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Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
2401
Monterey Private Wealth
California
$889K +$15.4K +69 +2%
AIS
2402
AM Investment Strategies
Tennessee
$888K – – –
LA
2403
Latitude Advisors
Florida
$886K -$52.3K -235 -6%
BOPW
2404
Brandywine Oak Private Wealth
Pennsylvania
$886K +$1.33K +6 +0.2%
JF
2405
JSF Financial
California
$885K +$55.2K +248 +7%
TIM
2406
Tevis Investment Management
Texas
$885K +$3.34K +15 +0.4%
ME
2407
McIlrath & Eck
Washington
$885K +$98.4K +442 +13%
BFA
2408
Bragg Financial Advisors
North Carolina
$884K +$5.57K +25 +0.6%
APA
2409
Astoria Portfolio Advisors
New York
$884K -$70.1K -315 -8%
CCP
2410
Clarkston Capital Partners
Michigan
$878K -$42.3K -190 -5%
MC
2411
McMorgan & Co
California
$877K -$22.3K -100 -3%
LAM
2412
L2 Asset Management
Massachusetts
$877K +$37.2K +167 +4%
HCP
2413
Holt Capital Partners
Texas
$876K -$3.34K -15 -0.4%
BCM
2414
Basso Capital Management
Connecticut
$876K – – –
MA
2415
MJP Associates
Connecticut
$876K +$32.9K +148 +4%
DBRC
2416
D.B. Root & Company
Pennsylvania
$870K -$22.3K -100 -3%
GD
2417
Grandfield & Dodd
New York
$869K – – –
IAS
2418
Investment Advisory Services
Texas
$868K – – –
PFA
2419
Pathway Financial Advisers
Indiana
$868K +$57.4K +258 +7%
SOS
2420
Silver Oak Securities
Tennessee
$865K -$36.9K -166 -4%
SFG
2421
StrategIQ Financial Group
Indiana
$864K – – –
AWS
2422
Aspen Wealth Strategies
Colorado
$861K -$12.2K -55 -1%
AWA
2423
AmeriServ Wealth Advisors
Pennsylvania
$860K -$4.01K -18 -0.5%
SWA
2424
Strata Wealth Advisors
Texas
$860K -$77.2K -347 -8%
MFG
2425
Midwest Financial Group
Kansas
$855K +$844K +3,790 New
95 96
97
98 99