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Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
2501
Nixon Peabody Trust
Massachusetts
$618K -$84.4K -277 -12%
ZIG
2502
Zuckerman Investment Group
Illinois
$618K +$69.5K +228 +13%
AFS
2503
Access Financial Services
Minnesota
$617K +$59.1K +194 +11%
JWM
2504
Janiczek Wealth Management
Colorado
$616K +$389K +1,277 +216%
FC
2505
Financial Consulate
Maryland
$616K +$31.1K +102 +6%
CG
2506
Clifford Group
Massachusetts
$615K +$593K +1,946 New
CBFP
2507
Cedar Brook Financial Partners
Ohio
$615K +$29.5K +97 +5%
KFA
2508
Kapstone Financial Advisors
Ohio
$614K +$550K +1,806 New
FW
2509
FirstPurpose Wealth
Utah
$613K -$79.8K -262 -12%
FAN
2510
Financial Advisors Network
California
$613K +$231K +757 +64%
LOIP
2511
Live Oak Investment Partners
Texas
$611K – – –
HAIM
2512
Hunter Associates Investment Management
Pennsylvania
$609K -$129K -422 -18%
NCM
2513
Noesis Capital Mangement
Florida
$608K -$84.7K -278 -13%
PWM
2514
Purus Wealth Management
California
$607K +$305 +1 +0.1%
AC
2515
AXQ Capital
New Jersey
$606K +$585K +1,920 New
NCM
2516
Next Capital Management
New York
$606K -$3.05K -10 -0.5%
PB
2517
Pinnacle Bancorp
Nebraska
$606K -$3.05K -10 -0.5%
MCM
2518
Magnolia Capital Management
New York
$606K +$6.09K +20 +1%
MGWM
2519
Marks Group Wealth Management
Minnesota
$604K +$9.14K +30 +2%
TWM
2520
TriaGen Wealth Management
California
$602K -$2.74K -9 -0.5%
SRC
2521
Shufro Rose & Co
New York
$601K +$21.3K +70 +4%
FOA
2522
Five Oceans Advisors
California
$600K -$10.7K -35 -2%
SFS
2523
Security Financial Services
Indiana
$600K – – –
T
2524
TOBAM
France
$599K -$48.4K -159 -8%
KWM
2525
KFG Wealth Management
Indiana
$599K +$578K +1,896 New
99 100
101
102 103