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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1276
Jacobi Capital Management
Pennsylvania
$206K +$175K +3,346 New
QPWM
1277
Quadrant Private Wealth Management
Pennsylvania
$206K -$248K -4,739 -59%
AGP
1278
Autumn Glory Partners
Texas
$206K +$169K +3,230 New
BWCS
1279
Beirne Wealth Consulting Services
Connecticut
$205K +$175K +3,337 New
CCA
1280
Childress Capital Advisors
Texas
$205K +$174K +3,323 New
PFPT
1281
Pinnacle Financial Partners (Tennessee)
Tennessee
$203K +$172K +3,292 New
IFPG
1282
Intrepid Financial Planning Group
Indiana
$203K +$172K +3,289 New
CA
1283
Cornerstone Advisory
Maryland
$202K +$171K +3,273 New
PPW
1284
Pasadena Private Wealth
California
$200K +$170K +3,250 New
EF
1285
Empirical Finance
Pennsylvania
$200K +$170K +3,249 New
HCM
1286
Hollencrest Capital Management
California
$198K +$95.2K +1,820 +130%
WPWM
1287
Western Pacific Wealth Management
Illinois
$196K +$37.3K +713 +29%
CCM
1288
Chilton Capital Management
Texas
$191K -$73.2K -1,400 -31%
CAC
1289
Core Alternative Capital
Georgia
$190K -$9K -172 -5%
RS
1290
Rakuten Securities
Japan
$188K +$159K +3,048 New
AA
1291
AlphaCentric Advisors
Puerto Rico
$185K -$15.6K -299 -9%
FCA
1292
FinTrust Capital Advisors
South Carolina
$185K +$72.8K +1,391 +87%
PIM
1293
Plato Investment Management
Australia
$182K +$155K +2,963 New
FHA
1294
First Horizon Advisors
Tennessee
$178K +$12.6K +241 +9%
ADL
1295
Asset Dedication LLC
California
$174K +$8.47K +162 +6%
CA
1296
Clearstead Advisors
Ohio
$172K -$188K -3,600 -56%
ECM
1297
EMC Capital Management
Texas
$172K – – –
DSC
1298
Duncker Streett & Co
Missouri
$171K – – –
PC
1299
Permit Capital
Pennsylvania
$168K +$143K +2,725 New
SG
1300
StepStone Group
California
$167K +$142K +2,718 New
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