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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
3076
Private Client Services
Kentucky
$591K +$157K +859 +43%
DWML
3077
Decker Wealth Management LLC
Tennessee
$591K – – –
PPC
3078
Pennington Partners & Co
Maryland
$591K +$88.8K +487 +21%
BT
3079
Banque Transatlantique
France
$590K +$236K +1,296 +83%
VFM
3080
Vision Financial Markets
Connecticut
$590K +$365 +2 +0.1%
SC
3081
Schubert & Co
Texas
$590K -$20.2K -111 -4%
MA
3082
MKT Advisors
California
$589K -$27.5K -151 -5%
WDL
3083
Well Done LLC
Michigan
$588K -$6.02K -33 -1%
XWM
3084
Xcel Wealth Management
Florida
$588K -$264K -1,450 -34%
DLCIG
3085
D.L. Carlson Investment Group
New Hampshire
$586K -$3.46K -19 -0.7%
RFA
3086
RTD Financial Advisors
Pennsylvania
$586K +$70.4K +386 +16%
BWM
3087
BankPlus Wealth Management
Mississippi
$586K +$516K +2,832 New
LSWP
3088
Liberty Square Wealth Partners
Pennsylvania
$585K +$17.7K +97 +4%
BA
3089
Bridgewater Associates
Connecticut
$585K +$516K +2,827 New
NECFA
3090
New England Capital Financial Advisors
Connecticut
$585K +$547 +3 +0.1%
VH
3091
Visionary Horizons
Tennessee
$584K -$7.11K -39 -1%
SAM
3092
Sompo Asset Management
Japan
$583K -$12.8K -70 -2%
TAM
3093
Tucker Asset Management
Colorado
$583K +$25.3K +139 +5%
MWA
3094
Medallion Wealth Advisors
Connecticut
$581K +$101K +553 +25%
GPW
3095
Genesis Private Wealth
Virginia
$581K +$45.2K +248 +10%
SPWM
3096
Smith Partners Wealth Management
North Carolina
$580K – – –
BHFP
3097
Blom & Howell Financial Planning
California
$578K -$14.4K -79 -3%
BF
3098
bLong Financial
Tennessee
$577K -$63.8K -350 -11%
PCM
3099
Prospera Capital Management
Arizona
$577K +$11.9K +65 +2%
SCFS
3100
Stewardship Concepts Financial Services
Washington
$577K +$18.6K +102 +4%
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