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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1476
Pinnacle Advisory Group
Maryland
$350K +$3.51K +50 +1%
LA
1477
LexAurum Advisors
Kansas
$350K +$85.1K +1,212 +35%
PMFA
1478
Plante Moran Financial Advisors
Michigan
$349K +$41.2K +587 +14%
PCG
1479
Private Capital Group
Connecticut
$347K -$41.3K -588 -11%
WWM
1480
Windsor Wealth Management
Indiana
$346K -$350K -4,978 -52%
HA
1481
Harfst & Associates
Wyoming
$345K -$5.34K -76 -2%
FNBOO
1482
First National Bank of Omaha
Nebraska
$344K -$23.1K -329 -7%
SIG
1483
Sargent Investment Group
Maryland
$344K – – –
AAM
1484
American Asset Management
Florida
$344K +$43.9K +625 +16%
FSA
1485
Fort Sheridan Advisors
Illinois
$343K +$281 +4 +0.1%
SWA
1486
Sutton Wealth Advisors
Florida
$343K -$192K -2,740 -37%
DIP
1487
DT Investment Partners
Pennsylvania
$342K +$323K +4,607 New
CIC
1488
Crawford Investment Counsel
Georgia
$341K +$46.2K +658 +17%
EW
1489
Element Wealth
Mississippi
$341K +$322K +4,592 New
NFC
1490
Northeast Financial Consultants
Connecticut
$340K -$3.79K -54 -1%
PCM
1491
Pointe Capital Management
Michigan
$340K – – –
MWA
1492
Meridian Wealth Advisors
Texas
$339K +$26.1K +371 +9%
TWP
1493
Tempus Wealth Planning
California
$339K +$320K +4,564 New
BCM
1494
Brookmont Capital Management
Texas
$337K -$36.7K -523 -10%
CSIC
1495
Clifford Swan Investment Counsel
California
$337K +$66.5K +947 +26%
MCWA
1496
Meadow Creek Wealth Advisors
Georgia
$336K +$318K +4,528 New
LB
1497
Legacy Bridge
Iowa
$335K -$21.1K -300 -6%
TCM
1498
Traynor Capital Management
Pennsylvania
$335K +$63K +897 +25%
EF
1499
Empirical Finance
Pennsylvania
$335K +$317K +4,510 New
MCWS
1500
McKinley Carter Wealth Services
West Virginia
$331K -$20.2K -287 -6%
58 59
60
61 62