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Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
1476
Financial Gravity Asset Management
Texas
$698K -$705K -6,019 -53%
GC
1477
Giverny Capital
Quebec, Canada
$698K – – –
GWM
1478
Gitterman Wealth Management
New Jersey
$694K +$251K +2,140 +52%
ZF
1479
Zhang Financial
Michigan
$694K +$288K +2,464 +64%
LWM
1480
Liberty Wealth Management
California
$692K +$102K +867 +16%
CBT
1481
CoreFirst Bank & Trust
Kansas
$691K -$19.4K -166 -3%
AP
1482
Americana Partners
Texas
$686K +$152K +1,302 +26%
VHAM
1483
Van Hulzen Asset Management
California
$684K – – –
RIA
1484
Realta Investment Advisors
Delaware
$682K -$95.8K -818 -12%
ODG
1485
O'Dell Group
Ohio
$682K -$15.7K -134 -2%
BC
1486
Burney Company
Virginia
$678K -$144K -1,231 -17%
CWM
1487
Cedar Wealth Management
California
$677K +$419K +3,579 +140%
MKA
1488
M. Kulyk & Associates
Georgia
$677K +$719K +6,139 New
LCS
1489
Levin Capital Strategies
New York
$676K – – –
AIP
1490
Almanack Investment Partners
Pennsylvania
$673K +$52K +444 +8%
PCA
1491
Pallas Capital Advisors
Massachusetts
$673K +$163K +1,393 +30%
SCG
1492
Sonata Capital Group
Washington
$672K +$14.1K +120 +2%
PVH
1493
Psagot Value Holdings
Israel
$668K +$23.4K +200 +3%
TSS
1494
Thomas Story & Son
Indiana
$666K – – –
OFG
1495
OmniStar Financial Group
North Carolina
$665K +$706K +6,029 New
AWM
1496
Aries Wealth Management
Maine
$664K +$39.6K +338 +6%
LFA
1497
Legacy Financial Advisors
Kentucky
$659K +$93.9K +802 +16%
IA
1498
IFG Advisors
Missouri
$656K +$3.16K +27 +0.5%
NSAM
1499
North Star Asset Management
Wisconsin
$651K -$5.85K -50 -0.8%
BC
1500
Belmont Capital
California
$649K – – –
58 59
60
61 62