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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2301
EPG Wealth Management
Georgia
$393K -$1.5M -15,693 -78%
BWA
2302
Bordeaux Wealth Advisors
California
$393K -$23.4K -245 -5%
KAH
2303
Kathryn A. Hall
$391K – – –
GEA
2304
Glen Eagle Advisors
New Jersey
$391K -$47.3K -494 -10%
CAC
2305
Core Alternative Capital
Georgia
$390K -$388K -4,052 -47%
IIA
2306
Integral Investment Advisors
California
$390K +$429K +4,488 New
CFS
2307
Cannon Financial Strategists
Georgia
$390K +$2.3K +24 +0.5%
WDG
2308
Wealth Dimensions Group
Ohio
$390K -$52.8K -552 -11%
FTC
2309
Farmers Trust Company
Ohio
$389K -$80.3K -840 -16%
GWA
2310
GGM Wealth Advisors
Maryland
$388K -$38.5K -403 -9%
KOCAA
2311
Knights of Columbus Asset Advisors
Connecticut
$388K +$427K +4,463 New
CAM
2312
Cidel Asset Management
Ontario, Canada
$388K -$15.1M -157,792 -97%
CFFP
2313
Center for Financial Planning
Michigan
$387K -$67K -700 -14%
RWP
2314
Revolve Wealth Partners
New Jersey
$387K -$83.8K -876 -16%
HFRG
2315
Houlihan Financial Resource Group
Virginia
$387K – – –
EWA
2316
Evolution Wealth Advisors
Florida
$386K -$20.6K -215 -5%
FCIM
2317
Fairview Capital Investment Management
California
$386K – – –
FH
2318
FWG Holdings
Florida
$385K +$167K +1,750 +65%
PCS
2319
Personal CFO Solutions
New Jersey
$385K +$87K +910 +26%
AAM
2320
Augustine Asset Management
Florida
$385K +$424K +4,432 New
KA
2321
Klingman & Associates
New York
$385K -$47.7K -499 -10%
PIMG
2322
Patriot Investment Management Group
Tennessee
$384K -$33.3K -348 -9%
FB
2323
First Bancorp
Maine
$383K -$22.5K -235 -5%
BFA
2324
Beacon Financial Advisory
Ohio
$383K -$43.2K -452 -9%
FBT
2325
First Bank & Trust
South Dakota
$382K +$10.2K +107 +2%
91 92
93
94 95