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Name Holding Trade Value Shares
Change 		Change in
Stake
KGC
4226
Kennon-Green & Company
Ohio
$698K +$295 +2 +0%
KA
4227
Keene & Associates
Texas
$697K +$46K +312 +8%
LFG
4228
Leverty Financial Group
Wisconsin
$696K -$10.2K -69 -2%
MAS
4229
Madden Advisory Services
Florida
$694K +$4.13K +28 +0.7%
LWA
4230
Lowe Wealth Advisors
Maryland
$689K -$73.2K -496 -11%
MC
4231
Merlin Capital
Rhode Island
$687K -$5.31K -36 -0.9%
JCM
4232
J2 Capital Management
Michigan
$687K +$4.72K +32 +0.8%
TPM
4233
Triasima Portfolio Management
Quebec, Canada
$676K – – –
BAM
4234
Blueshift Asset Management
New Jersey
$674K +$603K +4,089 New
RH
4235
RFG Holdings
Texas
$667K +$20.8K +141 +4%
WG
4236
Watchman Group
Texas
$667K -$148 -1 -0%
CSS
4237
Cubist Systematic Strategies
Connecticut
$666K -$73.1M -495,741 -99%
SPWM
4238
Straight Path Wealth Management
Michigan
$661K +$6.05K +41 +1%
SCM
4239
Shapiro Capital Management
Georgia
$660K – – –
SCA
4240
Scott Capital Advisors
Oregon
$659K +$1.03K +7 +0.2%
SL
4241
Savior LLC
Massachusetts
$658K -$1.03K -7 -0.2%
HFS
4242
Horizon Financial Services
North Carolina
$656K +$148 +1 +0%
NHFG
4243
New Harbor Financial Group
Massachusetts
$655K +$428K +2,900 +270%
FFW
4244
Fusion Family Wealth
New York
$655K – – –
SW
4245
Simplicity Wealth
New Jersey
$655K -$73.2K -496 -11%
IEFM
4246
IQ EQ Fund Management
Ireland
$655K -$23K -156 -4%
PWG
4247
Private Wealth Group
Florida
$653K -$113K -766 -16%
IWM
4248
Iams Wealth Management
Nebraska
$650K +$130K +880 +28%
CW
4249
Cook Wealth
North Carolina
$650K -$17K -115 -3%
GWAM
4250
Guardian Wealth Advisors (Minnesota)
Minnesota
$648K -$5.16K -35 -0.9%
168 169
170
171 172