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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1651
Doyle Wealth Management
Florida
$267K +$14.6K +224 +6%
LC
1652
LCNB Corp
Ohio
$265K -$16.7K -257 -6%
RMDI
1653
R.M. Davis Inc
Maine
$265K +$253K +3,884 New
SL
1654
Savior LLC
Massachusetts
$263K -$23.2K -356 -8%
TF
1655
TimeScale Financial
Massachusetts
$263K +$2.08K +32 +0.8%
PP
1656
Palladium Partners
Virginia
$263K +$17K +262 +7%
RG
1657
Renaissance Group
Kentucky
$262K +$249K +3,833 New
LA
1658
Legacy Advisors
Pennsylvania
$260K -$118K -1,809 -32%
KFI
1659
Key Financial Inc
Pennsylvania
$260K – – –
HA
1660
Harborview Advisors
Maine
$257K +$260 +4 +0.1%
WAG
1661
Winthrop Advisory Group
Massachusetts
$257K +$245K +3,766 New
RPWA
1662
Regent Peak Wealth Advisors
Georgia
$256K -$1.06M -16,363 -81%
PCM
1663
Pointe Capital Management
Michigan
$256K -$54.3K -835 -18%
SFBLI
1664
Southern Farm Bureau Life Insurance
Mississippi
$256K +$244K +3,750 New
FHC
1665
First Heartland Consultants
Missouri
$255K +$243K +3,737 New
WP
1666
WealthPLAN Partners
Nebraska
$254K -$49.7K -764 -18%
EFSCE
1667
Enterprise Financial Services Corp (EFSC)
Missouri
$252K -$976 -15 -0.4%
MFW
1668
Mosaic Family Wealth
Missouri
$252K +$6.7K +103 +3%
IWS
1669
Insight Wealth Strategies
California
$251K -$33.2K -511 -12%
MCM
1670
Magnolia Capital Management
New York
$250K -$7.48K -115 -3%
GCIA
1671
Gabelli & Co Investment Advisers
New York
$249K +$9.76K +150 +4%
RM
1672
Resource Management
Louisiana
$249K +$12.1K +186 +5%
CSWG
1673
Cardinal Strategic Wealth Guidance
Kentucky
$248K – – –
EAMA
1674
EFG Asset Management (Americas)
Florida
$248K +$236K +3,626 New
JSC
1675
Jackson Square Capital
California
$247K -$5.2K -80 -2%
65 66
67
68 69