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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1701
Strategic Wealth Partners
Ohio
$13.8M +$2.43M +17,632 +21%
VCM
1702
Vision Capital Management
Oregon
$13.8M -$31.4K -228 -0.2%
PFA
1703
Pure Financial Advisors
California
$13.8M +$2.12M +15,358 +18%
WKSWA
1704
White Knight Strategic Wealth Advisors
New Jersey
$13.7M +$7.06M +51,223 +100%
LFA
1705
Legacy Financial Advisors
Kentucky
$13.7M -$3.45K -25 -0%
MHS
1706
M Holdings Securities
Oregon
$13.7M -$116K -840 -0.8%
SAM
1707
SP Asset Management
California
$13.7M -$59.8K -434 -0.4%
TWM
1708
TriaGen Wealth Management
California
$13.7M +$5.08M +36,879 +57%
TAM
1709
Tucker Asset Management
Colorado
$13.7M +$750K +5,438 +6%
GIM
1710
Goelzer Investment Management
Indiana
$13.6M +$48.9K +355 +0.4%
CCT
1711
Capital City Trust
Florida
$13.6M -$1.21M -8,743 -8%
MAM
1712
Martingale Asset Management
Massachusetts
$13.6M +$304K +2,205 +2%
AJ
1713
Ashburton (Jersey)
Jersey
$13.6M -$17.9M -129,531 -56%
PFP
1714
Paragon Financial Partners
California
$13.6M +$1.65K +12 +0%
ANTB
1715
AMG National Trust Bank
Colorado
$13.5M -$1.02M -7,383 -7%
CPIA
1716
Cornell Pochily Investment Advisors
New York
$13.5M -$429K -3,114 -3%
MCM
1717
Manchester Capital Management
Vermont
$13.5M -$275K -1,995 -2%
DCM
1718
Dudley Capital Management
Virginia
$13.4M -$436K -3,164 -3%
DJYG
1719
David J. Yvars Group
Florida
$13.4M -$1.49M -10,845 -10%
SWK
1720
Stephen W. Kidder
$13.4M -$641K -4,647 -4%
CCP
1721
Cunning Capital Partners
North Carolina
$13.4M – – –
MWVC
1722
Morgens Waterfall Vintiadis & Co
New York
$13.4M – – –
KWM
1723
Keebeck Wealth Management
Illinois
$13.4M +$134K +973 +1%
PCM
1724
Polymer Capital Management
New York
$13.4M +$13.8M +99,800 New
CWM
1725
Connecticut Wealth Management
Connecticut
$13.4M +$384K +2,785 +3%
67 68
69
70 71