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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMNC
3451
Piedmont Capital Management (North Carolina)
North Carolina
$610K +$593K +1,740 New
SRC
3452
Shufro Rose & Co
New York
$610K +$29K +85 +5%
VDI
3453
Vaughan David Investments
Illinois
$610K -$7.16K -21 -1%
CF
3454
Carter Financial
California
$610K +$592K +1,739 New
CPA
3455
Clear Point Advisors
New York
$608K -$7.84K -23 -1%
DDPIC
3456
Deroy & Devereaux Private Investment Counsel
Michigan
$608K -$6.13K -18 -1%
CIM
3457
Capital Investment Management
Missouri
$606K +$588K +1,727 New
LWM
3458
LeConte Wealth Management
Tennessee
$605K -$341 -1 -0.1%
AF
3459
Apollon Financial
South Carolina
$603K +$83.5K +245 +17%
HZ
3460
Hixon Zuercher
Ohio
$603K -$93K -273 -14%
EWS
3461
Eagle Wealth Strategies
New Jersey
$602K +$5.45K +16 +0.9%
TPWA
3462
Twin Peaks Wealth Advisors
California
$601K +$75K +220 +14%
LGG
3463
Luts & Greenleigh Group
Maryland
$600K -$22.8K -67 -4%
BAM
3464
Bosun Asset Management
Illinois
$600K – – –
MHR
3465
Matthew Hamilton Rosenberg
$600K +$54.9K +161 +10%
WF
3466
Wayfinding Financial
Washington
$599K -$1.02K -3 -0.2%
CL
3467
CLG LLC
California
$598K -$10.2K -30 -2%
JEST
3468
JTC Employer Solutions Trustee
Jersey
$596K – – –
MO
3469
McMillan Office
Michigan
$594K +$577K +1,695 New
AU
3470
AlphaGrep UK
$594K +$577K +1,694 New
MFWP
3471
Mosaic Family Wealth Partners
Missouri
$594K -$23.5K -69 -4%
RA
3472
Riversedge Advisors
Delaware
$593K -$136K -400 -19%
BL
3473
Balentine LLC
Georgia
$591K -$12.6K -37 -2%
PIWA
3474
Prevail Innovative Wealth Advisors
Kansas
$590K +$6.81K +20 +1%
GCM
3475
Gunpowder Capital Management
Maryland
$589K +$572K +1,680 New
137 138
139
140 141