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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2151
Alterity Financial Group
Maine
$579K +$577K +11,416 New
MGAM
2152
McGowan Group Asset Management
Texas
$577K -$2.02K -40 -0.4%
GWANC
2153
Guardian Wealth Advisors (North Carolina)
North Carolina
$577K +$87K +1,720 +18%
AL
2154
Aspiriant LLC
California
$576K -$384K -7,588 -40%
PG
2155
Proffitt & Goodson
Tennessee
$576K +$64.7K +1,279 +13%
BAM
2156
Boyar Asset Management
New York
$575K -$135K -2,664 -19%
DIM
2157
Delta Investment Management
California
$575K +$33.9K +670 +6%
PWS
2158
Peterson Wealth Services
Utah
$575K +$93.4K +1,847 +19%
PCFFS
2159
Pacific Center for Financial Services
California
$574K +$809 +16 +0.1%
AWG
2160
Altus Wealth Group
Colorado
$573K -$72.5K -1,434 -12%
IUHSA
2161
Itau Unibanco Holding S.A.
Brazil
$572K -$1.23M -24,265 -68%
HWA
2162
Heritage Wealth Advisors
Virginia
$572K -$103K -2,029 -15%
KIG
2163
Kowal Investment Group
Wisconsin
$570K +$106K +2,104 +23%
RAM
2164
Roanoke Asset Management
New Jersey
$569K – – –
ZIG
2165
Zuckerman Investment Group
Illinois
$569K +$82.1K +1,623 +17%
JWM
2166
Jackson Wealth Management
Florida
$567K -$2.93M -58,010 -84%
MHR
2167
Matthew Hamilton Rosenberg
$567K +$36.8K +727 +7%
AGA
2168
Accuvest Global Advisors
Utah
$566K -$68.4K -1,352 -11%
SFG
2169
Sovereign Financial Group
Connecticut
$566K +$860 +17 +0.2%
SA
2170
Shilanski & Associates
Alaska
$566K +$7.08K +140 +1%
SI
2171
Saxon Interests
Texas
$565K +$8.7K +172 +2%
MCM
2172
Monarch Capital Management
Indiana
$564K – – –
PFA
2173
Peak Financial Advisors
Colorado
$564K +$23.4K +463 +4%
LB
2174
Legacy Bridge
Iowa
$563K -$26.1K -515 -4%
BPFA
2175
Barnes Pettey Financial Advisors
Mississippi
$563K +$20.3K +401 +4%
85 86
87
88 89