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Name Holding Trade Value Shares
Change 		Change in
Stake
ESBC
2526
E.S. Barr & Co
Kentucky
$528K – – –
CA
2527
Callahan Advisors
Texas
$525K – – –
DFA
2528
Delta Financial Advisors
Louisiana
$525K -$14.6K -120 -3%
GJIA
2529
Glass Jacobson Investment Advisors
Maryland
$525K +$40.3K +330 +8%
FMP
2530
Financial Management Professionals
Texas
$525K +$189K +1,550 +55%
PBF
2531
Petix & Botte Financial
California
$525K – – –
GSIS
2532
Global Strategic Investment Solutions
Arizona
$524K -$1.22K -10 -0.2%
PFG
2533
Putney Financial Group
California
$524K +$6.1K +50 +1%
JCIA
2534
Jackson Creek Investment Advisors
Colorado
$523K -$1.22K -10 -0.2%
CFSG
2535
Clark Financial Services Group
Missouri
$523K +$31.7K +260 +6%
FFG
2536
Frisch Financial Group
New York
$522K – – –
LI
2537
Louisbourg Investments
New Brunswick, Canada
$522K +$12.2K +100 +2%
SWA
2538
Strategies Wealth Advisors
Michigan
$520K -$54.9K -450 -9%
QL
2539
Quarry LP
New York
$520K -$286K -2,340 -35%
PIP
2540
Peachtree Investment Partners
Florida
$520K -$73.2K -600 -12%
OFG
2541
Oxford Financial Group
Indiana
$519K +$70.8K +580 +15%
SFG
2542
Seamount Financial Group
Colorado
$518K +$19.5K +160 +4%
PGAM
2543
Princeton Global Asset Management
New Jersey
$514K +$123K +1,010 +31%
PW
2544
Potentia Wealth
California
$514K – – –
FC
2545
Financial Council
Maryland
$514K +$24.4K +200 +5%
WWA
2546
Wisconsin Wealth Advisors
Wisconsin
$514K – – –
CAL
2547
Capital Advisors Ltd
Ohio
$514K -$7.32K -60 -1%
RFA
2548
Rollins Financial Advisors
New York
$513K -$2.44K -20 -0.5%
UWPG
2549
Ullmann Wealth Partners Group
Florida
$513K +$13.4K +110 +3%
KWMG
2550
King Wealth Management Group
Florida
$512K +$521K +4,270 New
100 101
102
103 104