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Name Holding Trade Value Shares
Change 		Change in
Stake
PC
2826
Permit Capital
Pennsylvania
$699K +$101K +410 +18%
FA
2827
Fiduciary Alliance
South Carolina
$698K -$56.9K -231 -8%
DPI
2828
Diversified Portfolios Inc
Michigan
$697K -$2.22K -9 -0.3%
PWM
2829
Proathlete Wealth Management
Florida
$696K +$659K +2,672 New
SPWM
2830
Spartan Planning & Wealth Management
North Carolina
$685K +$310K +1,259 +92%
GCAC
2831
Guardian Capital Advisors (Canada)
Ontario, Canada
$684K – – –
PVM
2832
Palogic Value Management
Texas
$681K – – –
SWM
2833
Shelton Wealth Management
Texas
$681K +$265K +1,077 +70%
SRL
2834
Scientech Research LLC
New Jersey
$679K +$643K +2,607 New
WFM
2835
Wolff Financial Management
Michigan
$678K – – –
LRIA
2836
Leonard Rickey Investment Advisors
Washington
$677K +$8.38K +34 +1%
FAM
2837
Formidable Asset Management
Ohio
$677K -$3.7K -15 -0.6%
NG
2838
Northstar Group
New York
$676K – – –
PA
2839
Parkside Advisors
California
$675K – – –
AWM
2840
Act Wealth Management
Texas
$674K +$246 +1 +0%
JWM
2841
JFG Wealth Management
Colorado
$673K +$167K +677 +35%
PE
2842
Point72 Europe
United Kingdom
$672K +$637K +2,583 New
CPL
2843
CAP Partners LLC
Tennessee
$671K +$636K +2,579 New
BFC
2844
Bedel Financial Consulting
Indiana
$670K +$6.41K +26 +1%
WFMPM
2845
Woodley Farra Manion Portfolio Management
Indiana
$670K -$51K -207 -7%
CCMT
2846
CMT Capital Markets Trading
Germany
$670K -$6M -24,326 -90%
FCA
2847
FinTrust Capital Advisors
South Carolina
$669K +$65.6K +266 +12%
TCG
2848
Transcendent Capital Group
Oklahoma
$668K +$632K +2,565 New
GC
2849
Garde Capital
Washington
$667K +$11.6K +47 +2%
DSN
2850
D. Scott Neal
Kentucky
$664K -$6.16K -25 -1%
112 113
114
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