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Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1926
Foster Group
Iowa
$1.65M +$1.63M +5,940 New
AWA
1927
Arete Wealth Advisors
Illinois
$1.64M -$898K -3,277 -35%
EM
1928
Excalibur Management
Massachusetts
$1.64M -$134K -487 -7%
GA
1929
GoalVest Advisory
New York
$1.64M +$1.65M +6,016 New
GECH
1930
Garnet Equity Capital Holdings
New York
$1.64M +$1.64M +6,000 New
MWM
1931
Merriman Wealth Management
Washington
$1.64M +$1.07M +3,911 +188%
LJAC
1932
L.J. Altfest & Co
New York
$1.64M +$31K +113 +2%
AF
1933
Allworth Financial
California
$1.63M +$4.66K +17 +0.3%
MFGM
1934
Marshall Financial Group (Maryland)
Maryland
$1.63M +$1.64M +5,976 New
CRWM
1935
Castle Rock Wealth Management
California
$1.63M -$109K -398 -6%
CCM
1936
Courage Capital Management
Tennessee
$1.63M – – –
PCA
1937
Peddock Capital Advisors
Massachusetts
$1.62M +$1.37K +5 +0.1%
BWL
1938
Bogart Wealth LLC
Virginia
$1.62M +$283K +1,032 +21%
MSFS
1939
Main Street Financial Solutions
Pennsylvania
$1.62M +$1.62M +5,917 New
CB
1940
CNB Bank
Pennsylvania
$1.61M -$435K -1,586 -21%
ICM
1941
Intrepid Capital Management
Florida
$1.61M -$61.7K -225 -4%
JWCA
1942
J.W. Coons Advisors
Ohio
$1.6M -$27.4K -100 -2%
PP
1943
Pegasus Partners
Wisconsin
$1.59M +$29.3K +107 +2%
RCG
1944
Rock Creek Group
District of Columbia
$1.59M +$811K +2,957 +103%
FMB
1945
Field & Main Bank
Kentucky
$1.58M -$138K -505 -8%
CA
1946
Cambridge Advisors
Nebraska
$1.58M -$34.3K -125 -2%
FA
1947
FMA Advisory
Pennsylvania
$1.58M -$24.7K -90 -2%
CM
1948
Capula Management
Cayman Islands
$1.56M -$383K -1,396 -20%
CIC
1949
Cornercap Investment Counsel
Georgia
$1.56M -$2.29M -8,359 -52%
BSAM
1950
Blue Square Asset Management
New York
$1.56M -$431K -1,573 -22%
76 77
78
79 80