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Name Holding Trade Value Shares
Change 		Change in
Stake
IVP
1701
Intrinsic Value Partners
Arizona
$293K -$13.4K -110 -4%
ETH
1702
Exos TFP Holdings
New York
$293K +$118K +970 +64%
KA
1703
Kearns & Associates
California
$293K +$302K +2,482 New
SFFS
1704
Stonehage Fleming Financial Services
Jersey
$293K – – –
SIC
1705
Shoker Investment Counsel
Ohio
$291K +$851 +7 +0.3%
FNBSF
1706
First National Bank Sioux Falls
South Dakota
$291K – – –
MLA
1707
My Legacy Advisors
Oregon
$291K -$46.6K -383 -12%
MAG
1708
Mayfair Advisory Group
Alabama
$290K -$13K -107 -4%
PGIM
1709
Pacific Global Investment Management
California
$288K +$39.6K +326 +15%
NC
1710
NovaPoint Capital
Georgia
$288K – – –
GAM
1711
Grandview Asset Management
Pennsylvania
$287K +$17.3K +142 +6%
SAG
1712
SageView Advisory Group
California
$286K +$295K +2,426 New
EFM
1713
E Fund Management
China
$285K -$17.7K -146 -6%
CFA
1714
Compass Financial Advisors
Indiana
$285K +$6.32K +52 +2%
AP
1715
Appleton Partners
Massachusetts
$284K -$35K -288 -11%
MCCA
1716
Mill Creek Capital Advisors
Pennsylvania
$283K +$292K +2,401 New
MIM
1717
MTM Investment Management
South Carolina
$283K – – –
TC
1718
Touchstone Capital
Pennsylvania
$283K – – –
MIM
1719
Meixler Investment Management
Arizona
$282K -$14.8K -122 -5%
SWM
1720
Silverlake Wealth Management
Vermont
$282K -$608 -5 -0.2%
PFS
1721
Physicians Financial Services
North Carolina
$282K – – –
LC
1722
LCNB Corp
Ohio
$282K +$41.3K +340 +17%
SMA
1723
Sage Mountain Advisors
Georgia
$281K -$227K -1,867 -44%
WW
1724
Waterfront Wealth
Kansas
$281K – – –
TFA
1725
Teamwork Financial Advisors
Texas
$281K +$4.62K +38 +2%
67 68
69
70 71