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Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
2401
American Money Management
California
$307K +$308K +7,103 New
CFP
2402
Cascade Financial Partners
California
$306K +$37.5K +865 +14%
AP
2403
Aspect Partners
Virginia
$306K +$43.8K +1,012 +17%
PSC
2404
Prentiss Smith & Co
Vermont
$306K – – –
LCM
2405
LCM Capital Management
Illinois
$305K +$823 +19 +0.3%
CWA
2406
Crux Wealth Advisors
California
$305K -$291K -6,727 -49%
AWMM
2407
Aegis Wealth Management (Maryland)
Maryland
$304K – – –
KFA
2408
Kapstone Financial Advisors
Ohio
$304K -$13.8K -319 -4%
CW
2409
Channel Wealth
California
$303K +$2.21K +51 +0.7%
EIP
2410
Ellis Investment Partners
Pennsylvania
$303K -$26K -600 -8%
KPWG
2411
KFA Private Wealth Group
Virginia
$303K +$67.9K +1,568 +29%
BAM
2412
BOCHK Asset Management
Hong Kong
$303K +$303K +7,000 New
BFC
2413
Bedel Financial Consulting
Indiana
$303K – – –
HKAM
2414
Horizon Kinetics Asset Management
New York
$303K +$866 +20 +0.3%
SWK
2415
Stephen W. Kidder
$301K +$12.2K +282 +4%
AT
2416
Avalon Trust
New Mexico
$301K +$130K +2,996 +76%
AC
2417
Addison Capital
Pennsylvania
$301K +$18.5K +428 +7%
RFS
2418
Richardson Financial Services
Massachusetts
$301K +$77.6K +1,792 +35%
LWA
2419
Lantern Wealth Advisors
New York
$300K +$716K +16,525 New
RC
2420
Rexford Capital
Texas
$300K +$300K +6,923 New
RS
2421
R Squared
Hong Kong
$299K -$159K -3,677 -35%
WCMN
2422
Westchester Capital Management (Nebraska)
Nebraska
$299K -$1.08K -25 -0.4%
RWP
2423
Revolve Wealth Partners
New Jersey
$299K -$32.3K -746 -10%
WF
2424
WoodTrust Financial
Wisconsin
$299K +$1.86K +43 +0.6%
PI
2425
Pettee Investors
Connecticut
$299K -$594K -13,724 -67%
95 96
97
98 99