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Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
2526
ProVise Management Group
Florida
$648K -$419K -2,739 -38%
AWM
2527
Act Wealth Management
Texas
$647K -$5.2K -34 -0.8%
GRQ
2528
Gardner Russo & Quinn
Pennsylvania
$647K +$2.45K +16 +0.4%
OFG
2529
Oxford Financial Group
Indiana
$646K +$1.99K +13 +0.3%
4WM
2530
49 Wealth Management
Texas
$646K +$61.7K +403 +10%
KA
2531
Klingman & Associates
New York
$645K -$252K -1,648 -27%
GCA
2532
Genesee Capital Advisors
New York
$645K -$8.27K -54 -1%
LWM
2533
LJI Wealth Management
Indiana
$645K +$23.7K +155 +4%
RA
2534
Ruggaard & Associates
Ohio
$644K +$31.8K +208 +5%
PP
2535
Pingora Partners
Wyoming
$644K -$15.3K -100 -2%
GSCM
2536
Greenfield Seitz Capital Management
Texas
$644K +$61.2K +400 +10%
FA
2537
Faithward Advisors
Pennsylvania
$644K +$19.7K +129 +3%
DMBA
2538
Deseret Mutual Benefit Administrators
Utah
$643K +$36.4K +238 +6%
SPI
2539
Sutton Place Investors
New York
$642K +$16.2K +106 +2%
EWM
2540
Evermay Wealth Management
Virginia
$641K -$11.8K -77 -2%
WP
2541
WealthShield Partners
North Carolina
$641K -$55.7K -364 -8%
MCC
2542
Malaga Cove Capital
California
$640K +$15.3K +100 +2%
HCMG
2543
Howard Capital Management Group
California
$640K -$11.6K -76 -2%
RIM
2544
RW Investment Management
Idaho
$640K -$232K -1,518 -26%
ANB
2545
Amarillo National Bank
Texas
$640K -$8.42K -55 -1%
T
2546
Tableaux
Massachusetts
$639K +$676K +4,414 New
HFS
2547
Howard Financial Services
Texas
$639K +$156K +1,022 +30%
SFP
2548
Shepherd Financial Partners
Massachusetts
$638K +$10.9K +71 +2%
CBA
2549
Coastal Bridge Advisors
Connecticut
$638K – – –
MSCM
2550
McElhenny Sheffield Capital Management
Texas
$635K -$3.98K -26 -0.6%
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102
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