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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1476
Doliver Advisors
Texas
$625K -$74.2K -715 -10%
PJSIMP
1477
P.J. Schmidt Investment Management (PJS)
Wisconsin
$624K -$20.1K -194 -3%
PP
1478
Patten & Patten
Tennessee
$623K +$90.4K +871 +16%
BFC
1479
Bedel Financial Consulting
Indiana
$623K +$13.2K +127 +2%
FC
1480
Fulcrum Capital
Washington
$622K -$171K -1,650 -21%
GC
1481
GFG Capital
Florida
$620K – – –
PWAM
1482
Pinnacle West Asset Management
Wyoming
$619K +$7.78K +75 +1%
PP
1483
PDS Planning
Ohio
$617K +$31.8K +306 +5%
AIA
1484
Alera Investment Advisors
Illinois
$616K +$17.9K +172 +3%
VWA
1485
Visionary Wealth Advisors
Illinois
$616K -$76.1K -733 -11%
FFP
1486
FourThought Financial Partners
Florida
$616K -$48.5K -467 -7%
TFA
1487
Triad Financial Advisors
North Carolina
$615K -$1.97K -19 -0.3%
GC
1488
Giverny Capital
Quebec, Canada
$615K -$5.4K -52 -0.8%
NERM
1489
New England Research & Management
Illinois
$614K -$5.19K -50 -0.8%
FIM
1490
Freedom Investment Management
Connecticut
$612K -$68.8K -663 -10%
FFS
1491
Founders Financial Securities
Maryland
$609K +$111K +1,071 +21%
NFA
1492
Northern Financial Advisors
Michigan
$607K +$1.35K +13 +0.2%
LCS
1493
Levin Capital Strategies
New York
$607K – – –
BWM
1494
Blossom Wealth Management
California
$605K +$8.82K +85 +1%
LCM
1495
Landscape Capital Management
New Jersey
$604K -$8.66M -83,401 -93%
KWM
1496
Keebeck Wealth Management
Illinois
$603K +$104 +1 +0%
SWM
1497
Soundmark Wealth Management
Washington
$603K +$8.93K +86 +1%
WP
1498
WMS Partners
Maryland
$602K -$3.01K -29 -0.5%
GWANC
1499
Guardian Wealth Advisors (North Carolina)
North Carolina
$599K +$35.1K +338 +6%
SGK
1500
Steigerwald Gordon & Koch
Virginia
$599K – – –
58 59
60
61 62