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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
4226
Cannon Financial Strategists
Georgia
$578K – – –
WFAG
4227
Wescott Financial Advisory Group
Pennsylvania
$577K -$329K -1,015 -37%
BTIM
4228
BancFirst Trust & Investment Management
Oklahoma
$577K +$556K +1,716 New
PP
4229
PFS Partners
New Jersey
$576K +$556K +1,714 New
MWM
4230
McNaughton Wealth Management
California
$576K +$26.9K +83 +5%
OBWP
4231
O'Brien Wealth Partners
Massachusetts
$574K -$218K -673 -26%
KIM
4232
Karpus Investment Management
New York
$572K – – –
ICM
4233
Intrepid Capital Management
Florida
$571K +$101K +312 +23%
I2I
4234
Insight 2811 Inc
Illinois
$568K +$548K +1,690 New
MC
4235
Manteio Capital
New Jersey
$565K +$545K +1,680 New
VW
4236
Vance Wealth
California
$565K +$545K +1,681 New
PFT
4237
Providence First Trust
Arizona
$563K -$318K -981 -37%
SIMG
4238
Stephens Investment Management Group
Texas
$560K – – –
BIA
4239
Barry Investment Advisors
Massachusetts
$560K +$29.2K +90 +6%
BFS
4240
Beacon Financial Strategies
North Carolina
$559K +$86.6K +267 +19%
CIR
4241
Clear Investment Research
Georgia
$558K +$7.13K +22 +1%
JWS
4242
Juncture Wealth Strategies
Arizona
$557K +$179K +553 +50%
RI
4243
Ridgewood Investments
New Jersey
$546K – – –
MWM
4244
Maripau Wealth Management
Indiana
$546K +$586K +1,807 New
TSS
4245
Thomas Story & Son
Indiana
$543K – – –
PCM
4246
Presidio Capital Management
California
$541K +$522K +1,609 New
KL
4247
KilterHowling LLC
Colorado
$541K +$521K +1,607 New
SC
4248
Shay Capital
New York
$538K -$3.75M -11,552 -88%
ASGS
4249
Alpha Square Group S
New York
$538K +$519K +1,600 New
MA
4250
Maxele Advisors
Missouri
$537K +$518K +1,598 New
168 169
170
171 172