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Jabil
JBL

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
401
Kingsview Wealth Management
Oregon
$395K -$30.8K -350 -9%
QCG
402
Quadrant Capital Group
Ohio
$391K -$26.2K -298 -8%
TC
403
TownSquare Capital
Utah
$388K +$317K +3,597 New
EI
404
EDMP Inc
Florida
$385K – – –
BTWM
405
Baker Tilly Wealth Management
Wisconsin
$380K -$4.4K -50 -1%
VC
406
Veracity Capital
Georgia
$380K -$261K -2,968 -46%
DCM
407
Dupont Capital Management
Delaware
$372K -$34.5K -392 -10%
HP
408
Hilltop Partners
Indiana
$372K – – –
LTI
409
Laffer Tengler Investments
Tennessee
$365K +$969 +11 +0.3%
FFM
410
Forum Financial Management
Illinois
$364K +$11.4K +129 +4%
BAM
411
Belpointe Asset Management
Nevada
$363K -$335K -3,803 -53%
PWPS
412
Pinnacle Wealth Planning Services
Ohio
$358K -$44.4K -504 -13%
SPA
413
Sherbrooke Park Advisers
New York
$356K -$150K -1,700 -34%
KCM
414
Kathmere Capital Management
Pennsylvania
$350K +$79.2K +900 +38%
ISWM
415
Independent Solutions Wealth Management
New York
$349K -$13.6K -155 -5%
BPA
416
Beacon Pointe Advisors
California
$348K -$6.6K -75 -2%
GIA
417
Guyasuta Investment Advisors
Pennsylvania
$348K -$325K -3,695 -53%
AWA
418
Arete Wealth Advisors
Illinois
$348K -$176 -2 -0.1%
FWIA
419
Fort Washington Investment Advisors
Ohio
$343K -$2.82K -32 -1%
BC
420
Bridgefront Capital
Texas
$340K +$278K +3,152 New
IFG
421
Independent Financial Group
California
$340K +$2.64K +30 +1%
JCM
422
Jag Capital Management
Missouri
$339K +$65.4K +743 +31%
JWCA
423
J.W. Coons Advisors
Ohio
$324K – – –
AG
424
AIA Group
Hong Kong
$324K +$264K +3,000 New
AG
425
Ascent Group
Virginia
$321K +$42.9K +487 +20%
15 16
17
18 19