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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1601
Sovereign Financial Group
Connecticut
$2M +$322K +2,850 +24%
KA
1602
Kozak & Associates
Colorado
$2M -$1.13K -10 -0.1%
KA
1603
Klingman & Associates
New York
$1.99M +$300K +2,650 +22%
ZI
1604
ZEGA Investments
Florida
$1.99M +$132K +1,170 +9%
FAFN
1605
First Affirmative Financial Network
Colorado
$1.99M +$158K +1,400 +10%
AEPWM
1606
Atlantic Edge Private Wealth Management
Florida
$1.99M -$21.5K -190 -1%
DWM
1607
Darwin Wealth Management
Florida
$1.98M +$618K +5,470 +59%
WCM
1608
Whitener Capital Management
North Carolina
$1.98M -$27.1K -240 -2%
NSIM
1609
North Star Investment Management
Illinois
$1.97M -$5.65K -50 -0.3%
WA
1610
Waddell & Associates
Tennessee
$1.97M +$6.78K +60 +0.4%
AC
1611
Apella Capital
Connecticut
$1.96M +$148K +1,310 +9%
SIC
1612
SFE Investment Counsel
California
$1.96M +$6.78K +60 +0.4%
LAM
1613
Lifestyle Asset Management
Texas
$1.95M +$1.19M +10,510 +257%
SAM
1614
Strategy Asset Managers
California
$1.95M +$165K +1,460 +11%
ACM
1615
Anfield Capital Management
California
$1.95M – – –
MHC
1616
May Hill Capital
Massachusetts
$1.95M +$58.8K +520 +4%
CB
1617
CNB Bank
Pennsylvania
$1.95M -$82.5K -730 -5%
NAS
1618
Nicolet Advisory Services
Wisconsin
$1.95M +$187K +1,650 +11%
DI
1619
Diligent Investors
California
$1.94M +$66.7K +590 +4%
IQI
1620
Integrated Quantitative Investments
Washington
$1.94M +$1.64M +14,500 New
GIP
1621
Granite Investment Partners
California
$1.94M – – –
CPC
1622
Congress Park Capital
New York
$1.94M -$7.92K -70 -0.5%
AL
1623
Aspiriant LLC
California
$1.94M +$4.52K +40 +0.3%
KA
1624
KLCM Advisors
Wisconsin
$1.93M – – –
RH
1625
RFG Holdings
Texas
$1.93M +$150K +1,330 +10%
63 64
65
66 67