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Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
1526
Nemes Rush Group
Michigan
$989K +$129K +1,515 +14%
OF
1527
Outfitter Financial
Maine
$987K -$37.2K -435 -3%
CTFG
1528
Capstone Triton Financial Group
Oklahoma
$986K -$178K -2,087 -15%
PFA
1529
Pure Financial Advisors
California
$985K -$17.1K -200 -2%
CI
1530
Conning Inc
Connecticut
$983K +$8.54K +100 +0.8%
NHC
1531
Nicholas Hoffman & Company
Georgia
$979K -$12.6K -148 -1%
KFGK
1532
Keystone Financial Group (Kentucky)
Kentucky
$977K -$382K -4,478 -27%
WA
1533
Waverly Advisors
Alabama
$973K +$70.3K +823 +7%
S
1534
SimplyRich
California
$973K – – –
CUAMC
1535
China Universal Asset Management Company
China
$972K +$676K +7,913 +194%
MAM
1536
MWA Asset Management
Massachusetts
$971K +$1.02M +11,974 New
ACP
1537
Aveo Capital Partners
Colorado
$970K +$685K +8,016 +203%
FCM
1538
Fairbanks Capital Management
California
$969K -$42.2K -494 -4%
QI
1539
Qtron Investments
Massachusetts
$967K -$227K -2,660 -18%
CVM
1540
Cheviot Value Management
California
$965K -$83.6K -979 -8%
TFS
1541
Thoroughbred Financial Services
Tennessee
$963K +$290K +3,391 +40%
SC
1542
Sierra Capital
Florida
$957K -$37.2K -435 -4%
NW
1543
Naviter Wealth
Arkansas
$957K +$41.5K +486 +4%
OBWG
1544
Onyx Bridge Wealth Group
New York
$955K +$36.7K +430 +4%
SFG
1545
Synergy Financial Group
California
$952K -$83.7K -980 -8%
APIM
1546
Agate Pass Investment Management
Washington
$951K -$65.8K -770 -6%
CST
1547
Charles Schwab Trust
Nevada
$951K +$44.7K +523 +5%
MJP
1548
Michael J. Puzo
$951K -$1.8M -21,113 -64%
NW
1549
NewEdge Wealth
Pennsylvania
$950K +$26.9K +315 +3%
MSAM
1550
Moloney Securities Asset Management
Missouri
$949K -$136K -1,588 -12%
60 61
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63 64