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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
2576
Broadleaf Partners
Ohio
$527K – – –
TAM
2577
Tucker Asset Management
Colorado
$526K +$35.7K +111 +7%
CWM
2578
Centric Wealth Management
Illinois
$524K +$322 +1 +0.1%
SWM
2579
SFG Wealth Management
Maryland
$522K -$1.29K -4 -0.2%
SRC
2580
Shufro Rose & Co
New York
$522K -$32.2K -100 -5%
EGWAG
2581
Elwood & Goetz Wealth Advisory Group
Georgia
$521K +$25.7K +80 +5%
TCM
2582
Tributary Capital Management
Nebraska
$521K – – –
WCM
2583
Wedge Capital Management
North Carolina
$521K +$554K +1,724 New
OL
2584
Optas LLC
Texas
$521K +$17.4K +54 +3%
LWP
2585
LMG Wealth Partners
Louisiana
$520K – – –
RWRC
2586
R.W. Roge & Company
New York
$520K +$6.43K +20 +1%
PWM
2587
Palumbo Wealth Management
New York
$519K +$2.89K +9 +0.5%
PSFG
2588
Prairie Sky Financial Group
Illinois
$518K – – –
CCA
2589
Column Capital Advisors
Indiana
$518K +$8.36K +26 +2%
PHIC
2590
Pine Haven Investment Counsel
Massachusetts
$517K -$3.22K -10 -0.6%
OCPWS
2591
One Charles Private Wealth Services
Massachusetts
$516K -$1.29K -4 -0.2%
BWM
2592
BCS Wealth Management
Tennessee
$516K +$550K +1,709 New
VBWMG
2593
Von Berge Wealth Management Group
California
$516K – – –
KA
2594
Kure Advisory
Minnesota
$515K +$549K +1,706 New
WC
2595
Weil Company
California
$513K +$3.22K +10 +0.6%
LW
2596
Libra Wealth
California
$513K – – –
FG
2597
Foster Group
Iowa
$512K +$24.4K +76 +5%
ACM
2598
Armbruster Capital Management
New York
$512K -$11.9K -37 -2%
FWM
2599
Finer Wealth Management
Massachusetts
$511K -$93.3K -290 -15%
WS
2600
Wela Strategies
Georgia
$510K -$44.7K -139 -8%
102 103
104
105 106