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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1726
IFG Advisory
Georgia
$305K +$30.8K +263 +11%
WCG
1727
Weaver Consulting Group
California
$303K -$1.17K -10 -0.4%
CF
1728
Clarity Financial
Texas
$303K +$30.7K +262 +11%
SFC
1729
Strategic Financial Concepts
Texas
$303K -$53.7K -459 -15%
PFS
1730
Physicians Financial Services
North Carolina
$303K +$11.7K +100 +4%
MCAI
1731
Members Capital Advisors Inc
Wisconsin
$302K -$18.1K -155 -6%
SAM
1732
Strategy Asset Managers
California
$302K +$234 +2 +0.1%
ST
1733
Spinnaker Trust
Maine
$302K – – –
WWP
1734
WR Wealth Planners
Missouri
$301K +$20.7K +177 +7%
CWM
1735
Centurion Wealth Management
Virginia
$300K +$5.38K +46 +2%
TSW
1736
Thompson Siegel & Walmsley
Virginia
$300K – – –
PCA
1737
Peddock Capital Advisors
Massachusetts
$299K +$117 +1 +0%
FCCM
1738
First City Capital Management
Georgia
$299K -$13K -111 -4%
MAG
1739
Mayfair Advisory Group
Alabama
$298K +$585 +5 +0.2%
TPA
1740
Trivium Point Advisory
Connecticut
$298K -$97.1K -830 -24%
JCFM
1741
JBR Co Financial Management
Oklahoma
$298K +$300K +2,567 New
GC
1742
GFG Capital
Florida
$298K -$2.46K -21 -0.8%
LA
1743
Legacy Advisors
Pennsylvania
$297K -$241K -2,060 -45%
EIG
1744
Ellenbecker Investment Group
Wisconsin
$297K -$124K -1,059 -29%
ITIM
1745
Indiana Trust & Investment Management
Indiana
$296K – – –
CRIG
1746
Charter Research & Investment Group
Connecticut
$295K +$39.4K +337 +15%
LC
1747
Lincoln Capital
Nebraska
$295K – – –
TTWM
1748
TCV Trust & Wealth Management
Virginia
$295K +$17.7K +151 +6%
AAM
1749
Aureus Asset Management
Massachusetts
$294K +$3.86K +33 +1%
TLA
1750
Tanglewood Legacy Advisors
Texas
$293K – – –
68 69
70
71 72