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Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
1801
First United Bank & Trust
Maryland
$692K -$67.5K -734 -9%
AA
1802
Advisory Alpha
Michigan
$691K +$15.9K +173 +2%
TAM
1803
Titleist Asset Management
Texas
$690K +$434K +4,719 +192%
RWB
1804
RMR Wealth Builders
New Jersey
$687K +$106K +1,153 +19%
CCA
1805
Covey Capital Advisors
Georgia
$686K -$8.37K -91 -1%
VAS
1806
Valicenti Advisory Services
New York
$686K -$49.6K -539 -7%
MFT
1807
Moisand Fitzgerald Tamayo
Florida
$685K -$5.06K -55 -0.8%
ZIG
1808
Zullo Investment Group
Pennsylvania
$685K -$199K -2,162 -23%
MFA
1809
Mayflower Financial Advisors
Massachusetts
$684K +$17.7K +192 +3%
CFSG
1810
Community Financial Services Group
Vermont
$684K -$188K -2,042 -22%
PPWM
1811
Paragon Private Wealth Management
Kentucky
$684K +$193K +2,094 +42%
PTP
1812
Platform Technology Partners
New York
$682K +$197K +2,136 +32%
HCM
1813
Hollencrest Capital Management
California
$681K -$586K -6,368 -47%
SC
1814
Schulhoff & Co
Ohio
$678K -$114K -1,238 -15%
WMG
1815
WESCAP Management Group
California
$677K -$4.88K -53 -0.7%
LWA
1816
Lineweaver Wealth Advisors
Ohio
$675K +$75.4K +819 +13%
CF
1817
Copperwynd Financial
Arizona
$675K +$58K +630 +10%
QOP
1818
Quinn Opportunity Partners
Virginia
$673K +$644K +7,000 New
TIA
1819
Traphagen Investment Advisors
New Jersey
$673K -$16.4K -178 -2%
CFO
1820
Callan Family Office
Pennsylvania
$672K +$69.4K +754 +12%
V
1821
ViaWealth
Kansas
$672K +$12.5K +136 +2%
GWSG
1822
GPS Wealth Strategies Group
Colorado
$672K +$25K +272 +4%
VCA
1823
Verdence Capital Advisors
Maryland
$671K -$33.2K -361 -5%
FSA
1824
Financial Sense Advisors
California
$671K +$642K +6,978 New
PMFA
1825
Plante Moran Financial Advisors
Michigan
$671K -$8.74K -95 -1%
71 72
73
74 75