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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
2651
Abacus Planning Group
South Carolina
$624K -$210K -1,343 -26%
TAM
2652
Tucker Asset Management
Colorado
$622K +$32.1K +205 +6%
WCP
2653
Wealthcare Capital Partners
Pennsylvania
$620K +$2.66K +17 +0.5%
VCS
2654
Vaughan & Co Securities
New Jersey
$619K +$5.17K +33 +0.9%
VM
2655
VPR Management
Texas
$619K +$157K +1,000 +37%
AG
2656
Algert Global
California
$618K +$107K +682 +23%
MSA
2657
Marino Stram & Associates
Massachusetts
$618K +$2.35K +15 +0.4%
TCA
2658
Trifecta Capital Advisors
Illinois
$617K -$3.43M -21,908 -86%
SA
2659
Shilanski & Associates
Alaska
$617K +$2.19K +14 +0.4%
BIC
2660
Beach Investment Counsel
Pennsylvania
$617K – – –
ODFS
2661
O'Donnell Financial Services
California
$617K +$2.35K +15 +0.4%
AIM
2662
Advyzon Investment Management
Illinois
$616K -$9.71K -62 -2%
AP
2663
Appleton Partners
Massachusetts
$616K +$64.3K +411 +13%
NRC
2664
New Republic Capital
North Carolina
$615K +$32.9K +210 +6%
FG
2665
Foster Group
Iowa
$614K +$120K +769 +27%
LODC
2666
Lanham O'Dell & Company
West Virginia
$613K +$18.9K +121 +3%
PG
2667
Prostatis Group
Maryland
$613K -$20.8K -133 -4%
PWM
2668
Palumbo Wealth Management
New York
$610K +$83.4K +533 +17%
OWM
2669
OneAscent Wealth Management
Alabama
$609K -$414K -2,646 -42%
AFIA
2670
America First Investment Advisors
Nebraska
$609K – – –
FAG
2671
Fortitude Advisory Group
Washington
$608K +$43.5K +278 +7%
CRIG
2672
Charter Research & Investment Group
Connecticut
$607K – – –
CPC
2673
Congress Park Capital
New York
$607K +$75.3K +481 +15%
GAAM
2674
Guinness Atkinson Asset Management
California
$606K -$44.1K -282 -7%
BWA
2675
Blodgett Wealth Advisors
California
$605K -$35.2K -225 -6%
105 106
107
108 109