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Name Holding Trade Value Shares
Change 		Change in
Stake
PTCG
1876
Pring Turner Capital Group
California
$974K -$41.1K -761 -4%
BCM
1877
Birmingham Capital Management
Alabama
$974K +$132K +2,450 +16%
FFA
1878
Founders Financial Alliance
North Carolina
$971K -$62K -1,149 -6%
DWM
1879
Drive Wealth Management
Utah
$968K -$89K -1,650 -8%
WW
1880
Waterfront Wealth
Kansas
$967K +$34.3K +635 +4%
RG
1881
Renaissance Group
Kentucky
$964K -$23K -426 -2%
CAM
1882
Covenant Asset Management
New Jersey
$961K +$5.93K +110 +0.6%
GA
1883
Geller Advisors
New York
$961K +$62.5K +1,158 +7%
CA
1884
Capital Advantage
California
$961K +$6.42K +119 +0.7%
MCM
1885
Mork Capital Management
California
$958K – – –
TCCM
1886
Timber Creek Capital Management
Massachusetts
$958K – – –
HCM
1887
Hodges Capital Management
Texas
$956K +$960K +17,787 New
DWM
1888
Destination Wealth Management
California
$956K -$6.21K -115 -0.6%
EGA
1889
E&G Advisors
Texas
$955K – – –
FPF
1890
First Pacific Financial
Washington
$954K -$50.5K -936 -5%
SA
1891
SRN Advisors
Pennsylvania
$952K -$346K -6,416 -27%
RB
1892
Rodgers Brothers
Pennsylvania
$950K +$61.3K +1,136 +7%
WC
1893
Whitney & Co
New York
$948K -$7.97M -147,642 -89%
WIC
1894
Wilkins Investment Counsel
Massachusetts
$948K -$49.2K -912 -5%
MLFP
1895
MPS Loria Financial Planners
Illinois
$947K +$2.43K +45 +0.3%
BHBT
1896
Burke & Herbert Bank & Trust
Virginia
$945K -$246K -4,562 -21%
CWM
1897
Castle Wealth Management
Florida
$943K +$216K +4,007 +30%
SRC
1898
Sage Rhino Capital
California
$942K -$755 -14 -0.1%
GPA
1899
Garrison Point Advisors
California
$942K – – –
MA
1900
MBA Advisors
Pennsylvania
$940K -$5.39K -100 -0.6%
74 75
76
77 78