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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
601
SKBA Capital Management
California
$310K – – –
JCM
602
Janney Capital Management
Pennsylvania
$308K +$34.9K +233 +13%
RMAM
603
Raab & Moskowitz Asset Management
New Jersey
$308K – – –
DFCM
604
Dark Forest Capital Management
Puerto Rico
$305K +$29.2K +195 +11%
TSWM
605
Tyler-Stone Wealth Management
Ohio
$305K +$30.7K +205 +11%
NWAG
606
Net Worth Advisory Group
Utah
$305K +$302K +2,020 New
GA
607
Geller Advisors
New York
$303K -$8.83K -59 -3%
SMA
608
Sage Mountain Advisors
Georgia
$300K -$24.7K -165 -8%
PCIA
609
Prime Capital Investment Advisors
Kansas
$300K +$43.1K +288 +17%
PFS
610
Prospera Financial Services
Texas
$299K +$2.54K +17 +0.9%
MPM
611
MBB Public Markets
Illinois
$299K -$3.13M -20,926 -91%
MCM
612
Manchester Capital Management
Vermont
$299K +$82.2K +549 +38%
ACA
613
Aptus Capital Advisors
Alabama
$298K +$2.69K +18 +0.9%
SFC
614
SYM Financial Corp
Indiana
$297K +$57K +381 +24%
CC
615
Callan Capital
California
$297K +$86.4K +577 +42%
CIA
616
Concurrent Investment Advisors
Florida
$295K +$17.5K +117 +6%
LWCFA
617
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$295K -$32.3K -216 -10%
PWPS
618
Pinnacle Wealth Planning Services
Ohio
$295K – – –
CCA
619
Cobblestone Capital Advisors
New York
$293K +$18K +120 +7%
MA
620
MONECO Advisors
Connecticut
$291K +$299 +2 +0.1%
PI
621
PEAK6 Investments
Illinois
$289K -$1.08M -7,241 -79%
GPA
622
Guerra Pan Advisors
New Jersey
$284K – – –
JCM
623
Jacobi Capital Management
Pennsylvania
$281K +$898 +6 +0.3%
EWA
624
EP Wealth Advisors
California
$278K +$275K +1,840 New
PPWP
625
Premier Path Wealth Partners
New Jersey
$277K -$2.69K -18 -1%
23 24
25
26 27