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Name Holding Trade Value Shares
Change 		Change in
Stake
FZCM
2201
Flynn Zito Capital Management
New York
$796K – – –
BFA
2202
Beacon Financial Advisory
Ohio
$796K +$24K +272 +3%
EPG
2203
Estate Planners Group
Pennsylvania
$796K +$96.4K +1,094 +15%
KCFA
2204
Key Client Fiduciary Advisors
New Jersey
$795K +$336K +3,814 +86%
BFG
2205
Birch Financial Group
New Hampshire
$795K -$128K -1,450 -15%
FWCM
2206
Ferguson Wellman Capital Management
Oregon
$794K +$80.5K +914 +12%
PW
2207
Paladin Wealth
Minnesota
$793K -$17.5K -199 -2%
MFWP
2208
Mosaic Family Wealth Partners
Missouri
$790K +$93.4K +1,060 +15%
NHC
2209
Nicholas Hoffman & Company
Georgia
$785K +$55.6K +631 +8%
AU
2210
AlphaGrep UK
$785K -$824K -9,347 -53%
OAM
2211
Oak Asset Management
California
$785K – – –
SHFG
2212
S Harris Financial Group
Texas
$784K +$127K +1,439 +21%
SCM
2213
Sunbeam Capital Management
Georgia
$784K +$20.4K +231 +3%
WC
2214
Whitney & Co
New York
$784K +$314K +3,560 +78%
GCM
2215
Generation Capital Management
New York
$784K -$1.15M -13,090 -62%
CA
2216
Calton & Associates
Florida
$782K +$245K +2,778 +52%
AFW
2217
Avantra Family Wealth
Pennsylvania
$780K -$279K -3,169 -28%
BCM
2218
Bayesian Capital Management
New York
$779K -$441K -5,000 -38%
MMCM
2219
Murphy & Mullick Capital Management
New York
$779K +$36.1K +410 +5%
RCG
2220
Ruane, Cunniff & Goldfarb
New York
$778K +$253K +2,871 +55%
SWM
2221
SHP Wealth Management
Massachusetts
$776K +$26.4K +300 +4%
SIA
2222
Strategic Investment Advisors
Michigan
$776K +$83.7K +950 +14%
AA
2223
Aire Advisors
California
$773K +$44.9K +510 +7%
DAM
2224
Draper Asset Management
New York
$770K +$705K +8,006 New
BG
2225
Bahl & Gaynor
Ohio
$770K +$156K +1,775 +28%
87 88
89
90 91