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Name Holding Trade Value Shares
Change 		Change in
Stake
GBBWRPM
1776
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$182K – – –
PCP
1777
Proficio Capital Partners
Massachusetts
$179K +$9.8K +29 +6%
M
1778
MOTCO
Texas
$178K -$43.9K -130 -19%
TWMP
1779
Taylor Wealth Management Partners
Massachusetts
$178K -$25.3K -75 -12%
PCA
1780
Peddock Capital Advisors
Massachusetts
$172K – – –
PGA
1781
Premia Global Advisors
Florida
$171K – – –
THWM
1782
Taylor Hoffman Wealth Management
Virginia
$169K – – –
HWP
1783
Hefty Wealth Partners
Indiana
$167K – – –
CAL
1784
Capital Advisors Ltd
Ohio
$164K +$338 +1 +0.2%
CCA
1785
Clearwater Capital Advisors
Illinois
$164K +$169K +499 New
MCWS
1786
McKinley Carter Wealth Services
West Virginia
$163K +$168K +496 New
AAC
1787
Asset Advisors Corp
Georgia
$156K – – –
RPG
1788
Risk Paradigm Group
Texas
$156K -$174K -514 -52%
FRA
1789
Front Row Advisors
California
$155K -$13.2K -39 -8%
NPP
1790
New Potomac Partners
Maryland
$154K +$23.6K +70 +18%
BWL
1791
Bogart Wealth LLC
Virginia
$146K – – –
IFAM
1792
Institutional & Family Asset Management
Colorado
$139K +$144K +425 New
CWM
1793
Cranbrook Wealth Management
Michigan
$131K – – –
LGWM
1794
Litman Gregory Wealth Management
California
$131K +$135K +400 New
LD
1795
Lipe & Dalton
New York
$129K – – –
LWS
1796
Lucia Wealth Services
California
$126K +$129K +383 New
BC
1797
Barnett & Company
Tennessee
$125K – – –
GTAM
1798
Global Trust Asset Management
Florida
$123K -$521K -1,543 -80%
JAM
1799
Jolley Asset Management
North Carolina
$123K – – –
MFT
1800
Moisand Fitzgerald Tamayo
Florida
$118K +$29.4K +87 +32%
70 71
72
73 74