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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
2426
Carmel Capital Partners
California
$310K – – –
BFC
2427
Bedel Financial Consulting
Indiana
$309K +$3.41K +82 +1%
LWM
2428
Lakeridge Wealth Management
Ohio
$309K -$30.5K -732 -10%
LDB
2429
Lee, Danner & Bass
Tennessee
$308K -$8.7K -209 -3%
JCM
2430
Jag Capital Management
Missouri
$307K -$3.66K -88 -1%
KWA
2431
Kondo Wealth Advisors
California
$305K +$1.04K +25 +0.4%
AWMM
2432
Aegis Wealth Management (Maryland)
Maryland
$304K +$208 +5 +0.1%
SWK
2433
Stephen W. Kidder
$303K – – –
GSWM
2434
Greenup Street Wealth Management
Michigan
$303K +$278K +6,677 New
SFS
2435
Strategic Financial Services
New York
$302K -$18.6K -447 -6%
AIM
2436
Alhambra Investment Management
Florida
$302K – – –
CCAM
2437
Cascades Capital Asset Management
North Carolina
$302K +$8.33K +200 +3%
CWA
2438
CJM Wealth Advisers
Virginia
$301K +$277K +6,645 New
FZCM
2439
Flynn Zito Capital Management
New York
$301K -$2.33K -56 -0.8%
YIH
2440
Y-Intercept (HK)
Hong Kong
$301K -$521K -12,523 -65%
PFG
2441
Putney Financial Group
California
$301K -$37.1K -890 -12%
MCM
2442
MV Capital Management
Maryland
$301K +$3.33K +80 +1%
SPWG
2443
Syntegra Private Wealth Group
Missouri
$301K -$11.2K -270 -4%
SIA
2444
SGL Investment Advisors
Montana
$300K -$6.16K -148 -2%
KCM
2445
Kendall Capital Management
Maryland
$299K +$62.2K +1,493 +29%
TW
2446
TritonPoint Wealth
Maryland
$298K +$25K +601 +10%
SIAG
2447
Signet Investment Advisory Group
Rhode Island
$297K – – –
SA
2448
Stewardship Advisors
Pennsylvania
$297K +$2.96K +71 +1%
EWM
2449
Elevatus Welath Management
New York
$296K -$2.54K -61 -0.9%
AC
2450
Addison Capital
Pennsylvania
$296K -$24.1K -580 -8%
96 97
98
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