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Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
2501
New Republic Capital
North Carolina
$545K +$185K +1,105 +49%
RPA
2502
Rock Point Advisors
Vermont
$544K -$46.9K -280 -8%
SOW
2503
State of Wyoming
Wyoming
$543K -$11.7K -70 -2%
MC
2504
Machina Capital
France
$542K +$557K +3,320 New
EFM
2505
E Fund Management
China
$541K -$22K -131 -4%
BPFA
2506
Barnes Pettey Financial Advisors
Mississippi
$540K +$7.54K +45 +1%
PWM
2507
Paulson Wealth Management
Illinois
$539K +$18.6K +111 +3%
CIM
2508
Contravisory Investment Management
Massachusetts
$539K -$8.21K -49 -1%
LODC
2509
Lanham O'Dell & Company
West Virginia
$537K -$61.9K -369 -10%
LT
2510
Legacy Trust
Michigan
$536K +$293K +1,746 +113%
WI
2511
WrapManager Inc
California
$536K -$3.86K -23 -0.7%
ZF
2512
Zhang Financial
Michigan
$535K -$36K -215 -6%
AC
2513
Addison Capital
Pennsylvania
$535K +$2.68K +16 +0.5%
PIP
2514
Peachtree Investment Partners
Florida
$534K -$8.89K -53 -2%
FSWA
2515
Financial Synergies Wealth Advisors
Texas
$534K +$82.2K +490 +18%
AA
2516
Axiom Advisory
California
$534K +$4.86K +29 +0.9%
SSG
2517
Summit Securities Group
New York
$533K -$13.6M -80,931 -96%
CIP
2518
Capital Insight Partners
Arizona
$533K +$53K +316 +11%
CCG
2519
Coastwise Capital Group
California
$532K +$76.3K +455 +16%
KBG
2520
Kahn Brothers Group
New York
$530K – – –
AWM
2521
Ameliora Wealth Management
Switzerland
$529K +$44.9K +268 +9%
MWM
2522
MinichMacGregor Wealth Management
New York
$526K -$7.88K -47 -1%
LAM
2523
Lingohr Asset Management
Germany
$525K +$121K +720 +29%
WMG
2524
WESCAP Management Group
California
$523K -$5.2K -31 -1%
PWM
2525
Purus Wealth Management
California
$522K +$4.53K +27 +0.9%
99 100
101
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