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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2601
Illumine Investment Management
Washington
$513K – – –
PCS
2602
Private Client Services
Kentucky
$513K -$4.02K -7 -0.8%
TTWM
2603
TCV Trust & Wealth Management
Virginia
$512K +$64.3K +112 +14%
WI
2604
WBI Investments
New Jersey
$512K +$517K +901 New
PCM
2605
PAR Capital Management
Massachusetts
$512K – – –
CG
2606
Cynosure Group
Utah
$511K – – –
AWA
2607
AGH Wealth Advisors
Kansas
$510K +$14.4K +25 +3%
BFC
2608
Bedel Financial Consulting
Indiana
$508K -$1.15K -2 -0.2%
SIAG
2609
Safeguard Investment Advisory Group
California
$508K +$64.9K +113 +14%
DAL
2610
Delta Accumulation LLC
California
$507K +$574 +1 +0.1%
VCM
2611
Vivaldi Capital Management
Illinois
$506K +$16.1K +28 +3%
SGFG
2612
Silver Grove Financial Group
New York
$506K +$511K +889 New
PFM
2613
Potomac Fund Management
Florida
$504K +$125K +218 +33%
VCP
2614
Verus Capital Partners
Arizona
$504K -$54K -94 -10%
PGA
2615
Portland Global Advisors
Maine
$504K +$192K +335 +61%
FBFS
2616
First Business Financial Services
Wisconsin
$503K – – –
LSA
2617
Lion Street Advisors
Texas
$503K +$37.9K +66 +5%
GAG
2618
Goodman Advisory Group
Massachusetts
$502K +$63.2K +110 +14%
EHWM
2619
Eads & Heald Wealth Management
Georgia
$502K – – –
WA
2620
Wealthstream Advisors
New York
$501K +$36.8K +64 +8%
ECM
2621
Element Capital Management
New York
$501K +$505K +880 New
OHIS
2622
Oak Harvest Investment Services
Texas
$500K -$2.93M -5,094 -85%
BMC
2623
Benin Management Corp
Connecticut
$499K – – –
KW
2624
Keyvantage Wealth
Pennsylvania
$499K +$13.2K +23 +3%
LAM
2625
Lewis Asset Management
California
$499K +$48.8K +85 +11%
103 104
105
106 107