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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2051
Prosperity Capital Advisors
Ohio
$235K -$21.9K -96 -8%
MWM
2052
MOKAN Wealth Management
Kansas
$235K – – –
FPGK
2053
Financial Partners Group (Kansas)
Kansas
$235K -$4.55K -20 -2%
QC
2054
Quent Capital
New York
$234K -$58.3K -256 -18%
BB
2055
Bell Bank
North Dakota
$233K +$1.82K +8 +0.7%
EC
2056
EdgeRock Capital
Colorado
$233K +$4.1K +18 +2%
NRC
2057
New Republic Capital
North Carolina
$233K -$212K -929 -44%
ACM
2058
Advance Capital Management
Michigan
$232K +$18K +79 +7%
AGP
2059
Aspire Growth Partners
Florida
$232K -$59.7K -262 -18%
RI
2060
Rinkey Investments
California
$232K – – –
RFA
2061
Rollins Financial Advisors
New York
$231K -$77.4K -340 -23%
WFMPM
2062
Woodley Farra Manion Portfolio Management
Indiana
$231K +$35.3K +155 +15%
SFS
2063
Strategic Financial Services
New York
$231K – – –
SDH
2064
Sloy Dahl & Holst
Washington
$230K – – –
AFO
2065
Arrowroot Family Office
California
$230K +$3.19K +14 +1%
RZH
2066
Relyea Zuckerberg Hanson
Connecticut
$230K +$5.01K +22 +2%
WB
2067
Webster Bank
Connecticut
$229K – – –
ITIM
2068
Indiana Trust & Investment Management
Indiana
$229K -$11.4K -50 -4%
GFP
2069
Gryphon Financial Partners
Ohio
$229K -$2.96K -13 -1%
CWMP
2070
Clarion Wealth Managment Partners
Virginia
$229K +$262K +1,149 New
CWM
2071
Centric Wealth Management
Illinois
$229K +$235K +1,033 New
RIA
2072
Rhodes Investment Advisors
Texas
$228K -$22.8K -100 -8%
DCM
2073
Dorato Capital Management
Colorado
$227K – – –
SA
2074
Sicart Associates
New York
$227K – – –
IBOK
2075
Independence Bank of Kentucky
Kentucky
$226K -$87.9K -386 -25%
81 82
83
84 85