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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2126
Allegheny Financial Group
Pennsylvania
$452K +$56.6K +964 +14%
JPG
2127
Jordan Park Group
California
$450K +$470K +8,008 New
AAM
2128
AMI Asset Management
California
$449K – – –
DACG
2129
Donor Advised Charitable Giving
California
$449K – – –
SW
2130
SkyOak Wealth
Michigan
$449K – – –
SL
2131
Stevard LLC
Illinois
$449K – – –
ODCM
2132
Old Dominion Capital Management
Virginia
$449K +$128K +2,185 +38%
WA
2133
Wealth Alliance
New York
$448K -$145K -2,471 -24%
MA
2134
MJP Associates
Connecticut
$447K +$704 +12 +0.2%
SWMG
2135
Strategic Wealth Management Group
Maryland
$446K -$203K -3,459 -30%
CCT
2136
Capital City Trust
Florida
$445K -$8.8K -150 -2%
ARMC
2137
American Research & Management Company
Massachusetts
$444K -$29.3K -500 -6%
CCA
2138
Conservest Capital Advisors
Pennsylvania
$444K +$14.1K +240 +3%
WP
2139
WealthShield Partners
North Carolina
$443K +$63K +1,073 +16%
SF
2140
Summit Financial
New Jersey
$440K +$460K +7,845 New
PL
2141
Plancorp LLC
Missouri
$440K -$141K -2,397 -23%
SSWM
2142
Smith Salley Wealth Management
North Carolina
$440K -$25.9K -441 -5%
VAM
2143
Verity Asset Management
North Carolina
$439K +$18.7K +319 +4%
NPPM
2144
North Point Portfolio Managers
Ohio
$438K -$26.4K -450 -5%
WLIM
2145
White Lighthouse Investment Management
Massachusetts
$438K – – –
CCM
2146
Carlson Capital Management
Minnesota
$436K -$36.4K -621 -7%
SFS
2147
Summit Financial Strategies
Ohio
$436K +$68.4K +1,166 +18%
ACG
2148
Allen Capital Group
Nebraska
$434K -$822 -14 -0.2%
DDPIC
2149
Deroy & Devereaux Private Investment Counsel
Michigan
$433K -$27K -460 -6%
EDRIA
2150
Edmonds Duncan Registered Investment Advisors
Kansas
$432K -$53.4K -910 -11%
84 85
86
87 88