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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2201
BCS Wealth Management
Tennessee
$874K +$837K +5,185 New
SWIM
2202
Smallwood Wealth Investment Management
New Jersey
$874K +$162 +1 +0%
PA
2203
Perennial Advisors
New York
$871K +$162 +1 +0%
GAM
2204
Gemmer Asset Management
California
$871K -$18.4K -114 -2%
JDR
2205
Jay D. Rosenbaum
$870K +$11.3K +70 +1%
TWD
2206
True Wealth Design
Ohio
$870K +$822K +5,092 +7,600%
PAG
2207
Powers Advisory Group
Illinois
$869K +$8.08K +50 +1%
LFM
2208
LGT Fund Management
Liechtenstein
$869K +$842K +5,215 New
BT
2209
Brandywine Trust
Delaware
$865K – – –
AFPL
2210
Advus Financial Partners, LLC
Florida
$864K +$78.2K +484 +10%
JGIA
2211
Jackson Grant Investment Advisers
Connecticut
$862K +$4.04K +25 +0.5%
LCM
2212
Leisure Capital Management
California
$861K -$15.3K -95 -2%
JSL
2213
JT Stratford LLC
Georgia
$860K -$18.9K -117 -2%
CG
2214
Corundum Group
Colorado
$860K -$168K -1,039 -17%
CA
2215
Claar Advisors
New York
$860K +$24.2K +150 +3%
HA
2216
HC Advisors
Georgia
$859K +$236K +1,461 +40%
PWM
2217
PBMares Wealth Management
Virginia
$859K -$6.78K -42 -0.8%
VCM
2218
Versant Capital Management
Arizona
$858K +$73.2K +453 +10%
RPWA
2219
Regent Peak Wealth Advisors
Georgia
$857K +$11K +68 +1%
EIG
2220
Ellenbecker Investment Group
Wisconsin
$854K – – –
OF
2221
Outfitter Financial
Maine
$851K +$23.9K +148 +3%
WI
2222
Wedgewood Investors
Pennsylvania
$851K – – –
SC
2223
Sierra Capital
Florida
$847K -$49.4K -306 -6%
GAA
2224
Global Assets Advisory
Florida
$846K +$252K +1,561 +45%
GWAM
2225
Guardian Wealth Advisors (Minnesota)
Minnesota
$845K -$5.82K -36 -0.7%
87 88
89
90 91