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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1751
Acima Private Wealth
Virginia
$807K – – –
SIC
1752
Salem Investment Counselors
North Carolina
$806K -$199K -402 -18%
AWM
1753
Accurate Wealth Management
Florida
$805K +$616K +1,244 +169%
AFG
1754
Albion Financial Group
Utah
$804K -$32.7K -66 -4%
VWM
1755
Venturi Wealth Management
Texas
$804K -$379K -766 -30%
KWM
1756
Kolinsky Wealth Management
New Jersey
$802K -$51.5K -104 -5%
KCIC
1757
Kuhn & Co Investment Counsel
Illinois
$800K -$3.47K -7 -0.4%
SACTSONJ
1758
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$800K – – –
CPSAC
1759
Chas P. Smith & Associates (CPS)
Florida
$800K +$248K +500 +38%
MCM
1760
Magnolia Capital Management
New York
$800K – – –
RFS
1761
Richardson Financial Services
Massachusetts
$799K +$990 +2 +0.1%
PG
1762
Proffitt & Goodson
Tennessee
$799K -$7.43K -15 -0.8%
GFP
1763
Gryphon Financial Partners
Ohio
$799K -$598K -1,208 -40%
IA
1764
Intellus Advisors
Florida
$799K +$889K +1,796 New
1WA
1765
180 Wealth Advisors
Washington
$796K +$73.8K +149 +9%
ANTB
1766
AMG National Trust Bank
Colorado
$795K -$231K -466 -21%
KFS
1767
Kaizen Financial Strategies
California
$790K -$108K -219 -11%
AFP
1768
Ausdal Financial Partners
Iowa
$787K -$59.4K -120 -6%
RAM
1769
Readystate Asset Management
Illinois
$785K -$2.6M -5,254 -75%
CFP
1770
Catalyst Financial Partners
Massachusetts
$785K -$55.9K -113 -6%
KF
1771
KKM Financial
Illinois
$783K – – –
NG
1772
Novem Group
New York
$782K +$870K +1,758 New
MHC
1773
May Hill Capital
Massachusetts
$780K +$869K +1,755 New
BTWM
1774
Brass Tax Wealth Management
Ohio
$780K – – –
GCM
1775
Geneva Capital Management
Wisconsin
$777K -$780K -1,575 -47%
69 70
71
72 73