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Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
1626
Woodward Diversified Capital
California
$618K +$634K +47,320 New
JDR
1627
Jay D. Rosenbaum
$617K +$632K +47,240 New
GFS
1628
GYL Financial Synergies
Connecticut
$615K +$10.7K +800 +2%
PMG
1629
ProVise Management Group
Florida
$614K -$58.4K -4,360 -8%
EGA
1630
E&G Advisors
Texas
$613K +$4.82K +360 +0.8%
BW
1631
Bison Wealth
Georgia
$613K +$16.1K +1,200 +3%
SAF
1632
Smith Anglin Financial
Texas
$613K +$628K +46,920 New
LFA
1633
Legacy Financial Advisors
Kentucky
$612K +$82.5K +6,160 +15%
ECG
1634
Edge Capital Group
Georgia
$610K +$31.6K +2,360 +5%
AIP
1635
Almanack Investment Partners
Pennsylvania
$608K -$378K -28,200 -38%
CIP
1636
Convergence Investment Partners
Florida
$608K -$5.36K -400 -0.9%
PC
1637
Pecaut & Co
Iowa
$608K – – –
MFG
1638
Magnus Financial Group
New York
$608K +$83.5K +6,240 +15%
LWMM
1639
Legacy Wealth Management (Mississippi)
Mississippi
$608K – – –
DWM
1640
Doyle Wealth Management
Florida
$606K +$58.9K +4,400 +10%
AIC
1641
Ameritas Investment Company
Nebraska
$604K -$841K -62,800 -58%
BFPW
1642
BOK Financial Private Wealth
Colorado
$603K +$88.9K +6,640 +17%
MIA
1643
MainStreet Investment Advisors
Illinois
$602K +$14.5K +1,080 +2%
MW
1644
Marks Wealth
Maryland
$602K +$617K +46,120 New
RI
1645
Ridgewood Investments
New Jersey
$600K – – –
KNW
1646
Kesler Norman & Wride
Utah
$600K +$615K +45,960 New
PRWA
1647
Platte River Wealth Advisors
Colorado
$599K – – –
CFG
1648
Cooper Financial Group
California
$599K +$123K +9,160 +25%
PMFA
1649
Plante Moran Financial Advisors
Michigan
$599K +$338K +25,280 +123%
PAMP
1650
Polar Asset Management Partners
Ontario, Canada
$596K +$611K +45,640 New
64 65
66
67 68