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Name Holding Trade Value Shares
Change 		Change in
Stake
JDR
3101
Jay D. Rosenbaum
$520K – – –
RB
3102
Rodgers Brothers
Pennsylvania
$518K +$200K +725 +64%
JWM
3103
Jeppson Wealth Management
California
$517K -$1.93K -7 -0.4%
EWA
3104
Evolution Wealth Advisors
Florida
$517K +$27.9K +101 +6%
MIG
3105
McGuire Investment Group
Rhode Island
$516K -$8.56K -31 -2%
SWM
3106
StoneCrest Wealth Management
Arizona
$512K -$12.4K -45 -2%
SFA
3107
Source Financial Advisors
New York
$511K -$77.9K -282 -13%
1CP
3108
17 Capital Partners
Arizona
$511K – – –
CWM
3109
Chesapeake Wealth Management
Virginia
$511K +$4.14K +15 +0.8%
PPW
3110
Parcion Private Wealth
Washington
$510K – – –
CCG
3111
Coastwise Capital Group
California
$509K +$9.94K +36 +2%
PAG
3112
Paladin Advisory Group
Iowa
$508K – – –
LF
3113
Lantz Financial
Illinois
$508K +$56.6K +205 +13%
NCTC
3114
New Covenant Trust Company
Indiana
$508K +$502K +1,819 New
BIA
3115
Biondo Investment Advisors
Pennsylvania
$506K -$4.97K -18 -1%
CMI
3116
Clare Market Investments
Texas
$505K +$276K +1,000 +123%
PA
3117
Probity Advisors
Texas
$505K – – –
EFI
3118
EHP Funds Inc
Canada
$502K -$387K -1,400 -44%
CHA
3119
Carmichael Hill & Associates
Maryland
$502K -$13.3K -48 -3%
CPA
3120
Clear Point Advisors
New York
$500K +$26.8K +97 +6%
FA
3121
Financial Alternatives
California
$498K +$276 +1 +0.1%
IA
3122
Insight Advisors
Pennsylvania
$497K -$14.4K -52 -3%
YWS
3123
Yarger Wealth Strategies
Ohio
$497K +$85K +308 +21%
RWPA
3124
Richard W. Paul & Associates
Michigan
$497K -$17.4K -63 -3%
FCM
3125
Family Capital Management
Michigan
$496K -$184K -668 -27%
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