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Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
1451
Alliance Wealth Advisors (Utah)
Utah
$626K +$595K +6,308 New
TFGT
1452
TS Financial Group (TSFG)
Illinois
$625K -$7.17K -76 -1%
CCWM
1453
Cassaday & Co Wealth Management
Virginia
$622K +$592K +6,275 New
WFA
1454
Wellspring Financial Advisors
Ohio
$622K -$19.1K -202 -3%
GC
1455
Giverny Capital
Quebec, Canada
$621K – – –
PWAG
1456
Polaris Wealth Advisory Group
California
$621K -$849 -9 -0.2%
GPA
1457
Garrison Point Advisors
California
$621K -$9.44K -100 -2%
GC
1458
GFG Capital
Florida
$621K -$82K -869 -12%
PJSIMP
1459
P.J. Schmidt Investment Management (PJS)
Wisconsin
$621K -$93.5K -991 -14%
WAM
1460
Wolverine Asset Management
Illinois
$620K +$134K +1,415 +29%
NERM
1461
New England Research & Management
Illinois
$620K – – –
NFA
1462
Northern Financial Advisors
Michigan
$618K +$588K +6,227 New
NAS
1463
Nicolet Advisory Services
Wisconsin
$618K +$50.3K +533 +10%
SSWM
1464
Strait & Sound Wealth Management
California
$616K +$545K +5,774 New
BFC
1465
Bedel Financial Consulting
Indiana
$615K +$3.77K +40 +0.6%
LCS
1466
Levin Capital Strategies
New York
$608K – – –
KWM
1467
Keebeck Wealth Management
Illinois
$605K +$5.38K +57 +0.9%
HCM
1468
Hall Capital Management
Rhode Island
$602K -$18.5K -196 -3%
BFG
1469
Berger Financial Group
Minnesota
$602K +$22.7K +241 +4%
BA
1470
Ballast Advisors
Minnesota
$601K +$10.1K +107 +2%
BOPW
1471
Brandywine Oak Private Wealth
Pennsylvania
$598K -$61.6K -653 -10%
ACL
1472
Applied Capital LLC
Florida
$598K +$569K +6,025 New
BEAM
1473
Baker Ellis Asset Management
Washington
$597K -$4.72K -50 -0.8%
WIM
1474
Westside Investment Management
California
$596K -$14.7K -156 -1%
AIA
1475
Alera Investment Advisors
Illinois
$596K +$3.68K +39 +0.7%
57 58
59
60 61