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Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
3301
Legacy Capital Group California
California
$372K +$11.9K +43 +3%
FC
3302
Financial Council
Maryland
$372K – – –
EWS
3303
Evergreen Wealth Solutions
Pennsylvania
$371K -$3.59K -13 -1%
HI
3304
Humankind Investments
New York
$370K -$12.1K -44 -3%
KFC
3305
Klingenstein Fields & Co
New York
$370K -$1.93K -7 -0.5%
FWM
3306
FFT Wealth Management
Pennsylvania
$370K +$17.7K +64 +5%
FCMC
3307
Founders Capital Management (Connecticut)
Connecticut
$370K +$19.6K +71 +6%
GC
3308
Gibson Capital
Pennsylvania
$369K – – –
TFF
3309
The Family Firm
Maryland
$368K +$552 +2 +0.2%
PFM
3310
Phillips Financial Management
Indiana
$367K +$2.76K +10 +0.8%
MSA
3311
McAlister Sweet & Associates
Texas
$366K -$10.5K -38 -3%
KFA
3312
Kelleher Financial Advisors
New York
$365K – – –
AA
3313
AJ Advisors
Tennessee
$365K -$14.1K -51 -4%
CWA
3314
Clarus Wealth Advisors
Arizona
$365K -$6.07K -22 -2%
CICC
3315
Capital Investment Counsel (Colorado)
Colorado
$364K -$102K -370 -22%
NC
3316
Napatree Capital
Rhode Island
$364K +$2.76K +10 +0.7%
PA
3317
Prism Advisors
California
$363K – – –
CHA
3318
Cooper/Haims Advisors
New York
$363K +$19.6K +71 +6%
CF
3319
Convergence Financial
Missouri
$363K +$359K +1,300 New
DFCM
3320
Dark Forest Capital Management
Puerto Rico
$363K +$76.5K +277 +27%
BCMLT
3321
Beacon Capital Management LLC (Tennessee)
Tennessee
$362K +$71.8K +260 +25%
CIA
3322
Caerus Investment Advisors
Texas
$358K – – –
DIA
3323
Dean Investment Associates
Ohio
$357K -$38.7K -140 -10%
MBI
3324
May Barnhard Investments
Maryland
$356K -$25.1K -91 -7%
PFT
3325
Providence First Trust
Arizona
$355K +$351K +1,273 New
131 132
133
134 135