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Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
1326
Lodestar Private Asset Management
California
$40.8M -$589K -2,059 -1%
EFG
1327
Embree Financial Group
Illinois
$40.8M -$740K -2,588 -2%
RG
1328
Renaissance Group
Kentucky
$40.8M -$5.04M -17,633 -11%
MA
1329
MJP Associates
Connecticut
$40.7M +$374K +1,308 +0.9%
EWS
1330
Evergreen Wealth Solutions
Pennsylvania
$40.7M +$8.89M +31,081 +30%
SPG
1331
Strategic Planning Group
Utah
$40.7M -$890K -3,110 -2%
KJWM
1332
Kiley Juergens Wealth Management
Washington
$40.7M -$606K -2,117 -1%
SMC
1333
Smith, Moore & Co
Missouri
$40.6M -$693K -2,424 -2%
PCM
1334
Pennsylvania Capital Management
Pennsylvania
$40.5M -$2.5M -8,754 -6%
EC
1335
Elequin Capital
New York
$40.5M +$40M +140,000 +4,666,667%
LA
1336
LVW Advisors
New York
$40.5M +$108K +379 +0.3%
GCA
1337
Greenwood Capital Associates
South Carolina
$40.5M -$305K -1,067 -0.8%
GIP
1338
Greatmark Investment Partners
Georgia
$40.5M -$618K -2,159 -2%
SFG
1339
SageGuard Financial Group
Tennessee
$40.5M -$824K -2,881 -2%
SAM
1340
Stembrook Asset Management
New Jersey
$40.4M -$28.6K -100 -0.1%
SEM
1341
Suncoast Equity Management
Florida
$40.2M -$7.28M -25,455 -15%
AG
1342
Algert Global
California
$40.2M -$10.7M -37,465 -21%
CFA
1343
Capstone Financial Advisors
Illinois
$40.1M -$945K -3,305 -2%
HFS
1344
Howard Financial Services
Texas
$40.1M +$332K +1,161 +0.8%
VIM
1345
Vancity Investment Management
British Columbia, Canada
$40M +$3.01M +10,525 +8%
PR
1346
Payden & Rygel
California
$40M +$29M +101,510 +276%
MCC
1347
Money Concepts Capital
Florida
$40M -$1.41M -4,941 -3%
AAM
1348
Augustine Asset Management
Florida
$40M -$158K -552 -0.4%
TAS
1349
TIFF Advisory Services
Pennsylvania
$39.9M -$495K -1,729 -1%
PTC
1350
Private Trust Company
Ohio
$39.9M +$787K +2,751 +2%
52 53
54
55 56