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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2076
Atticus Wealth Management
Florida
$583K +$559K +3,103 New
PFA
2077
Professional Financial Advisors
Nebraska
$582K +$558K +3,097 New
DACG
2078
Donor Advised Charitable Giving
California
$579K +$32.4K +180 +6%
RSC
2079
Red Spruce Capital
Pennsylvania
$575K +$552K +3,062 New
MMHP
2080
Murphy Middleton Hinkle & Parker
Georgia
$573K +$6.31K +35 +1%
SIG
2081
Sky Investment Group
Connecticut
$572K +$9.55K +53 +2%
PCM
2082
Pointe Capital Management
Michigan
$570K -$1.26K -7 -0.2%
KFGK
2083
Keystone Financial Group (Kentucky)
Kentucky
$570K +$180 +1 +0%
GWS
2084
Glassman Wealth Services
Virginia
$570K +$5.76K +32 +1%
TF
2085
Tompkins Financial
New York
$569K +$200K +1,110 +58%
RWA
2086
Redhawk Wealth Advisors
Minnesota
$568K -$2.88K -16 -0.5%
VIA
2087
Vident Investment Advisory
Georgia
$567K -$14.8K -82 -3%
CVM
2088
Cheviot Value Management
California
$566K +$19.1K +106 +4%
SKK
2089
Shepherd Kaplan Krochuk
Massachusetts
$564K – – –
AMCA
2090
Arthur M. Cohen & Associates
Illinois
$563K +$20.7K +115 +4%
DIP
2091
DT Investment Partners
Pennsylvania
$563K +$540K +2,997 New
22CM
2092
20/20 Capital Management
California
$560K +$497K +2,760 New
SAA
2093
Southeast Asset Advisors
Georgia
$558K +$6.67K +37 +1%
MC
2094
Miles Capital
Iowa
$555K -$23.4K -130 -4%
HIC
2095
Harvey Investment Company
Kentucky
$553K – – –
NS
2096
NewDay Solutions
New Hampshire
$552K -$199K -1,105 -27%
GBBWRPM
2097
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$552K +$312K +1,734 +144%
KM
2098
Kalos Management
Georgia
$552K +$526K +2,917 New
RICHC
2099
Renaissance Investment Consultants Holding Company
Pennsylvania
$552K +$530K +2,939 New
IFAM
2100
Institutional & Family Asset Management
Colorado
$551K -$8.11K -45 -2%
82 83
84
85 86