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Name Holding Trade Value Shares
Change 		Change in
Stake
XS
1851
XML Securities
Maryland
$377K -$19.8K -711 -5%
FGC
1852
Financial Gravity Companies
Texas
$377K +$44.1K +1,585 +11%
FGAM
1853
Financial Gravity Asset Management
Texas
$377K +$434K +15,586 New
JIM
1854
Jupiter Investment Management
United Kingdom
$376K – – –
CCM
1855
Condor Capital Management
New Jersey
$375K – – –
AWM
1856
Aevitas Wealth Management
Massachusetts
$375K +$48K +1,724 +14%
LI
1857
Lafayette Investments
Maryland
$371K -$7.65K -275 -2%
JGUA
1858
John G. Ullman & Associates
New York
$371K – – –
MSA
1859
Marino Stram & Associates
Massachusetts
$368K -$94.3K -3,387 -20%
MIS
1860
Morningstar Investment Services
Illinois
$368K -$40.6K -1,460 -10%
SDWMA
1861
Schneider Downs Wealth Management Advisors
Pennsylvania
$367K – – –
TW
1862
Transform Wealth
Colorado
$362K -$8.63K -310 -2%
SC
1863
Saturna Capital
Washington
$362K – – –
CCA
1864
Clearwater Capital Advisors
Illinois
$360K -$17.8K -638 -5%
SPI
1865
Santori & Peters Inc
Pennsylvania
$360K -$15.3K -549 -4%
PFA
1866
Pinnacle Family Advisors
Missouri
$360K +$1.11K +40 +0.3%
PCM
1867
Palisade Capital Management
New Jersey
$358K -$3.78M -135,697 -91%
ML
1868
McAdam LLC
Pennsylvania
$358K -$1.23K -44 -0.3%
CG
1869
Corundum Group
Colorado
$358K +$29.1K +1,045 +9%
FCT
1870
Family Capital Trust
Massachusetts
$356K – – –
VCM
1871
Vivaldi Capital Management
Illinois
$356K +$59.7K +2,144 +19%
CWM
1872
Confluence Wealth Management
Oregon
$355K -$1.2K -43 -0.3%
GHAM
1873
Gilman Hill Asset Management
Connecticut
$354K -$206K -7,419 -36%
RW
1874
REDW Wealth
New Mexico
$353K -$162K -5,810 -31%
HIIFS
1875
Harel Insurance Investments & Financial Services
Israel
$353K -$111K -3,972 -23%
73 74
75
76 77