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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1526
Ponta Wealth Partners
Florida
$379K +$366K +4,047 New
BF
1527
bLong Financial
Tennessee
$378K – – –
MTC
1528
McDaniel Terry & Co
Texas
$378K -$163K -1,798 -31%
BCV
1529
Banque Cantonale Vaudoise
Switzerland
$377K -$232K -2,561 -39%
FMLI
1530
Fukoku Mutual Life Insurance
Japan
$377K -$34.9K -386 -9%
ADL
1531
Asset Dedication LLC
California
$377K -$18.1K -200 -5%
SN
1532
Sittner & Nelson
Oregon
$376K -$17.7K -196 -5%
LCS
1533
Levin Capital Strategies
New York
$374K – – –
ZCP
1534
Z3 Capital Partners
Virginia
$374K +$361K +3,993 New
DJSG
1535
D.J. St. Germain
Massachusetts
$373K -$18.1K -200 -5%
BSTWA
1536
Blake Schutter Theil Wealth Advisors
Ohio
$373K +$2.62K +29 +0.7%
CSI
1537
Cross Staff Investments
New York
$372K – – –
SFWC
1538
Strategic Family Wealth Counselors
New Jersey
$371K +$352K +3,888 New
VCP
1539
Verus Capital Partners
Arizona
$371K +$28.4K +314 +9%
WRPWM
1540
Werba Rubin Papier Wealth Management
California
$370K +$8.86K +98 +3%
CCT
1541
Capital City Trust
Florida
$369K -$11.8K -130 -3%
KCIC
1542
Kuhn & Co Investment Counsel
Illinois
$369K +$357K +3,943 New
VC
1543
Vestor Capital
Illinois
$369K +$7.32M +80,935 +2,051%
BWM
1544
BCO Wealth Management
New Mexico
$368K +$41.4K +458 +13%
KFS
1545
Kelly Financial Services
Massachusetts
$368K +$3.35K +37 +1%
CH
1546
Cromwell Holdings
Wyoming
$365K -$15.1K -167 -4%
VA
1547
Valmark Advisers
Ohio
$364K +$11.3K +125 +3%
IA
1548
IFG Advisory
Georgia
$364K -$4.79K -53 -1%
SF
1549
Symphony Financial
Texas
$364K +$72.7K +804 +26%
PC
1550
Port Capital
Illinois
$363K -$8.77K -97 -2%
60 61
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