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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1301
Summit Financial Group
West Virginia
$458K – – –
MFA
1302
Mayflower Financial Advisors
Massachusetts
$456K +$18.8K +204 +5%
PC
1303
Port Capital
Illinois
$454K -$22.1K -240 -5%
NPF
1304
Norris Perne & French
Michigan
$454K – – –
GF
1305
Gries Financial
Ohio
$453K – – –
ABLA
1306
Alan B. Lancz & Associates
Ohio
$452K -$9.2K -100 -2%
BWP
1307
Baldwin Wealth Partners
Massachusetts
$452K – – –
SF
1308
Summit Financial
New Jersey
$451K -$39.5K -429 -9%
SFO
1309
Stokes Family Office
Louisiana
$451K +$33.8K +368 +9%
LCM
1310
Laurion Capital Management
New York
$450K +$157K +1,706 +61%
SFFS
1311
Stonehage Fleming Financial Services
Jersey
$448K – – –
AA
1312
Aufman Associates
Pennsylvania
$447K -$42.7K -464 -9%
VCP
1313
Verus Capital Partners
Arizona
$447K +$385K +4,185 New
SWA
1314
Sutton Wealth Advisors
Florida
$446K +$1.93K +21 +0.5%
EWA
1315
EverSource Wealth Advisors
Alabama
$446K +$26.7K +290 +7%
MCC
1316
Money Concepts Capital
Florida
$446K +$410K +4,456 New
TF
1317
TLWM Financial
Texas
$445K – – –
AHC
1318
Adell Harriman & Carpenter
Texas
$442K -$18.9K -205 -4%
FFA
1319
Founders Financial Alliance
North Carolina
$442K -$8.46K -92 -2%
VA
1320
Valmark Advisers
Ohio
$442K +$87.1K +947 +27%
LTI
1321
Laffer Tengler Investments
Tennessee
$442K – – –
MCM
1322
McRae Capital Management
New Jersey
$440K – – –
AWM
1323
Axxcess Wealth Management
California
$440K +$110K +1,191 +37%
IAIM
1324
International Assets Investment Management
Florida
$439K -$68.7K -747 -15%
SWRP
1325
Summit Wealth & Retirement Planning
California
$438K +$403K +4,379 New
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