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Name Holding Trade Value Shares
Change 		Change in
Stake
LCG
1951
Lynx Capital Group
Ohio
$2.58M -$27K -100 -1%
PH
1952
Pinnacle Holdings
Oklahoma
$2.57M -$1.62K -6 -0.1%
HAC
1953
Harbor Advisory Corp
New Hampshire
$2.57M +$94.6K +350 +4%
KA
1954
Klingman & Associates
New York
$2.56M +$1.49M +5,497 +144%
WCM
1955
Weaver Capital Management
Georgia
$2.56M -$173K -639 -6%
SG
1956
StoneX Group
New York
$2.56M +$113K +418 +5%
LA
1957
LM Advisors
California
$2.55M -$937K -3,465 -27%
RAM
1958
Ramirez Asset Management
New York
$2.54M +$16.2K +60 +0.7%
HFA
1959
Harbert Fund Advisors
Alabama
$2.54M +$473K +1,750 +23%
CRI
1960
Commonwealth Retirement Investments
Virginia
$2.54M +$72.2K +267 +3%
RPCONE
1961
Retirement Planning Company of New England
Rhode Island
$2.54M +$164K +607 +7%
EFG
1962
Everhart Financial Group
Ohio
$2.54M +$117K +432 +5%
DC
1963
DeDora Capital
California
$2.54M +$8.65K +32 +0.3%
JHCP
1964
Jackson Hole Capital Partners
Oklahoma
$2.53M +$66.5K +246 +3%
MFG
1965
MidWestOne Financial Group
Iowa
$2.53M -$38.4K -142 -2%
CIA
1966
Compass Ion Advisors
Pennsylvania
$2.53M -$5.95K -22 -0.2%
CWM
1967
Compass Wealth Management
Connecticut
$2.53M -$4.05K -15 -0.2%
CA
1968
Claro Advisors
Massachusetts
$2.53M +$743K +2,750 +43%
SFPG
1969
Stonebridge Financial Planning Group
Florida
$2.53M -$21.6K -80 -0.9%
PP
1970
PDS Planning
Ohio
$2.52M +$13.5K +50 +0.5%
LPT
1971
Legacy Private Trust
Wisconsin
$2.52M +$121K +449 +5%
AW
1972
Alaethes Wealth
Nevada
$2.52M +$94.1K +348 +4%
FPCP
1973
Fort Point Capital Partners
California
$2.52M +$327K +1,210 +15%
MG
1974
Marex Group
$2.52M +$49.7K +184 +2%
WAG
1975
Winthrop Advisory Group
Massachusetts
$2.52M -$8.92K -33 -0.4%
77 78
79
80 81