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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2601
Atwood & Palmer
Missouri
$538K – – –
JWS
2602
Juncture Wealth Strategies
Arizona
$538K +$102K +339 +25%
PPC
2603
Park Place Capital
Alabama
$538K +$60.6K +201 +13%
PCM
2604
Payne Capital Management
New York
$537K +$125K +414 +32%
SACTSONJ
2605
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$537K – – –
HC
2606
Hamilton Capital
Ohio
$537K +$20.5K +68 +4%
SFG
2607
Sather Financial Group
Texas
$537K +$7.53K +25 +2%
FCM
2608
Family Capital Management
Michigan
$536K +$71.7K +238 +16%
GFG
2609
Greystone Financial Group
Michigan
$535K +$27.1K +90 +6%
AWM
2610
Accel Wealth Management
Iowa
$534K +$14.8K +49 +3%
PCMU
2611
Paragon Capital Management (Utah)
Utah
$533K -$8.74K -29 -2%
JAFL
2612
Jay A. Fishman Ltd
Michigan
$533K +$2.41K +8 +0.5%
RSC
2613
Red Spruce Capital
Pennsylvania
$533K -$11.1K -37 -2%
SCA
2614
Sandy Cove Advisors
Massachusetts
$531K +$21.7K +72 +5%
KNW
2615
Kesler Norman & Wride
Utah
$530K +$8.44K +28 +2%
OFG
2616
Oxford Financial Group
Indiana
$530K -$269K -893 -35%
MA
2617
Modus Advisors
Minnesota
$529K +$7.23K +24 +1%
PHS
2618
Pekin Hardy Strauss
Illinois
$528K +$57.2K +190 +13%
MWM
2619
MGB Wealth Management
Texas
$526K – – –
NPFS
2620
Novak & Powell Financial Services
Florida
$525K +$1.51K +5 +0.3%
VCP
2621
Vista Capital Partners
Oregon
$525K +$63K +209 +14%
HAFS
2622
Hapanowicz & Associates Financial Services
Pennsylvania
$524K +$35.9K +119 +8%
MRP
2623
Measured Risk Portfolios
California
$524K +$65.4K +217 +15%
CWM
2624
ClientFirst Wealth Management
Arkansas
$524K +$30.1K +100 +6%
ICM
2625
Ionic Capital Management
New York
$524K +$241K +800 +94%
103 104
105
106 107