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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1426
AR Asset Management
California
$1.08M – – –
CAG
1427
Crestwood Advisors Group
Massachusetts
$1.08M +$247K +2,638 +32%
SGAM
1428
Smith Group Asset Management
Texas
$1.08M -$42.1K -450 -4%
LOAMU
1429
Lombard Odier Asset Management (USA)
New York
$1.07M – – –
PFS
1430
Physicians Financial Services
North Carolina
$1.06M -$9.35K -100 -0.9%
FFO
1431
Fiduciary Family Office
Florida
$1.06M +$20.1K +215 +2%
PCA
1432
Peddock Capital Advisors
Massachusetts
$1.06M -$10.2K -109 -1%
MAWA
1433
Moss Adams Wealth Advisors
Washington
$1.06M +$15K +160 +2%
CPC
1434
Congress Park Capital
New York
$1.06M -$23.4K -250 -2%
MWM
1435
Meadowbrook Wealth Management
New York
$1.06M +$1.01M +10,781 New
FCP
1436
Fidelis Capital Partners
Florida
$1.06M +$170K +1,818 +20%
RC
1437
Rahlfs Capital
Texas
$1.06M – – –
TFS
1438
Thoroughbred Financial Services
Tennessee
$1.05M +$24.7K +264 +3%
WCM
1439
Weik Capital Management
Pennsylvania
$1.05M – – –
AA
1440
Alta Advisers
United Kingdom
$1.04M – – –
SFO
1441
Stokes Family Office
Louisiana
$1.04M +$51.8K +554 +6%
DAS
1442
Diversify Advisory Services
Utah
$1.04M +$87.6K +937 +10%
PCG
1443
Prosperity Consulting Group
Maryland
$1.03M +$50.5K +540 +5%
OBWG
1444
Onyx Bridge Wealth Group
New York
$1.03M +$110K +1,179 +13%
MG
1445
Mather Group
Illinois
$1.03M +$44.6K +477 +5%
SCM
1446
Schnieders Capital Management
California
$1.03M +$135K +1,445 +16%
EFS
1447
Essex Financial Services
Connecticut
$1.02M +$50K +535 +5%
DJSG
1448
D.J. St. Germain
Massachusetts
$1.02M -$158K -1,685 -14%
TCWA
1449
Turtle Creek Wealth Advisors
Texas
$1.02M +$395K +4,229 +68%
YAVAPFMC
1450
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.02M +$977K +10,444 New
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