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Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
1076
Koss-Olinger Consulting
Florida
$353K – – –
KCM
1077
Kathmere Capital Management
Pennsylvania
$352K -$44.9K -449 -13%
DIM
1078
DLK Investment Management
California
$350K – – –
HFP
1079
Holistic Financial Partners
Indiana
$348K – – –
LI
1080
LRI Investments
Florida
$348K +$183K +1,831 +155%
HAS
1081
HBW Advisory Services
California
$347K -$33.2K -332 -10%
RI
1082
Ridgewood Investments
New Jersey
$347K -$20K -200 -6%
FFA
1083
First Foundation Advisors
California
$347K -$13.4K -134 -4%
GJWM
1084
Gilliland Jeter Wealth Management
Arkansas
$346K -$200 -2 -0.1%
MIM
1085
Montgomery Investment Management
Maryland
$346K – – –
UWP
1086
Uniting Wealth Partners
Kansas
$346K – – –
NAS
1087
Nicolet Advisory Services
Wisconsin
$343K +$289K +2,891 New
RCM
1088
RNC Capital Management
California
$343K +$297K +2,970 New
DIA
1089
Dana Investment Advisors
Wisconsin
$337K -$80.7K -807 -22%
MWM
1090
Mindset Wealth Management
Indiana
$335K -$2.6K -26 -0.9%
NRG
1091
Nemes Rush Group
Michigan
$332K -$67.9K -679 -19%
GI
1092
GAMCO Investors
Connecticut
$332K – – –
BFO
1093
Boston Family Office
Massachusetts
$332K +$288K +2,880 New
PAS
1094
Parsonex Advisory Services
Colorado
$330K +$286K +2,858 New
JWBC
1095
J.W. Burns & Co
New York
$329K – – –
MG
1096
Marex Group
$328K -$424K -4,241 -60%
BAM
1097
Blueshift Asset Management
New Jersey
$328K -$573K -5,727 -67%
DI
1098
Diligent Investors
California
$327K -$208K -2,078 -42%
ECM
1099
EMC Capital Management
Texas
$326K – – –
SA
1100
Sovran Advisors
California
$325K +$32.7K +327 +13%
42 43
44
45 46