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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1926
Avondale Wealth Management
Texas
$114K – – –
PGAM
1927
Princeton Global Asset Management
New Jersey
$113K – – –
MPCL
1928
My Personal CFO LLC
Washington
$110K +$94.9K +580 New
VCM
1929
Vigilant Capital Management
Maine
$110K – – –
GC
1930
Gould Capital
Washington
$107K – – –
ZB
1931
Zions Bancorporation
Utah
$107K +$9.16K +56 +11%
TC
1932
Trust Company
Kansas
$105K -$1.96K -12 -2%
ACP
1933
Arcus Capital Partners
Georgia
$104K +$89.1K +545 New
CT
1934
Clearstead Trust
Maine
$103K +$74.9K +458 +552%
SIS
1935
Sound Income Strategies
Florida
$102K – – –
CSC
1936
Caldwell Sutter Capital
California
$101K +$86.9K +531 New
DAM
1937
Delta Asset Management
Tennessee
$98.1K +$84.2K +515 New
TFGT
1938
TS Financial Group (TSFG)
Illinois
$96K – – –
PB
1939
Pinnacle Bancorp
Nebraska
$96K +$6.54K +40 +9%
HWMA
1940
Heritage Wealth Management (Arizona)
Arizona
$95.7K +$55.1K +337 +203%
DWA
1941
Dougherty Wealth Advisers
Minnesota
$95.1K – – –
HIIFS
1942
Harel Insurance Investments & Financial Services
Israel
$94K +$81.8K +500 New
CAM
1943
Costello Asset Management
Pennsylvania
$93.5K – – –
GBT
1944
Grove Bank & Trust
Florida
$93K +$79.7K +487 New
KLWA
1945
Kelly Lawrence W & Associates
California
$91.4K -$77.7K -475 -50%
GWSA
1946
Global Wealth Strategies & Associates
Colorado
$91.1K +$78.2K +478 New
MLA
1947
MB, Levis & Associates
Pennsylvania
$90.1K +$77.4K +473 New
OA
1948
Operose Advisors
Wisconsin
$88.4K – – –
MS
1949
Marshall & Sullivan
Washington
$88.2K +$75.7K +463 New
MSFP
1950
Mark Sheptoff Financial Planning
Connecticut
$86.9K – – –
76 77
78
79 80