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Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
1926
F.L. Putnam Investment Management
Massachusetts
$664K -$411K -28,050 -38%
GHA
1927
Granite Harbor Advisors
Texas
$662K +$664K +45,280 New
EC
1928
EdgeRock Capital
Colorado
$661K +$45K +3,070 +7%
VC
1929
Vicus Capital
Pennsylvania
$660K -$79.6K -5,430 -11%
KOMWMG
1930
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$659K +$134K +9,150 +25%
GC
1931
Gilbert & Cook
Iowa
$658K +$3.08K +210 +0.5%
LCM
1932
LCM Capital Management
Illinois
$658K +$13.1K +890 +2%
ACM
1933
Ascendant Capital Management
California
$658K – – –
MCC
1934
Malaga Cove Capital
California
$656K -$51.3K -3,500 -7%
TCM
1935
Tributary Capital Management
Nebraska
$655K -$14.7K -1,000 -2%
RGF
1936
Retirement Guys Formula
Ohio
$654K +$86.2K +5,880 +15%
MA
1937
Modus Advisors
Minnesota
$652K +$61.2K +4,170 +10%
PMG
1938
ProVise Management Group
Florida
$651K -$54.6K -3,720 -8%
CWS
1939
Confluence Wealth Services
Pennsylvania
$650K +$52.5K +3,580 +9%
LA
1940
LVW Advisors
New York
$650K +$7.19K +490 +1%
FWCM
1941
Ferguson Wellman Capital Management
Oregon
$649K +$14.7K +1,000 +2%
WDC
1942
Woodward Diversified Capital
California
$649K -$51.3K -3,500 -7%
HHGA
1943
Halbert Hargrove Global Advisors
California
$649K -$4.25K -290 -0.6%
NHC
1944
Nicholas Hoffman & Company
Georgia
$648K -$53.7K -3,660 -8%
LC
1945
Lavaca Capital
Texas
$648K – – –
XF
1946
XML Financial
Maryland
$647K -$58.2K -3,970 -8%
FIM
1947
Freedom Investment Management
Connecticut
$646K -$204K -13,910 -24%
FG
1948
Fiduciary Group
Georgia
$646K -$14.7K -1,000 -2%
JGUA
1949
John G. Ullman & Associates
New York
$645K -$52.8K -3,600 -8%
DIM
1950
Delta Investment Management
California
$645K -$7.19K -490 -1%
76 77
78
79 80