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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
2051
Paragon Capital Management (Colorado)
Colorado
$240K -$6.33K -64 -2%
FAN
2052
Financial Advisors Network
California
$240K -$6.14K -62 -2%
BBI
2053
Baxter Bros Inc
Connecticut
$240K +$34.6K +350 +16%
SFS
2054
Summit Financial Strategies
Ohio
$240K +$249K +2,518 New
CFD
2055
Creative Financial Designs
Indiana
$239K +$37.3K +377 +18%
BWM
2056
BigSur Wealth Management
Florida
$238K – – –
CWM
2057
Chemistry Wealth Management
New York
$237K -$20.8K -210 -8%
PA
2058
Procyon Advisors
Connecticut
$237K -$1.19K -12 -0.5%
NEPPG
2059
New England Professional Planning Group
Rhode Island
$237K – – –
EWS
2060
Evergreen Wealth Solutions
Pennsylvania
$236K -$133K -1,344 -35%
SCI
2061
S&CO Inc
Massachusetts
$236K – – –
EBA
2062
Eagle Bay Advisors
New York
$235K -$8.12K -82 -3%
LNB
2063
Ledyard National Bank
$235K – – –
SFG
2064
Sunburst Financial Group
Alabama
$235K +$244K +2,468 New
SAM
2065
Synergy Asset Management
Washington
$234K +$242K +2,446 New
CA
2066
Cambridge Advisors
Nebraska
$233K -$14.7K -149 -6%
MAM
2067
McLean Asset Management
Virginia
$233K +$99 +1 +0%
CIR
2068
Clear Investment Research
Georgia
$229K – – –
SICM
2069
Sustainable Insight Capital Management
New York
$228K +$4.16K +42 +2%
PD
2070
Planning Directions
Pennsylvania
$228K +$5.15K +52 +2%
BAS
2071
Brown Advisory Securities
Maryland
$227K -$516K -5,208 -69%
TIA
2072
Tandem Investment Advisors
South Carolina
$227K +$5.64K +57 +2%
GAA
2073
Global Assets Advisory
Florida
$227K +$237K +2,392 New
UF
2074
Univest Financial
Pennsylvania
$226K -$3.86M -39,004 -94%
SIS
2075
Sound Income Strategies
Florida
$226K +$27.6K +279 +13%
81 82
83
84 85