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Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
4051
Horizon Kinetics Asset Management
New York
$543K +$242K +396 +70%
BFP
4052
Birchwood Financial Partners
Minnesota
$543K – – –
BC
4053
Burnham & Co
Michigan
$542K +$589K +963 New
AP
4054
Atwood & Palmer
Missouri
$542K +$27.5K +45 +5%
SHA
4055
Seneca House Advisors
Virginia
$541K +$63.6K +104 +12%
SFG
4056
Southern Financial Group
Alabama
$541K -$13.5K -22 -2%
OWM
4057
Orgel Wealth Management
Wisconsin
$541K +$25.7K +42 +5%
LIA
4058
LifePlan Investment Advisors
North Carolina
$540K +$43.4K +71 +8%
PWM
4059
Paulson Wealth Management
Illinois
$540K +$4.89K +8 +0.8%
IAG
4060
Investmark Advisory Group
Connecticut
$540K +$69.7K +114 +14%
LG
4061
LAM Group
Oregon
$540K – – –
LC
4062
Lincoln Capital
Nebraska
$539K +$3.67K +6 +0.6%
LWPC
4063
Legacy Wealth Partners (Colorado)
Colorado
$537K -$40.4K -66 -6%
AWP
4064
Avid Wealth Partners
Texas
$536K -$96.6K -158 -14%
SLG
4065
Sanchez Levi Garrett
$536K +$40.4K +66 +7%
GWA
4066
Genesis Wealth Advisors
Massachusetts
$535K – – –
CFO
4067
Capitol Family Office
Oregon
$535K +$119K +194 +26%
PPW
4068
Presilium Private Wealth
Pennsylvania
$535K -$2.45K -4 -0.4%
GCP
4069
Gill Capital Partners
Colorado
$533K -$6.12K -10 -1%
BF
4070
Baring Financial
Washington
$533K -$3.06K -5 -0.5%
SWMG
4071
Sard Wealth Management Group
Georgia
$533K +$7.34K +12 +1%
BWM
4072
BankPlus Wealth Management
Mississippi
$532K +$125K +205 +28%
WCM
4073
Windsor Capital Management
Arizona
$530K – – –
BH
4074
Burk Holdings
Oklahoma
$529K -$59.3K -97 -9%
S
4075
Sachetta
Massachusetts
$527K +$103K +169 +22%
161 162
163
164 165