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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
2976
Derbend Asset Management
Georgia
$261K – – –
MW
2977
Milestone Wealth
New York
$261K – – –
PFA
2978
Pathway Financial Advisors
Vermont
$261K – – –
SCA
2979
Southern Capital Advisors
Tennessee
$261K +$75K +300 +34%
BMO
2980
Beck Mack & Oliver
New York
$260K -$156K -625 -35%
IAS
2981
Investment Advisory Services
Texas
$260K – – –
HFP
2982
Holistic Financial Partners
Indiana
$259K -$33.5K -134 -10%
OGF
2983
Orin Green Financial
California
$259K +$291K +1,163 New
EP
2984
Equius Partners
California
$258K -$25K -100 -8%
JGIA
2985
Jackson Grant Investment Advisers
Connecticut
$257K – – –
BWM
2986
BCGM Wealth Management
Indiana
$256K – – –
GG
2987
GenWealth Group
New Jersey
$256K – – –
AWM
2988
Affinity Wealth Management
Delaware
$255K -$2.25K -9 -0.7%
RG
2989
Retirement Group
California
$255K +$138K +551 +92%
SSIM
2990
Sheets Smith Investment Management
Texas
$253K -$1.95M -7,808 -87%
KFI
2991
Key Financial Inc
Pennsylvania
$253K -$2.5K -10 -0.9%
AP
2992
Atwood & Palmer
Missouri
$252K -$8.75K -35 -3%
OA
2993
Oxbow Advisors
Texas
$251K -$14M -55,996 -98%
BWM
2994
Brickley Wealth Management
California
$251K -$25K -100 -8%
GG
2995
Greenwood Gearhart
Arkansas
$251K – – –
CCFCSB
2996
Cape Cod Five Cents Savings Bank
Massachusetts
$251K +$54.7K +219 +24%
CCA
2997
Clearwater Capital Advisors
Illinois
$251K +$57.2K +229 +25%
BCMLT
2998
Beacon Capital Management LLC (Tennessee)
Tennessee
$251K +$282K +1,127 New
EARNEST Partners
2999
EARNEST Partners
Georgia
$250K – – –
ECG
3000
EPIQ Capital Group
California
$250K – – –