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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
2376
Aspiriant LLC
California
$216K +$173K +10,800 New
CCP
2377
Cassia Capital Partners
North Carolina
$216K +$173K +10,800 New
NRI
2378
NFP Retirement Inc
California
$215K +$172K +10,760 New
PWA
2379
Providence Wealth Advisors
Illinois
$215K +$167K +10,400 New
SFG
2380
SNS Financial Group
Minnesota
$215K +$172K +10,760 New
NPF
2381
Norris Perne & French
Michigan
$212K +$170K +10,600 New
AWM
2382
Altus Wealth Management
Kentucky
$210K +$168K +10,480 New
PCMC
2383
Private Capital Management (Colorado)
Colorado
$210K +$169K +10,520 New
JIC
2384
Joel Isaacson & Co
New York
$209K +$167K +10,440 New
JF
2385
JSF Financial
California
$209K +$167K +10,440 New
WA
2386
WealthTrust Axiom
Pennsylvania
$209K +$167K +10,440 New
MGWM
2387
Marks Group Wealth Management
Minnesota
$208K +$166K +10,360 New
EIA
2388
Edgemoor Investment Advisors
Maryland
$208K +$167K +10,400 New
OFW
2389
Omnia Family Wealth
Florida
$208K +$167K +10,400 New
AMG
2390
Asset Management Group
Connecticut
$206K +$165K +10,280 New
CCM
2391
Chilton Capital Management
Texas
$204K +$164K +10,200 New
ACA
2392
Atlas Capital Advisors
Wyoming
$203K -$11.5K -720 -7%
MAM
2393
Martingale Asset Management
Massachusetts
$203K -$12.2M -762,040 -99%
OCG
2394
Opus Capital Group
Ohio
$202K +$162K +10,080 New
DWP
2395
Destiny Wealth Partners
Florida
$200K – – –
EM
2396
ELCO Management
New York
$200K +$160K +10,000 New
MCA
2397
Magnolia Capital Advisors
Mississippi
$200K +$160K +10,000 New
OCM
2398
Osterweis Capital Management
California
$200K +$160K +10,000 New
WAM
2399
Wolverine Asset Management
Illinois
$198K +$98.7K +6,160 +164%
SC
2400
SouthState Corp
Florida
$197K +$38.5K +2,400 +32%
94 95
96
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