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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1901
Family Management
New York
$532K -$58.6K -600 -11%
CFO
1902
Collective Family Office
Pennsylvania
$531K +$19.8K +203 +4%
PP
1903
PDS Planning
Ohio
$530K +$60.1K +615 +14%
FC
1904
FORA Capital
Florida
$529K -$337K -3,455 -41%
RAM
1905
Roanoke Asset Management
New Jersey
$529K – – –
CF
1906
Copperwynd Financial
Arizona
$529K +$153K +1,570 +45%
JHCP
1907
Jackson Hole Capital Partners
Oklahoma
$528K +$2.73K +28 +0.6%
KCPG
1908
Kavar Capital Partners Group
Kansas
$528K +$6.05K +62 +1%
MHR
1909
Matthew Hamilton Rosenberg
$527K +$14.3K +146 +3%
ACP
1910
Aviance Capital Partners
Florida
$525K +$37.9K +388 +8%
WWMSC
1911
Wagner Wealth Management (South Carolina)
South Carolina
$525K +$92.5K +947 +23%
AAI
1912
American Assets Inc
California
$524K – – –
UFG
1913
United Fire Group
Iowa
$524K – – –
GFP
1914
Gryphon Financial Partners
Ohio
$524K +$160K +1,636 +49%
SCA
1915
St. Clair Advisors
Ohio
$524K +$488K +5,000 New
NED
1916
Nancy E. Dempze
$523K +$9.77K +100 +2%
GC
1917
Gilbert & Cook
Iowa
$523K +$44.4K +455 +10%
HI
1918
Hendershot Investments
Virginia
$522K – – –
HFAS
1919
Hummer Financial Advisory Services
Illinois
$521K +$19.5K +200 +4%
IWA
1920
Intercontinental Wealth Advisors
Texas
$520K -$6.15K -63 -1%
WC
1921
Whitney & Co
New York
$520K +$6.93K +71 +1%
B
1922
Bridgeworth
Alabama
$519K -$63.1K -646 -12%
EA
1923
Elm Advisors
California
$518K – – –
NFG
1924
Nations Financial Group
Iowa
$517K +$71.3K +730 +17%
NP
1925
Ninepoint Partners
Ontario, Canada
$516K +$481K +4,924 New
75 76
77
78 79