independence Bank of Kentucky
Kentucky
$674K +$23.9K +230 +3%
TCM
1437
Twin Capital Management
Pennsylvania
$674K -$60.9K -587 -8%
BCMO
1438
Buckingham Capital Management (Ohio)
Ohio
$672K +$34.8K +335 +5%
HFM
1439
Harvest Fund Management
China
$672K -$237K -2,288 -25%
RLIM
1440
Red Lighthouse Investment Management
New York
$670K – – –
MBT
1441
Montecito Bank & Trust
California
$668K +$75.8K +730 +12%
DAS
1442
Dynamic Advisor Solutions
Arizona
$663K -$40.3K -388 -5%
ACMA
1443
Arbor Capital Management (Alaska)
Alaska
$662K – – –
WP
1444
WealthSpring Partners
California
$662K +$415 +4 +0.1%
CRI
1445
Colonial River Investments
Virginia
$662K -$169K -1,629 -20%
RSC
1446
Red Spruce Capital
Pennsylvania
$661K -$23.4K -225 -3%
AFT
1447
Alpha Family Trust
California
$659K – – –
WKWM
1448
Walter & Keenan Wealth Management
Indiana
$656K – – –
SPA
1449
Sherbrooke Park Advisers
New York
$656K +$688K +6,624 New
FPAS
1450
Focus Partners Advisor Solutions
Missouri
$656K +$264K +2,546 +63%
56 57
58
59 60