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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1701
WMS Partners
Maryland
$310K -$21.9K -189 -7%
IBOK
1702
Independence Bank of Kentucky
Kentucky
$310K – – –
KOC
1703
Koss-Olinger Consulting
Florida
$310K – – –
WI
1704
Wintrust Investments
Illinois
$310K +$6.15K +53 +2%
GC
1705
GFG Capital
Florida
$310K +$31.7K +273 +12%
BB
1706
Berkshire Bank
Massachusetts
$310K -$17K -146 -5%
TSW
1707
Thompson Siegel & Walmsley
Virginia
$309K – – –
RCM
1708
Requisite Capital Management
Texas
$309K – – –
PCA
1709
Peddock Capital Advisors
Massachusetts
$308K +$116 +1 +0%
BBWP
1710
Beacon Bridge Wealth Partners
Pennsylvania
$306K -$46.8K -403 -14%
AWM
1711
Aries Wealth Management
Maine
$306K +$17.8K +153 +7%
ITIM
1712
Indiana Trust & Investment Management
Indiana
$305K – – –
MAG
1713
Mayfair Advisory Group
Alabama
$305K +$464 +4 +0.2%
LC
1714
Lincoln Capital
Nebraska
$305K +$23.2K +200 +9%
CWM
1715
Centurion Wealth Management
Virginia
$304K +$29.6K +255 +11%
LG
1716
LaFleur & Godfrey
Michigan
$303K – – –
ICM
1717
IMS Capital Management
Oregon
$303K – – –
TLA
1718
Tanglewood Legacy Advisors
Texas
$302K – – –
SC
1719
Schubert & Co
Texas
$302K +$3.95K +34 +1%
GWM
1720
Greenwich Wealth Management
Connecticut
$302K -$18K -155 -6%
PCM
1721
Prelude Capital Management
New York
$302K -$154K -1,325 -34%
AIA
1722
AIMZ Investment Advisors
California
$301K – – –
AW
1723
Avion Wealth
Texas
$301K +$4.41K +38 +2%
PFS
1724
Physicians Financial Services
North Carolina
$301K +$17.4K +150 +6%
ME
1725
McIlrath & Eck
Washington
$301K +$7.08K +61 +2%
67 68
69
70 71