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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
2551
Wedgewood Investors
Pennsylvania
$845K +$14.9K +80 +2%
SFGM
2552
Stonebridge Financial Group (Missouri)
Missouri
$844K +$25.9K +139 +3%
SCM
2553
Stevens Capital Management
Pennsylvania
$844K +$81.9K +440 +9%
AWMM
2554
Aegis Wealth Management (Maryland)
Maryland
$844K +$948K +5,091 New
PLFS
2555
Provident Living Financial Services
Utah
$843K +$48K +258 +5%
AGA
2556
Arkos Global Advisors
Texas
$843K +$20.8K +112 +2%
TFA
2557
Toth Financial Advisory
Virginia
$842K -$401K -2,153 -30%
LWAM
2558
Legacy Wealth Asset Management
Minnesota
$842K -$23.3K -125 -2%
MWP
2559
Meriwether Wealth & Planning
Louisiana
$840K -$3.54K -19 -0.4%
JDLA
2560
J. Derek Lewis & Associates
California
$837K +$37.8K +203 +4%
RAM
2561
Ramirez Asset Management
New York
$836K +$852K +4,578 +987%
MA
2562
MJP Associates
Connecticut
$835K -$108K -580 -10%
PA
2563
PSI Advisors
Florida
$830K -$278K -1,493 -23%
WAG
2564
Winthrop Advisory Group
Massachusetts
$830K +$44.3K +238 +5%
FAOAI
2565
Fund Advisors of America Inc
Florida
$830K -$9.68K -52 -1%
V
2566
ViaWealth
Kansas
$829K -$20.5K -110 -2%
AAI
2567
American Assets Inc
California
$829K – – –
TIM
2568
Timelo Investment Management
Ontario, Canada
$829K +$931K +5,000 New
WFA
2569
WestHill Financial Advisors
California
$828K -$186 -1 -0%
SA
2570
Sacks & Associates
New Jersey
$828K -$113K -606 -13%
AFCM
2571
Applied Finance Capital Management
Puerto Rico
$826K -$203K -1,091 -18%
VW
2572
Vantus Wealth
Pennsylvania
$826K +$928K +4,984 New
SIM
2573
Samara Investment Management
Oregon
$826K -$259K -1,391 -22%
NWM
2574
Northcape Wealth Management
New York
$826K +$6.89K +37 +0.7%
AP
2575
Atwood & Palmer
Missouri
$824K -$20.5K -110 -2%
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103
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