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Name Holding Trade Value Shares
Change 		Change in
Stake
IVP
1951
Intrinsic Value Partners
Arizona
$5.02M -$26.3K -41 -0.5%
LI
1952
LRI Investments
Florida
$5.02M +$988K +1,542 +5%
FFG
1953
Fortem Financial Group
California
$5.01M +$350K +546 +7%
NAM
1954
NTV Asset Management
West Virginia
$5.01M -$393K -613 -7%
EGM
1955
Encore Global Management
Texas
$5.01M +$5.61M +8,750 New
WAP
1956
Wealth Analytics Partners
California
$5M +$30.1K +47 +0.5%
KWM
1957
Keebeck Wealth Management
Illinois
$5M +$1.1M +1,715 +24%
TW
1958
Tempo Wealth
Ohio
$4.99M +$720K +1,123 +15%
VR
1959
Vision Retirement
New Jersey
$4.99M -$89.1K -139 -2%
RP
1960
Ravenswood Partners
Virginia
$4.98M +$5.58M +8,712 New
RA
1961
RiverPark Advisors
New York
$4.98M -$335K -522 -6%
MIA
1962
MainStreet Investment Advisors
Illinois
$4.98M -$232K -362 -4%
JAM
1963
JW Asset Management
Florida
$4.98M – – –
SC
1964
Skylands Capital
Wisconsin
$4.97M +$311K +485 +6%
VWM
1965
VCI Wealth Management
Missouri
$4.97M -$504K -787 -8%
SP
1966
SmartHarvest Portfolios
Washington
$4.96M -$1.27M -1,974 -19%
MAMA
1967
Myriad Asset Management Advisors
Florida
$4.95M -$3.57M -5,571 -39%
GWMIA
1968
Global Wealth Management Investment Advisory
Florida
$4.94M +$142K +222 +3%
CCG
1969
Cypress Capital Group
Florida
$4.94M -$353K -551 -6%
LAM
1970
LOM Asset Management
$4.94M -$67.3K -105 -1%
PT
1971
Plimoth Trust
Massachusetts
$4.94M +$474K +739 +9%
MA
1972
MONECO Advisors
Connecticut
$4.93M +$189K +295 +4%
ISWM
1973
Intesa Sanpaolo Wealth Management
$4.93M +$464K +724 +9%
CCG
1974
Ceeto Capital Group
Florida
$4.93M -$1.28M -2,000 -19%
WR
1975
WD Rutherford
Oregon
$4.92M +$14.7K +23 +0.3%
77 78
79
80 81