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Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
2476
Oliver Lagore Vanvalin Investment Group
Michigan
$602K +$102K +345 +22%
MGWM
2477
Marks Group Wealth Management
Minnesota
$602K +$591 +2 +0.1%
SAF
2478
Smith Anglin Financial
Texas
$600K +$2.07K +7 +0.4%
FA
2479
Financial Advisors
Massachusetts
$600K – – –
WP
2480
Wealthspan Partners
Iowa
$599K -$5.02K -17 -0.9%
CCA
2481
Clearwater Capital Advisors
Illinois
$598K +$591 +2 +0.1%
VFA
2482
Voya Financial Advisors
Connecticut
$598K -$24.2K -82 -4%
W
2483
Wealthquest
Ohio
$597K +$295 +1 +0.1%
BI
2484
Berkeley Inc
Idaho
$596K +$11.2K +38 +2%
CIA
2485
Cape Investment Advisory
Georgia
$596K +$51.7K +175 +10%
MCM
2486
Magnolia Capital Management
New York
$596K – – –
NCM
2487
Next Capital Management
New York
$595K – – –
KWS
2488
Keystone Wealth Services
California
$595K +$23.9K +81 +4%
TF
2489
Trek Financial
Arizona
$594K +$13.6K +46 +2%
SB
2490
Sunflower Bank
Texas
$594K -$16.5K -56 -3%
ZIG
2491
Zuckerman Investment Group
Illinois
$593K -$10.9K -37 -2%
GIM
2492
Groesbeck Investment Management
New Jersey
$593K -$112K -379 -17%
TWM
2493
TriaGen Wealth Management
California
$592K -$6.2K -21 -1%
KFA
2494
Kapstone Financial Advisors
Ohio
$592K -$7.09K -24 -1%
HPM
2495
Hoxton Planning & Management
West Virginia
$591K -$138K -466 -20%
GG
2496
Gleason Group
Kentucky
$591K -$11.2K -38 -2%
SCA
2497
Southern Capital Advisors
Tennessee
$589K +$37.8K +128 +7%
WAM
2498
Werlinich Asset Management
Connecticut
$589K – – –
AIA
2499
Allied Investment Advisors
Montana
$587K -$47.6K -161 -8%
FSA
2500
Franklin Street Advisors
North Carolina
$586K -$33.1K -112 -6%
98 99
100
101 102