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Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
976
J. Safra Asset Management
New York
$20.5K +$19.7K +85 New
CWP
977
Concord Wealth Partners
Virginia
$19.7K -$250K -1,082 -93%
EB
978
Eastern Bank
Massachusetts
$19.5K +$8.32K +36 +80%
TCM
979
TruNorth Capital Management
Michigan
$18.8K +$18K +78 New
DMBA
980
Deseret Mutual Benefit Administrators
Utah
$18.1K – – –
RF
981
Roxbury Financial
New Jersey
$18.1K – – –
SSG
982
Summit Securities Group
New York
$16.6K +$16K +69 New
AG
983
AmeriFlex Group
Nevada
$16.4K +$10.9K +47 +224%
CIAS
984
CBIZ Investment Advisory Services
Ohio
$15.9K +$11.3K +49 +288%
CPG
985
Cornerstone Planning Group
New Jersey
$15.7K +$36.1K +156 +184%
DWS
986
Dynamic Wealth Strategies
California
$15.6K – – –
RF
987
Rossby Financial
Florida
$15.1K -$925 -4 -6%
SIC
988
SJS Investment Consulting
Ohio
$13.7K +$12.3K +53 +1,325%
SVCP
989
Silicon Valley Capital Partners
California
$13.5K – – –
SL
990
Salomon & Ludwin
Virginia
$13.5K +$13.2K +57 New
S
991
Sachetta
Massachusetts
$12.5K +$2.54K +11 +27%
WA
992
Westfuller Advisors
New York
$12.5K +$12K +52 New
IWM
993
IMG Wealth Management
Florida
$12.3K – – –
NMG
994
New Millennium Group
Utah
$12K -$9.02K -39 -44%
MCM
995
MV Capital Management
Maryland
$12K -$4.62K -20 -29%
BCM
996
Blume Capital Management
California
$12K -$1.39K -6 -11%
LCM
997
Logan Capital Management
Pennsylvania
$12K – – –
CAL
998
Capital Advisors Ltd
Ohio
$12K -$5.55K -24 -32%
FPF
999
First Pacific Financial
Washington
$11.8K – – –
XC
1000
XY Capital
Hong Kong
$11.6K +$11.1K +48 New
38 39
40
41 42