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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1226
Morse Asset Management
Connecticut
$230K – – –
WFI
1227
West Family Investments
California
$230K +$241K +4,034 New
VCP
1228
Verus Capital Partners
Arizona
$230K +$282K +4,722 New
GFS
1229
GYL Financial Synergies
Connecticut
$229K -$265K -4,446 -53%
BTWM
1230
Baker Tilly Wealth Management
Wisconsin
$229K -$60.8K -1,019 -20%
FA
1231
Financial Advisors
Massachusetts
$229K -$8.17K -137 -3%
SWA
1232
SFMG Wealth Advisors
Texas
$229K -$1.73K -29 -0.7%
ACM
1233
Advance Capital Management
Michigan
$228K – – –
SWK
1234
Stephen W. Kidder
$227K -$18K -302 -7%
LRPA
1235
L. Roy Papp & Associates
Arizona
$226K -$168K -2,821 -42%
AFM
1236
Abbot Financial Management
Massachusetts
$226K -$8.71K -146 -4%
PCP
1237
Proficio Capital Partners
Massachusetts
$225K -$67.3K -1,128 -22%
KFP
1238
KMG Fiduciary Partners
Ohio
$224K -$4.95K -83 -2%
CIP
1239
Convergence Investment Partners
Florida
$224K -$1.37K -23 -0.6%
TFS
1240
TrustCore Financial Services
Tennessee
$224K +$5.91K +99 +3%
AWAP
1241
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$222K -$4.42K -74 -2%
CAM
1242
Close Asset Management
United Kingdom
$221K – – –
AAM
1243
Auxier Asset Management
Oregon
$220K -$955 -16 -0.4%
JC
1244
JB Capital
Connecticut
$220K +$229K +3,844 New
WWMSC
1245
Wagner Wealth Management (South Carolina)
South Carolina
$219K -$2.39K -40 -1%
NFG
1246
Nations Financial Group
Iowa
$218K -$58.6K -982 -20%
MPM
1247
Meritage Portfolio Management
Kansas
$218K +$2.69K +45 +1%
AWA
1248
Amplius Wealth Advisors
Pennsylvania
$217K -$1.85K -31 -0.8%
OAM
1249
Oak Asset Management
California
$217K – – –
RCM
1250
RB Capital Management
Nevada
$217K +$12.1K +202 +6%
48 49
50
51 52