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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2301
Commons Capital
Massachusetts
$491K +$3.07K +58 +0.6%
KFI
2302
Key Financial Inc
Pennsylvania
$490K -$190K -3,588 -27%
ZIG
2303
Zuckerman Investment Group
Illinois
$489K +$129K +2,435 +34%
BDF
2304
Black Diamond Financial
Maryland
$489K +$249K +4,708 +96%
BCM
2305
Boltwood Capital Management
California
$488K -$118K -2,233 -19%
CIC
2306
Chase Investment Counsel
Virginia
$488K -$15.2K -286 -3%
NAS
2307
Nicolet Advisory Services
Wisconsin
$488K +$24.3K +459 +5%
CHAM
2308
Clear Harbor Asset Management
Connecticut
$486K -$27.4K -518 -5%
IWP
2309
Icon Wealth Partners
Texas
$485K -$1.55M -29,220 -75%
GCM
2310
Gibraltar Capital Management
Oklahoma
$485K -$99.2K -1,872 -16%
BFC
2311
Bedel Financial Consulting
Indiana
$484K -$3.5K -66 -0.7%
GPWA
2312
Great Point Wealth Advisors
Massachusetts
$484K -$530 -10 -0.1%
A
2313
Astrantus
Cyprus
$484K +$245K +4,620 +95%
PAM
2314
Peak Asset Management
Colorado
$483K -$27.7K -522 -5%
PWS
2315
Peterson Wealth Services
Utah
$483K +$128K +2,414 +34%
AWM
2316
Affinity Wealth Management
Delaware
$482K -$56.8K -1,073 -11%
HWA
2317
HCR Wealth Advisors
California
$482K -$16K -302 -3%
BFA
2318
BMS Financial Advisors
South Dakota
$482K -$2.54K -48 -0.5%
LWM
2319
Liberty Wealth Management
California
$482K +$35.4K +669 +8%
DFG
2320
Demars Financial Group
Washington
$481K +$501K +9,451 New
GD
2321
Grandfield & Dodd
New York
$480K +$23.9K +452 +5%
FNWM
2322
Financial Network Wealth Management
Utah
$479K – – –
HP
2323
Hikari Power
Japan
$479K – – –
BOM
2324
Bank of Marin
California
$478K -$13K -245 -3%
WF
2325
Wayfinding Financial
Washington
$477K +$40.8K +771 +8%
91 92
93
94 95