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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2101
SRH Advisors
Kansas
$342K – – –
DWM
2102
Dakota Wealth Management
Florida
$338K – – –
JIP
2103
Jaffetilchin Investment Partners
Florida
$334K -$56.3K -1,069 -15%
ECM
2104
Ensemble Capital Management
California
$333K – – –
PGCM
2105
Prescott Group Capital Management
Oklahoma
$333K – – –
SHWM
2106
Smith & Howard Wealth Management
Georgia
$332K +$32K +608 +11%
DAS
2107
Dynamic Advisor Solutions
Arizona
$329K +$312K +5,933 New
BFG
2108
Bouchey Financial Group
New York
$328K +$53 +1 +0%
TCM
2109
TD Capital Management
Tennessee
$326K – – –
UF
2110
Univest Financial
Pennsylvania
$326K +$10.2K +194 +3%
LCM
2111
Lucas Capital Management
New Jersey
$325K -$23.7K -450 -7%
AP
2112
Atwood & Palmer
Missouri
$325K – – –
GIM
2113
Groesbeck Investment Management
New Jersey
$325K – – –
CCM
2114
Copeland Capital Management
Pennsylvania
$319K – – –
KL
2115
KWMG LLC
Kansas
$317K -$9.05K -172 -3%
NEPWA
2116
New England Private Wealth Advisors
Massachusetts
$316K +$31.8K +605 +12%
AWE
2117
Avidian Wealth Enterprises
Texas
$316K +$300K +5,694 New
GAAM
2118
Guinness Atkinson Asset Management
California
$315K -$90K -1,710 -23%
GAM
2119
Garrison Asset Management
Arkansas
$314K -$2.84K -54 -0.9%
CB
2120
Cooke & Bieler
Pennsylvania
$311K -$42.1K -800 -13%
BFM
2121
Boothbay Fund Management
New York
$309K -$16K -304 -5%
TT
2122
Tiedemann Trust
Delaware
$308K +$292K +5,553 New
CL
2123
CIM LLC
New York
$307K -$789 -15 -0.3%
DE
2124
Day & Ennis
Georgia
$305K +$289K +5,501 New
KL
2125
Kinsight LLC
Alabama
$301K – – –
83 84
85
86 87