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Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1951
Lake Street Private Wealth
Illinois
$388K -$123K -2,441 -25%
SWM
1952
Salvus Wealth Management
New Jersey
$388K +$24.9K +495 +7%
MCM
1953
MV Capital Management
Maryland
$387K -$36.2K -720 -9%
OWM
1954
OneAscent Wealth Management
Alabama
$386K -$38K -754 -9%
VFP
1955
Verus Financial Partners
Virginia
$386K -$16.4K -325 -4%
PCFFS
1956
Pacific Center for Financial Services
California
$386K – – –
PPP
1957
Private Portfolio Partners
New Jersey
$386K +$5.84K +116 +2%
SFG
1958
SevenBridge Financial Group
Pennsylvania
$385K – – –
RSWM
1959
Robertson Stephens Wealth Management
California
$385K +$367K +7,289 New
ANBT
1960
American National Bank & Trust
Texas
$383K -$37.4K -743 -9%
LC
1961
Landaas & Company
Wisconsin
$382K – – –
AMCA
1962
Arthur M. Cohen & Associates
Illinois
$380K – – –
APA
1963
Allegiant Private Advisors
Florida
$379K -$43.8K -871 -11%
MA
1964
Mezzasalma Advisors
New Jersey
$379K – – –
CG
1965
Clarus Group
Texas
$379K +$38.5K +764 +12%
BB
1966
Berkshire Bank
Massachusetts
$378K -$7.55K -150 -2%
MFG
1967
Menard Financial Group
Texas
$377K -$15.9K -315 -4%
JBA
1968
Johnson Bixby & Associates
Washington
$377K -$101 -2 -0%
KJHP
1969
K.J. Harrison & Partners
Ontario, Canada
$374K -$103K -2,050 -22%
NA
1970
Navellier & Associates
Nevada
$374K -$54.2K -1,077 -13%
SAG
1971
Spotlight Asset Group
Illinois
$374K -$6.54K -130 -2%
SIG
1972
Sargent Investment Group
Maryland
$373K -$50.3K -1,000 -12%
SAM
1973
SignalPoint Asset Management
Missouri
$371K +$2.52K +50 +0.7%
ITIM
1974
Indiana Trust & Investment Management
Indiana
$371K +$5.03K +100 +1%
XF
1975
XML Financial
Maryland
$370K -$153K -3,035 -30%
77 78
79
80 81