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Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
2076
Lawrence B. Cohen
$227K -$11.9K -100 -5%
SFM
2077
Signature Financial Management
Virginia
$226K -$336K -2,833 -61%
PC
2078
Peavine Capital
Nevada
$226K – – –
VFPI
2079
Vantage Financial Partners (Illinois)
Illinois
$226K +$11.9K +100 +6%
FPGK
2080
Financial Partners Group (Kansas)
Kansas
$225K +$213K +1,798 New
WCAMG
2081
Woodard & Company Asset Management Group
North Carolina
$224K +$212K +1,787 New
TBA
2082
Train Babcock Advisors
New York
$223K – – –
PM
2083
Penbrook Management
New York
$221K +$209K +1,765 New
BA
2084
Ballew Advisors
Mississippi
$220K +$208K +1,757 New
C
2085
Cerebellum
California
$220K +$209K +1,761 New
EM
2086
Emancipation Management
New York
$219K – – –
HFA
2087
Huber Financial Advisors
Illinois
$219K +$207K +1,748 New
DWM
2088
Darwin Wealth Management
Florida
$219K +$207K +1,749 New
PCM
2089
Princeton Capital Management
New Jersey
$217K +$205K +1,731 New
JWBC
2090
John W. Bristol & Co
New York
$216K – – –
OWM
2091
Orgel Wealth Management
Wisconsin
$216K – – –
DC
2092
Derby & Company
Massachusetts
$216K +$205K +1,729 New
WDL
2093
Well Done LLC
Michigan
$215K -$79.4K -670 -28%
SWP
2094
Strategic Wealth Partners
Ohio
$215K +$217K +1,828 New
AC
2095
Allstate Corporation
Illinois
$214K -$2.96K -25 -1%
RMC
2096
Regis Management Company
California
$213K – – –
SA
2097
SRH Advisors
Kansas
$213K – – –
IHL
2098
Investment House LLC
California
$213K +$202K +1,700 New
GC
2099
Gilbert & Cook
Iowa
$209K -$5.22K -44 -3%
LSC
2100
Lesa Sroufe & Co
Washington
$209K -$5.1K -43 -3%
82 83
84
85 86