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Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
1801
Worth Financial Advisory Group
North Carolina
$785K +$864K +9,035 New
EBT
1802
Enterprise Bank & Trust
Massachusetts
$784K -$472K -4,938 -35%
SWM
1803
Silverlake Wealth Management
Vermont
$784K -$7.84K -82 -0.9%
LFM
1804
Lumina Fund Management
New York
$782K +$335K +3,500 +64%
BOC
1805
Barbara Oil Co
Illinois
$782K – – –
FMLI
1806
Fukoku Mutual Life Insurance
Japan
$781K -$164K -1,719 -16%
BPCA
1807
Bank Pictet & Cie (Asia)
Singapore
$779K – – –
CFG
1808
Carr Financial Group
Massachusetts
$777K +$855K +8,943 New
PCA
1809
Peddock Capital Advisors
Massachusetts
$776K -$172K -1,799 -17%
RW
1810
RVW Wealth
California
$776K -$32.3K -338 -4%
UAML
1811
US Asset Management LLC
Pennsylvania
$774K +$853K +8,914 New
LWM
1812
LJI Wealth Management
Indiana
$773K +$851K +8,900 New
RFA
1813
Resurgent Financial Advisors
Georgia
$773K -$117K -1,225 -12%
EWM
1814
Executive Wealth Management
Michigan
$771K +$764K +7,989 +899%
PWA
1815
Providence Wealth Advisors
Illinois
$769K +$29.2K +305 +4%
AMIM
1816
Aull & Monroe Investment Management
Alabama
$767K -$156K -1,629 -16%
VW
1817
Vance Wealth
California
$767K +$27.5K +287 +3%
CCWM
1818
Cassaday & Co Wealth Management
Virginia
$767K +$844K +8,827 New
BA
1819
Bridge Advisory
California
$767K -$6.41K -67 -0.8%
APG
1820
Abacus Planning Group
South Carolina
$766K -$194K -2,025 -19%
IWA
1821
IVC Wealth Advisors
Pennsylvania
$766K -$25.7K -269 -3%
ZIG
1822
Zullo Investment Group
Pennsylvania
$764K +$13.6K +142 +2%
BFG
1823
Beacon Financial Group
Texas
$764K -$497K -5,194 -37%
GI
1824
Gradient Investments
Minnesota
$763K -$12.2K -128 -1%
GBT
1825
Grove Bank & Trust
Florida
$763K -$696K -7,277 -45%
71 72
73
74 75