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Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
1676
Legacy Private Trust
Wisconsin
$920K +$1M +3,536 New
OHU
1677
Odey Holdings (UK)
United Kingdom
$919K +$434K +1,530 +77%
WP
1678
WealthPLAN Partners
Nebraska
$917K +$42K +148 +3%
BW
1679
Bison Wealth
Georgia
$916K -$50.5K -178 -5%
PWP
1680
Principle Wealth Partners
Connecticut
$913K – – –
BAM
1681
Boyar Asset Management
New York
$911K – – –
EC
1682
EJF Capital
Virginia
$911K +$567K +2,000 +133%
KFS
1683
Kaizen Financial Strategies
California
$911K +$994K +3,502 New
FP
1684
Foundry Partners
Minnesota
$907K +$401K +1,414 +68%
RA
1685
Royce & Associates
New York
$902K – – –
MSS
1686
Mitchell Sinkler & Starr
Pennsylvania
$899K +$52.5K +185 +6%
HCM
1687
HGI Capital Management
New York
$898K – – –
S
1688
swisspartners
Liechtenstein
$895K – – –
AF
1689
Allworth Financial
California
$890K +$693K +2,442 +249%
SLWA
1690
San Luis Wealth Advisors
California
$890K +$970K +3,420 New
DC
1691
Diametric Capital
Massachusetts
$889K +$559K +1,972 +136%
PWA
1692
Phoenix Wealth Advisors
North Carolina
$887K +$3.4K +12 +0.4%
VWA
1693
Visionary Wealth Advisors
Illinois
$885K +$293K +1,032 +44%
GB
1694
Goepper Burkhardt
South Carolina
$882K – – –
EW
1695
Evoke Wealth
California
$880K +$13.9K +49 +1%
CPO
1696
Cerity Partners OCIO
New York
$874K +$104K +367 +12%
TAM
1697
Townsend Asset Management
North Carolina
$873K -$28.4K -100 -3%
JHCP
1698
Jackson Hole Capital Partners
Oklahoma
$873K +$251K +885 +36%
BFPW
1699
BOK Financial Private Wealth
Colorado
$872K +$114K +401 +14%
PAIM
1700
Punch & Associates Investment Management
Minnesota
$871K – – –
66 67
68
69 70