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Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
2826
AFT Forsyth & Company
Florida
$321K -$10.8K -75 -3%
IWA
2827
IBEX Wealth Advisors
New Jersey
$321K +$338K +2,337 New
HFW
2828
Horizon Family Wealth
Illinois
$321K +$339K +2,343 New
OCM
2829
Osterweis Capital Management
California
$320K – – –
HIG
2830
Heritage Investment Group
Florida
$320K +$29.6K +205 +10%
PWA
2831
Peterson Wealth Advisors
Utah
$319K +$11.6K +80 +4%
GF
2832
Gries Financial
Ohio
$319K +$20.2K +140 +6%
OFA
2833
Oak Family Advisors
Illinois
$318K -$79.4K -549 -19%
OKSA
2834
O'Keefe Stevens Advisory
New York
$318K – – –
GC
2835
Gratus Capital
Georgia
$318K +$1.59K +11 +0.5%
LF
2836
Lantz Financial
Illinois
$317K -$51.3K -355 -13%
PBO
2837
Peoples Bank (Ohio)
Ohio
$317K -$41.2K -285 -11%
PP
2838
Pegasus Partners
Wisconsin
$317K -$9.25K -64 -3%
TA
2839
TrueWealth Advisors
Alabama
$317K – – –
HWA
2840
Heartwood Wealth Advisors
Virginia
$317K +$49K +339 +17%
KM
2841
Kalos Management
Georgia
$316K -$140K -969 -29%
FCM
2842
Fourpath Capital Management
Oklahoma
$316K -$2.17K -15 -0.6%
MSCM
2843
McElhenny Sheffield Capital Management
Texas
$315K -$1.14M -7,900 -77%
HWA
2844
Hilltop Wealth Advisors
North Carolina
$315K – – –
KIA
2845
Kraematon Investment Advisors
Massachusetts
$315K +$2.89K +20 +0.9%
LRWA
2846
Long Run Wealth Advisors
New York
$314K -$15.9K -110 -5%
BIA
2847
Barry Investment Advisors
Massachusetts
$314K +$50.6K +350 +18%
CQS
2848
Credential Qtrade Securities
$313K +$159K +1,097 +92%
CG
2849
Clarus Group
Texas
$313K -$133K -917 -29%
SIA
2850
Sit Investment Associates
Minnesota
$313K – – –
112 113
114
115 116