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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
4776
Cypress Financial Planning
New Jersey
$802K +$772K +1,907 New
RWM
4777
Ruedi Wealth Management
Illinois
$802K +$22.7K +56 +3%
KBG
4778
Kahn Brothers Group
New York
$801K +$770K +1,902 New
EAM
4779
Exane Asset Management
France
$799K +$769K +1,900 New
VEA
4780
Virtus ETF Advisers
New York
$798K +$49.8K +123 +7%
SIA
4781
Spectrum Investment Advisors
Wisconsin
$797K +$24.3K +60 +3%
PFA
4782
Plotkin Financial Advisors
Maryland
$795K -$8.5K -21 -1%
MBFW
4783
Morton Brown Family Wealth
Pennsylvania
$794K -$181K -446 -19%
MSF
4784
Mustard Seed Financial
Arkansas
$791K – – –
PFC
4785
Poplar Forest Capital
California
$786K – – –
GRA
4786
Golden Road Advisors
Florida
$786K -$22.7K -56 -3%
MIM
4787
Martin Investment Management
Florida
$781K – – –
HG
4788
Harbor Group
New Hampshire
$780K +$64.8K +160 +9%
MGWA
4789
Monument Group Wealth Advisors
Massachusetts
$778K -$87.4K -216 -10%
CFG
4790
Compton Financial Group
Maryland
$776K -$47.8K -118 -6%
FFP
4791
Forbes Financial Planning
Rhode Island
$776K – – –
FG
4792
Fairman Group
Pennsylvania
$776K -$117K -288 -14%
KFG
4793
Kingdom Financial Group
Arizona
$775K -$778K -1,922 -51%
KCM
4794
Kaye Capital Management
California
$775K -$14.6K -36 -2%
IWP
4795
IAG Wealth Partners
Wisconsin
$773K +$7.69K +19 +1%
PVH
4796
Psagot Value Holdings
Israel
$772K -$10.1M -24,913 -93%
AFA
4797
Atlas Financial Advisors
California
$770K +$198K +490 +37%
MC
4798
McCarthy & Cox
Ohio
$762K +$733K +1,811 New
FS
4799
Financial Symmetry
North Carolina
$760K +$39.3K +97 +6%
LAM
4800
Lingohr Asset Management
Germany
$760K -$144K -355 -16%
190 191
192
193 194