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Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1926
Chicago Partners Investment Group
Illinois
$808K +$269K +2,029 +55%
BWM
1927
Buckley Wealth Management
Nevada
$806K +$78.5K +592 +11%
OAM
1928
Occidental Asset Management
California
$802K +$425K +3,206 +126%
KLI
1929
Kelman-Lazarov Inc
Tennessee
$796K -$230K -1,737 -23%
WWM
1930
Windsor Wealth Management
Indiana
$796K +$101K +761 +16%
IAA
1931
Ironsides Asset Advisors
North Carolina
$794K – – –
HIC
1932
Harvey Investment Company
Kentucky
$791K +$7.96K +60 +1%
BCM
1933
Bayesian Capital Management
New York
$790K +$750K +5,655 New
SIA
1934
Starfire Investment Advisers
Michigan
$789K – – –
FFG
1935
Fortem Financial Group
California
$789K +$5.83K +44 +0.8%
ACA
1936
Anchor Capital Advisors
Massachusetts
$788K -$139K -1,050 -16%
SG
1937
StoneX Group
New York
$788K +$117K +884 +19%
PB
1938
Pinnacle Bancorp
Nebraska
$786K -$3.32K -25 -0.4%
MCM
1939
Maple Capital Management
Vermont
$783K +$3.71K +28 +0.5%
GCAC
1940
Guardian Capital Advisors (Canada)
Ontario, Canada
$778K -$2.92K -22 -0.4%
WPA
1941
West Paces Advisors
Georgia
$775K -$10.1K -76 -1%
HCM
1942
Harvest Capital Management
New Hampshire
$774K -$30.2K -228 -4%
LP
1943
LMR Partners
United Kingdom
$773K -$19.4M -146,268 -96%
WCG
1944
Weaver Consulting Group
California
$771K – – –
CIA
1945
CSat Investment Advisory
Michigan
$769K +$401K +3,027 +122%
BWM
1946
Baystate Wealth Management
Massachusetts
$767K +$18.8K +142 +3%
BOS
1947
Bingham Osborn & Scarborough
California
$758K -$1.99K -15 -0.3%
FDCC
1948
Foster Dykema Cabot & Co
Massachusetts
$758K -$1.33K -10 -0.2%
FPCG
1949
Fort Pitt Capital Group
Pennsylvania
$756K -$20.6K -155 -3%
ZIG
1950
Zuckerman Investment Group
Illinois
$755K – – –
76 77
78
79 80