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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
4151
Baron Financial Group
New Jersey
$562K +$271 +1 +0%
OBWP
4152
O'Brien Wealth Partners
Massachusetts
$560K -$93.9K -346 -14%
WF
4153
Whelan Financial
California
$557K -$202K -744 -26%
ACA
4154
Ascension Capital Advisors
Texas
$557K – – –
HCM
4155
Howard Capital Management
Georgia
$557K +$76.5K +282 +15%
T
4156
TOBAM
France
$556K +$546K +2,011 +1,297%
CCM
4157
Carmel Capital Management
California
$551K – – –
RPSA
4158
Richard P. Slaughter Associates
Texas
$550K +$57.3K +211 +11%
BIA
4159
BHK Investment Advisors
Alabama
$549K +$49.1K +181 +9%
ADIM
4160
Alpha DNA Investment Management
Maryland
$547K +$26.3K +97 +5%
OFG
4161
OmniStar Financial Group
North Carolina
$545K -$35.8K -132 -6%
DWMG
4162
DB Wealth Management Group
California
$543K – – –
BSWM
4163
Boston Standard Wealth Management
Massachusetts
$542K +$1.09K +4 +0.2%
WAM
4164
Weiss Asset Management
Massachusetts
$542K +$573K +2,110 New
ASGS
4165
Alpha Square Group S
New York
$539K -$407K -1,500 -42%
SMG
4166
Smart Money Group
Texas
$536K -$12.2K -45 -2%
DC
4167
Defender Capital
North Carolina
$535K – – –
LWIC
4168
Leith Wheeler Investment Counsel
British Columbia, Canada
$531K +$436K +1,605 New
BA
4169
Ballew Advisors
Mississippi
$529K -$15.5K -57 -3%
MIAS
4170
Mason Investment Advisory Services
Virginia
$529K -$850K -3,131 -60%
PCMM
4171
Piedmont Capital Management (Montana)
Montana
$527K -$52.7K -194 -9%
AFIA
4172
America First Investment Advisors
Nebraska
$527K – – –
SCM
4173
Seascape Capital Management
New Hampshire
$527K +$28.5K +105 +5%
E
4174
ETFidea
New York
$527K +$99.9K +368 +22%
HCRE
4175
Hoya Capital Real Estate
Connecticut
$525K – – –
165 166
167
168 169