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