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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1526
Aprio Wealth Management
Georgia
$204K – – –
LSC
1527
Lesa Sroufe & Co
Washington
$204K – – –
NEWAS
1528
N.E.W. Advisory Services
Wisconsin
$204K +$5.79K +34 +3%
DACG
1529
Donor Advised Charitable Giving
California
$204K +$210K +1,233 New
PWAP
1530
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$203K -$37.2K -218 -15%
AOWM
1531
Alpha Omega Wealth Management
Virginia
$203K – – –
FUBT
1532
First United Bank & Trust
Maryland
$203K – – –
TCM
1533
Towercrest Capital Management
Pennsylvania
$203K – – –
CCT
1534
Capital City Trust
Florida
$203K +$19.6K +115 +10%
SCM
1535
Saba Capital Management
New York
$203K +$209K +1,227 New
BCM
1536
Breiter Capital Management
Florida
$202K – – –
RMCM
1537
Reynders McVeigh Capital Management
Massachusetts
$202K – – –
NFG
1538
Nadler Financial Group
Illinois
$201K -$8.69K -51 -4%
CMANY
1539
Capital Management Associates (New York)
New York
$200K -$26.4K -155 -11%
SFO
1540
Stokes Family Office
Louisiana
$200K -$23.3K -137 -10%
MHR
1541
Matthew Hamilton Rosenberg
$199K -$72.3K -424 -26%
VCM
1542
Vigilant Capital Management
Maine
$198K +$22.2K +130 +12%
HFRG
1543
Houlihan Financial Resource Group
Virginia
$194K +$182K +1,067 New
MWP
1544
Meridian Wealth Partners
Pennsylvania
$193K -$3.41K -20 -2%
SBL
1545
Sargent Bickham Lagudis
Colorado
$190K -$92.2K -541 -32%
FCM
1546
Firestone Capital Management
Florida
$190K -$11.1K -65 -5%
C
1547
Certuity
Florida
$190K +$18.4K +108 +10%
LFG
1548
LifePlan Financial Group
Ohio
$187K +$9.71K +57 +5%
FMB
1549
Field & Main Bank
Kentucky
$186K -$123K -720 -39%
JFA
1550
JNBA Financial Advisors
Minnesota
$185K – – –
60 61
62
63 64