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Name Holding Trade Value Shares
Change 		Change in
Stake
KLCM
2176
KG&L Capital Management
Louisiana
$997K -$297K -1,438 -22%
PP
2177
PDS Planning
Ohio
$995K +$99.4K +481 +11%
OWA
2178
One Wealth Advisors
California
$993K -$155K -751 -13%
TA
2179
TCM Advisors
West Virginia
$993K – – –
SW
2180
SteelPeak Wealth
California
$991K -$317K -1,533 -23%
GC
2181
Gould Capital
Washington
$990K -$33.1K -160 -3%
DS
2182
DRW Securities
Illinois
$989K -$957K -4,631 -48%
EI
2183
Ellevest Inc
New York
$988K +$50K +242 +5%
NB
2184
Nicolet Bankshares
Wisconsin
$981K -$2.69K -13 -0.3%
KSWA
2185
Kathleen S. Wright Associates
Pennsylvania
$977K +$207 +1 +0%
SIM
2186
Sterling Investment Management
Arizona
$973K -$38K -184 -4%
FWP
2187
FAS Wealth Partners
Kansas
$973K +$160K +775 +19%
XF
2188
XML Financial
Maryland
$971K -$472K -2,286 -32%
SCP
2189
Stamos Capital Partners
California
$971K +$227K +1,100 +29%
KIG
2190
Kowal Investment Group
Wisconsin
$971K +$337K +1,632 +49%
FB
2191
First Bancorp
Maine
$970K +$110K +533 +12%
BMC
2192
Beaton Management Company
Massachusetts
$969K – – –
SAM
2193
S.A. Mason
Michigan
$965K +$2.27K +11 +0.2%
MS
2194
Maven Securities
Jersey
$965K +$145K +700 +17%
PWP
2195
Pursue Wealth Partners
California
$963K -$145K -700 -13%
GWCM
2196
Godshalk Welsh Capital Management
Pennsylvania
$961K – – –
TW
2197
TrinityPoint Wealth
Connecticut
$960K -$494K -2,390 -33%
WIC
2198
Woodmont Investment Counsel
Tennessee
$960K +$75.6K +366 +8%
DWM
2199
Drive Wealth Management
Utah
$959K +$142K +686 +16%
ECM
2200
Estabrook Capital Management
New York
$959K -$39.1K -189 -4%
86 87
88
89 90