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Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
1926
Kore Private Wealth
New York
$529K +$60.5K +3,830 +10%
FWCM
1927
Ferguson Wellman Capital Management
Oregon
$527K -$23.9M -1,509,270 -97%
TFGT
1928
TS Financial Group (TSFG)
Illinois
$527K +$22.6K +1,430 +3%
CPA
1929
Cardiff Park Advisors
California
$525K -$49.3K -3,120 -7%
PRWA
1930
Platte River Wealth Advisors
Colorado
$524K -$203K -12,850 -23%
CAWM
1931
Capital Advisors Wealth Management
Washington
$524K -$62.8K -3,970 -8%
TAM
1932
Todd Asset Management
Kentucky
$521K – – –
BC
1933
Bridgefront Capital
Texas
$519K +$676K +42,750 New
ALAM
1934
Asahi Life Asset Management
Japan
$518K -$304K -19,200 -31%
SIC
1935
Samalin Investment Counsel
New York
$518K +$165K +10,440 +32%
GSB
1936
Greenfield Savings Bank
Massachusetts
$517K -$31.1K -1,970 -4%
EMFAT
1937
Emerald Mutual Fund Advisers Trust
Pennsylvania
$517K -$16.9K -1,070 -2%
WCM
1938
WealthBridge Capital Management
Ohio
$517K – – –
CDH
1939
Charles D. Hyman
$517K +$9.17K +580 +1%
MCC
1940
Money Concepts Capital
Florida
$516K -$1.65M -104,160 -71%
GG
1941
Golden Green
South Carolina
$516K -$18K -1,140 -3%
GCM
1942
G2 Capital Management
Ohio
$516K – – –
PAA
1943
Peregrine Asset Advisers
Oregon
$513K -$69.4K -4,390 -9%
DCM
1944
Delta Capital Management
New Jersey
$513K – – –
AFG
1945
Albion Financial Group
Utah
$513K +$632 +40 +0.1%
TP
1946
Tranquility Partners
Tennessee
$512K -$1.42K -90 -0.2%
EC
1947
EdgeRock Capital
Colorado
$512K +$667K +42,160 New
CBN
1948
Cadence Bank NA
Texas
$511K -$3.88M -245,590 -85%
ABP
1949
Arthur B. Page
$511K +$71.6K +4,530 +12%
SAM
1950
Strategy Asset Managers
California
$510K -$332K -20,970 -33%
76 77
78
79 80