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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1951
Buckhead Capital Management
Georgia
$438K +$123K +2,132 +39%
KF
1952
Krilogy Financial
Missouri
$436K +$69.1K +1,200 +19%
CG
1953
CFO4Life Group
Texas
$436K +$71.9K +1,247 +20%
AMCA
1954
Arthur M. Cohen & Associates
Illinois
$435K -$33.4K -580 -7%
FI
1955
Fosun International
China
$435K +$96.8K +1,680 +28%
MFW
1956
Mosaic Family Wealth
Missouri
$433K -$15.7K -272 -3%
SWM
1957
Selective Wealth Management
Virginia
$433K +$19.1K +331 +5%
WFPG
1958
Waller Financial Planning Group
Ohio
$432K +$11.5K +200 +3%
PWS
1959
Paragon Wealth Strategies
Florida
$431K +$196K +3,404 +82%
ACM
1960
AUA Capital Management
Pennsylvania
$430K – – –
PFA
1961
Paradigm Financial Advisors
Missouri
$429K -$22.4K -389 -5%
SRSA
1962
S.R. Schill & Associates
Washington
$429K -$6.34K -110 -1%
PCMC
1963
Private Capital Management (Colorado)
Colorado
$428K +$403 +7 +0.1%
BMCM
1964
Bryn Mawr Capital Management
Pennsylvania
$427K -$187K -3,237 -30%
GCAC
1965
Guardian Capital Advisors (Canada)
Ontario, Canada
$427K – – –
PBO
1966
Peoples Bank (Ohio)
Ohio
$427K – – –
CFG
1967
CKW Financial Group
Hawaii
$426K -$224K -3,887 -34%
DIM
1968
DC Investments Management
Virginia
$426K -$96.9K -1,681 -18%
WCM
1969
WealthBridge Capital Management
Ohio
$426K -$56.2K -975 -11%
FNBOH
1970
First National Bank of Hutchinson
Kansas
$425K -$9.22K -160 -2%
CCM
1971
Condor Capital Management
New Jersey
$424K -$10.8K -188 -2%
DE
1972
Day & Ennis
Georgia
$424K -$7.49K -130 -2%
RP
1973
Rowlandmiller & Partners
Georgia
$422K +$28.2K +490 +7%
QPWM
1974
Quadrant Private Wealth Management
Pennsylvania
$421K -$6.34K -110 -1%
IFAM
1975
Institutional & Family Asset Management
Colorado
$421K +$28.2K +490 +7%
77 78
79
80 81