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Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
1926
Lazard Frères Gestion
France
$679K +$100K +321 +21%
BWM
1927
Baystate Wealth Management
Massachusetts
$678K +$3.74K +12 +0.6%
WAM
1928
WNY Asset Management
New York
$678K +$29.9K +96 +5%
QT
1929
Quantamental Technologies
New York
$678K +$588K +1,887 New
HIC
1930
Holderness Investments Company
North Carolina
$677K +$18.7K +60 +3%
PWA
1931
Peterson Wealth Advisors
Utah
$677K +$43.9K +141 +8%
EWA
1932
Encompass Wealth Advisors
Oregon
$677K +$336K +1,080 +134%
AG
1933
Ascent Group
Virginia
$671K +$93.4K +300 +19%
I
1934
IMPACTfolio
Colorado
$670K +$6.54K +21 +1%
FCFS
1935
First Command Financial Services
Texas
$670K +$91.6K +294 +19%
FCB
1936
First Command Bank
Texas
$670K +$106K +339 +22%
WP
1937
WealthShield Partners
North Carolina
$669K -$245K -786 -30%
VAG
1938
VisionPoint Advisory Group
Texas
$669K -$166K -534 -16%
TIM
1939
Total Investment Management
Arizona
$669K +$33.6K +108 +6%
BIAS
1940
Beacon Investment Advisory Services
New Jersey
$668K -$93.4K -300 -14%
EFSCE
1941
Enterprise Financial Services Corp (EFSC)
Missouri
$668K +$4.67K +15 +0.8%
OFG
1942
Oxford Financial Group
Indiana
$667K +$1.87K +6 +0.3%
MA
1943
MCF Advisors
Kentucky
$667K +$578K +1,857 New
EWM
1944
EPG Wealth Management
Georgia
$666K -$268K -861 -32%
ML
1945
Mayport LLC
Massachusetts
$664K +$5.61K +18 +1%
FCM
1946
Firestone Capital Management
Florida
$664K +$11.2K +36 +2%
HFA
1947
High Falls Advisors
New York
$663K +$4.67K +15 +0.8%
DP
1948
Denver PWM
Colorado
$662K +$570K +1,830 New
NSIM
1949
North Star Investment Management
Illinois
$659K -$14K -45 -2%
JHCP
1950
Jackson Hole Capital Partners
Oklahoma
$658K +$281K +903 +97%
76 77
78
79 80