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Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2526
Prosperity Financial Group
California
$852K +$40.1K +167 +5%
KWM
2527
Kolinsky Wealth Management
New Jersey
$852K +$86.1K +358 +11%
GAM
2528
GEM Asset Management
Michigan
$851K +$12K +50 +1%
DC
2529
Dantai Capital
Hong Kong
$851K +$889K +3,700 New
DDPIC
2530
Deroy & Devereaux Private Investment Counsel
Michigan
$849K – – –
CIP
2531
Convergence Investment Partners
Florida
$847K +$232K +967 +36%
WCM
2532
Wallace Capital Management
Texas
$844K – – –
BCM
2533
Brown Capital Management
Maryland
$843K – – –
SLT
2534
St Louis Trust
Missouri
$842K – – –
GIP
2535
Greatmark Investment Partners
Georgia
$840K +$24K +100 +3%
I
2536
INVST
Indiana
$839K +$18K +75 +2%
ICP
2537
Interchange Capital Partners
Pennsylvania
$838K -$1.68K -7 -0.2%
QPW
2538
Quantum Private Wealth
Florida
$837K – – –
PEA
2539
Park Edge Advisors
Ohio
$836K +$55.8K +232 +7%
IF
2540
Intrua Financial
Texas
$836K -$42.5K -177 -5%
ZIMP
2541
Zimmermann Investment Management & Planning
Pennsylvania
$835K +$401K +1,668 +85%
SIC
2542
Samalin Investment Counsel
New York
$832K -$19.5K -81 -2%
MCA
2543
Magnolia Capital Advisors
Mississippi
$831K +$13.9K +58 +2%
WW
2544
Waterfront Wealth
Kansas
$828K – – –
AFPL
2545
Advus Financial Partners, LLC
Florida
$826K +$1.92K +8 +0.2%
AWA
2546
Alta Wealth Advisors
Massachusetts
$826K -$36.1K -150 -4%
BFWA
2547
Benchmark Financial Wealth Advisors
Florida
$825K -$23.8K -99 -3%
HG
2548
Harbor Group
New Hampshire
$823K -$20.9K -87 -2%
OIA
2549
Optimum Investment Advisors
Illinois
$823K +$33.7K +140 +4%
MJP
2550
Michael J. Puzo
$822K -$24K -100 -3%
100 101
102
103 104