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Name Holding Trade Value Shares
Change 		Change in
Stake
DGM
1301
Delta Global Management
New York
$2.45M +$769K +9,741 +48%
MGWM
1302
Marks Group Wealth Management
Minnesota
$2.45M +$869 +11 +0%
BMWS
1303
Brady Martz Wealth Solutions
North Dakota
$2.45M +$68.2K +864 +3%
PWP
1304
Precedent Wealth Partners
Texas
$2.45M +$524K +6,631 +28%
ATS
1305
Ashton Thomas Securities
New York
$2.44M +$250K +3,170 +12%
LRPA
1306
L. Roy Papp & Associates
Arizona
$2.44M +$1.11K +14 +0%
KFBMI
1307
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.44M – – –
FWCM
1308
Ferguson Wellman Capital Management
Oregon
$2.44M +$49.4K +625 +2%
WIC
1309
Wilkins Investment Counsel
Massachusetts
$2.44M -$12K -152 -0.5%
AF
1310
Atala Financial
California
$2.43M – – –
WAS
1311
Winch Advisory Services
Wisconsin
$2.42M -$4.66K -59 -0.2%
BAAM
1312
Baker Avenue Asset Management
California
$2.42M +$408K +5,164 +21%
DJSG
1313
D.J. St. Germain
Massachusetts
$2.41M -$13K -165 -0.6%
AWAG
1314
ARS Wealth Advisors Group
Florida
$2.41M +$299K +3,789 +15%
PCG
1315
PFC Capital Group
California
$2.39M -$19.7K -250 -0.8%
BB
1316
Bell Bank
North Dakota
$2.39M -$7.03K -89 -0.3%
B
1317
Bellecapital
Switzerland
$2.38M -$11.5K -146 -0.5%
CCWM
1318
Correct Capital Wealth Management
Missouri
$2.38M -$45.3K -574 -2%
WFS
1319
Widmann Financial Services
Maryland
$2.37M -$37K -469 -2%
IJWM
1320
Inman Jager Wealth Management
Mississippi
$2.37M +$59.5K +753 +3%
LCG
1321
Lakeshore Capital Group
Illinois
$2.36M +$7.5K +95 +0.3%
SB
1322
Strategic Blueprint
Georgia
$2.36M +$259K +3,278 +13%
OWP
1323
Obermeyer Wealth Partners
Colorado
$2.36M -$32.9K -417 -1%
BIM
1324
Baldwin Investment Management
Pennsylvania
$2.35M +$1.28M +16,235 +128%
HCM
1325
Howard Capital Management
Georgia
$2.33M +$1.04M +13,158 +85%
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