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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1626
Strait & Sound Wealth Management
California
$650K -$127K -3,752 -16%
MVA
1627
Mount Vernon Associates
Maryland
$650K +$4.7K +139 +0.7%
RL
1628
Rogco LP
Oklahoma
$649K +$677K +20,039 New
BIA
1629
Bigelow Investment Advisors
Maine
$649K -$44.1K -1,304 -6%
NIM
1630
Needham Investment Management
New York
$648K – – –
NCM
1631
NCM Capital Management
New Jersey
$645K -$11.8K -350 -2%
ML
1632
McAdam LLC
Pennsylvania
$638K +$3.04K +90 +0.5%
PWLP
1633
Prio Wealth Limited Partnership
Massachusetts
$638K -$19.2K -567 -3%
MFG
1634
Mainsail Financial Group
Washington
$631K +$130K +3,861 +24%
HCM
1635
Hodges Capital Management
Texas
$631K +$658K +19,473 New
TF
1636
Trek Financial
Arizona
$630K -$43.1K -1,275 -6%
BTI
1637
Blue Trust Inc
Georgia
$629K +$85.9K +2,542 +18%
HWM
1638
Horizon Wealth Management
Illinois
$628K +$89.7K +2,655 +16%
CIA
1639
Compass Ion Advisors
Pennsylvania
$628K +$654K +19,369 New
SC
1640
Steph & Co
Wisconsin
$627K -$137K -4,060 -17%
I
1641
InceptionR
California
$626K +$653K +19,328 New
SP
1642
Symmetry Partners
Connecticut
$625K -$1.54M -45,696 -70%
FAG
1643
Fortitude Advisory Group
Washington
$625K +$45.1K +1,334 +7%
CFAM
1644
Center For Asset Management
Florida
$625K +$4.05K +120 +0.6%
RAG
1645
RIA Advisory Group
Iowa
$625K +$74.8K +2,213 +13%
GI
1646
Gradient Investments
Minnesota
$624K -$76.6K -2,266 -11%
JIP
1647
Jaffetilchin Investment Partners
Florida
$623K -$134K -3,970 -17%
TCMP
1648
Thrive Capital Management (Pennsylvania)
Pennsylvania
$623K -$8.07K -239 -1%
WPW
1649
Waldron Private Wealth
Pennsylvania
$622K -$137K -4,057 -17%
FA
1650
Financial Advisors
Massachusetts
$619K -$2.06K -61 -0.3%
64 65
66
67 68