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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1001
Cary Street Partners Investment Advisory
Virginia
$259K -$3.87K -25 -2%
LCM
1002
Leisure Capital Management
California
$259K -$1.55K -10 -0.6%
JC
1003
JB Capital
Connecticut
$258K +$3.41K +22 +1%
FWA
1004
FSM Wealth Advisors
Ohio
$258K +$16.1K +104 +7%
CWA
1005
Centerline Wealth Advisors
Kentucky
$257K – – –
WHG
1006
Westwood Holdings Group
Texas
$256K – – –
CFM
1007
Catalyst Funds Management
Australia
$256K +$248K +1,600 New
MFPI
1008
Midwest Financial Partners Investments
Minnesota
$253K – – –
HIA
1009
Harbor Investment Advisory
Maryland
$253K -$17K -110 -6%
WIA
1010
Westbourne Investment Advisors
Maryland
$253K – – –
LAM
1011
L2 Asset Management
Massachusetts
$252K +$12.4K +80 +5%
QC
1012
Quent Capital
New York
$252K -$8.83K -57 -3%
NL
1013
NWAM LLC
Washington
$251K +$243K +1,570 New
ACM
1014
Advisors Capital Management
New Jersey
$250K +$15.5K +100 +7%
CA
1015
Crewe Advisors
Utah
$250K -$6.82K -44 -3%
RCM
1016
Requisite Capital Management
Texas
$249K +$3.41K +22 +1%
DA
1017
Dover Advisors
Virginia
$248K – – –
BIM
1018
Bullseye Investment Management
Ohio
$248K – – –
CA
1019
CoreCap Advisors
Michigan
$248K -$5.42K -35 -2%
TF
1020
Tompkins Financial
New York
$247K +$6.82K +44 +3%
SWM
1021
SeaCrest Wealth Management
New York
$246K -$51.7K -334 -18%
TTWM
1022
TCV Trust & Wealth Management
Virginia
$246K – – –
OWP
1023
Obermeyer Wealth Partners
Colorado
$244K +$5.73K +37 +2%
HWM
1024
Hohimer Wealth Management
Washington
$244K -$5.42K -35 -2%
GCA
1025
Gradient Capital Advisors
California
$244K – – –
39 40
41
42 43