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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2201
Latitude Advisors
Florida
$673K -$7.91K -17 -1%
DSN
2202
D. Scott Neal
Kentucky
$673K +$6.05K +13 +1%
AWAP
2203
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$673K -$6.51K -14 -1%
PIC
2204
Portland Investment Counsel
Ontario, Canada
$673K – – –
FC
2205
FORA Capital
Florida
$673K +$634K +1,363 New
MFG
2206
Midwest Financial Group
Kansas
$673K +$2.79K +6 +0.4%
CWM
2207
Centurion Wealth Management
Virginia
$673K +$634K +1,363 New
BTWM
2208
Baker Tilly Wealth Management
Wisconsin
$671K -$368K -792 -37%
NAS
2209
NWF Advisory Services
California
$668K +$215K +463 +52%
GIP
2210
Granite Investment Partners
California
$668K – – –
FCM
2211
FJ Capital Management
Virginia
$668K +$629K +1,353 New
T
2212
TOBAM
France
$668K +$21.9K +47 +4%
BAM
2213
BOS Asset Management
Illinois
$667K – – –
CPSAC
2214
Chas P. Smith & Associates (CPS)
Florida
$665K -$7.91K -17 -1%
VC
2215
Veery Capital
Delaware
$663K -$465 -1 -0.1%
HKIM
2216
Hayek Kallen Investment Management
Alabama
$661K – – –
BI
2217
BlueSpruce Investments
Illinois
$660K – – –
MC
2218
Matisse Capital
Oregon
$656K – – –
PFG
2219
Prosperity Financial Group
California
$653K +$25.1K +54 +4%
PWM
2220
Proathlete Wealth Management
Florida
$651K -$465 -1 -0.1%
PW
2221
Peninsula Wealth
California
$648K +$23.3K +50 +4%
AC
2222
AlphaCore Capital
California
$648K +$240K +516 +65%
CPA
2223
Cardiff Park Advisors
California
$646K -$11.2K -24 -2%
CIP
2224
Convergence Investment Partners
Florida
$645K -$19.1K -41 -3%
LF
2225
Lantz Financial
Illinois
$644K +$124K +267 +26%
87 88
89
90 91