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Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
3401
Private Management Group
California
$492K +$46.5K +280 +11%
LPWM
3402
Lake Point Wealth Management
Texas
$492K +$475K +2,860 New
LIG
3403
Lokken Investment Group
Delaware
$489K – – –
HWM
3404
HighMark Wealth Management
Minnesota
$489K +$13.3K +80 +3%
KCM
3405
Kathmere Capital Management
Pennsylvania
$486K – – –
MA
3406
MBA Advisors
Pennsylvania
$485K – – –
IWA
3407
IVC Wealth Advisors
Pennsylvania
$485K +$23.3K +140 +5%
CP
3408
Corbenic Partners
Pennsylvania
$482K – – –
KCA
3409
Karn Couzens & Associates
Connecticut
$478K – – –
TC
3410
Tatro Capital
Kentucky
$478K +$23.3K +140 +5%
OLA
3411
Oliver Luxxe Assets
New Jersey
$478K +$39.9K +240 +9%
MCM
3412
MV Capital Management
Maryland
$475K +$179K +1,080 +64%
JBA
3413
Johnson Bixby & Associates
Washington
$474K – – –
TWA
3414
TPB Wealth Advisors
Texas
$473K +$49.9K +300 +12%
EW
3415
Element Wealth
Mississippi
$471K +$16.6K +100 +4%
EF
3416
Empowered Funds
Pennsylvania
$468K -$848K -5,100 -65%
TAM
3417
Trillium Asset Management
Massachusetts
$468K -$269K -1,620 -37%
TCB
3418
Texas Capital Bancshares
Texas
$468K – – –
TA
3419
Townsend & Associates
Colorado
$465K +$199K +1,200 +92%
RI
3420
Ridgewood Investments
New Jersey
$464K -$1.12M -6,720 -71%
PL
3421
Parthenon LLC
Kentucky
$464K – – –
PC
3422
Port Capital
Illinois
$461K +$19.9K +120 +5%
BAM
3423
Baldrige Asset Management
Pennsylvania
$458K +$206K +1,240 +87%
SWP
3424
ShoreHaven Wealth Partners
New Jersey
$457K -$193K -1,160 -30%
GCM
3425
Gibraltar Capital Management
Oklahoma
$455K – – –
135 136
137
138 139