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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2051
Bogart Wealth LLC
Virginia
$1.77M +$75K +183 +6%
CSPIA
2052
Cary Street Partners Investment Advisory
Virginia
$1.77M +$335K +817 +37%
ANTB
2053
AMG National Trust Bank
Colorado
$1.77M +$260K +634 +26%
PSP
2054
Principal Street Partners
Tennessee
$1.77M +$12.3K +30 +1%
MCA
2055
Magnolia Capital Advisors
Mississippi
$1.77M -$1.12M -2,728 -47%
IPW
2056
Impact Partnership Wealth
Georgia
$1.77M +$70.1K +171 +6%
EWL
2057
Emissary Wealth LLC
New Jersey
$1.77M -$39.8K -97 -3%
VC
2058
Vicus Capital
Pennsylvania
$1.76M -$23.4K -57 -2%
RWI
2059
Red Wave Investments
Pennsylvania
$1.76M – – –
PCA
2060
Providence Capital Advisors
North Carolina
$1.76M -$444K -1,082 -26%
ALA
2061
Atlas Legacy Advisors
California
$1.75M -$485K -1,183 -25%
DLA
2062
Douglas Lane & Associates
New York
$1.75M +$825K +2,012 +200%
TCM
2063
Tran Capital Management
California
$1.75M -$353K -861 -22%
DJSG
2064
D.J. St. Germain
Massachusetts
$1.75M +$76.7K +187 +7%
OL
2065
Owen LaRue
Kentucky
$1.74M +$38.9K +95 +3%
GL
2066
Gerber LLC
Ohio
$1.74M – – –
HFM
2067
Hartford Funds Management
Pennsylvania
$1.74M +$1.23M +2,988 New
SS
2068
STG Securities
New York
$1.74M +$1.23M +2,989 New
SI
2069
Severin Investments
Missouri
$1.73M -$49.6K -121 -4%
RFA
2070
Register Financial Advisors
Georgia
$1.73M +$57K +139 +5%
SFGM
2071
Stonebridge Financial Group (Missouri)
Missouri
$1.73M +$20.9K +51 +2%
AGP
2072
Aspire Growth Partners
Florida
$1.73M +$27.1K +66 +2%
PPWM
2073
Paragon Private Wealth Management
Kentucky
$1.72M +$124K +302 +11%
3IP
2074
3Chopt Investment Partners
Virginia
$1.72M +$428K +1,045 +54%
CFFP
2075
Center for Financial Planning
Michigan
$1.72M -$225K -550 -16%
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