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Name Holding Trade Value Shares
Change 		Change in
Stake
VV
2926
Verity & Verity
South Carolina
$230K +$245K +895 New
LCWP
2927
Legacy Capital Wealth Partners
Arkansas
$229K +$217K +793 New
CCG
2928
Chatham Capital Group
Georgia
$229K +$230K +838 New
LFASL
2929
Lugano Financial Advisors SA (LFA)
Switzerland
$228K – – –
PFM
2930
Peak Financial Management
Massachusetts
$227K +$228K +831 New
FBA
2931
Front Barnett Associates
Illinois
$226K -$35.4K -129 -13%
FPCG
2932
Fort Pitt Capital Group
Pennsylvania
$225K +$9.32K +34 +4%
SSWM
2933
Smith Salley Wealth Management
North Carolina
$225K +$226K +823 New
MIM
2934
MTM Investment Management
South Carolina
$225K +$226K +824 New
SWP
2935
ShoreHaven Wealth Partners
New Jersey
$224K +$225K +820 New
RP
2936
Riverbridge Partners
Minnesota
$222K -$2.74K -10 -1%
IFG
2937
Investors Financial Group
Minnesota
$222K +$5.48K +20 +3%
PPW
2938
Pasadena Private Wealth
California
$221K -$31K -113 -12%
EIA
2939
Eldridge Investment Advisors
New Hampshire
$221K – – –
PIM
2940
Penobscot Investment Management
Massachusetts
$221K – – –
HPCM
2941
High Pointe Capital Management
Illinois
$219K – – –
LC
2942
Lincoln Capital
Nebraska
$219K – – –
MPIA
2943
Mountain Pacific Investment Advisers
Idaho
$219K – – –
PS
2944
Portfolio Strategies
New York
$219K – – –
UIA
2945
UBP Investment Advisors
Switzerland
$219K – – –
WPC
2946
White Pine Capital
Minnesota
$219K – – –
UWM
2947
USAdvisors Wealth Management
Minnesota
$219K +$220K +803 New
RMAM
2948
Raab & Moskowitz Asset Management
New Jersey
$218K – – –
KL
2949
KWMG LLC
Kansas
$218K +$218K +797 New
AIC
2950
Ayalon Insurance Company
Israel
$217K -$73.2K -267 -25%
116 117
118
119 120