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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1801
MJP Associates
Connecticut
$745K +$25.5K +237 +3%
AWM
1802
Aberdeen Wealth Management
Illinois
$743K +$21.6K +201 +3%
CHJWM
1803
Carlton Hofferkamp & Jenks Wealth Management
Texas
$743K -$30.4K -283 -3%
RIG
1804
RiverFront Investment Group
Virginia
$742K +$71.3K +663 +10%
CSC
1805
Caldwell Sutter Capital
California
$741K +$306K +2,849 +61%
VW
1806
Vance Wealth
California
$739K -$3.98K -37 -0.5%
LWM
1807
Liberty Wealth Management
California
$739K -$14.1K -131 -2%
CCFM
1808
Clear Creek Financial Management
Washington
$739K -$6.56K -61 -0.8%
GCM
1809
Gables Capital Management
Florida
$737K -$15.6K -145 -2%
AI
1810
Accredited Investors
Minnesota
$737K -$9.56K -89 -1%
OL
1811
one8zero8 LLC
North Carolina
$737K -$80.6K -750 -9%
MCM
1812
Mainstream Capital Management
California
$736K -$89.4K -832 -10%
3IP
1813
3Chopt Investment Partners
Virginia
$735K +$800K +7,444 New
WPC
1814
White Pine Capital
Minnesota
$735K +$1.61K +15 +0.2%
CWS
1815
Cypress Wealth Services
California
$734K +$17.2K +160 +2%
APC
1816
Aspire Private Capital
North Carolina
$734K +$315K +2,932 +65%
FMLI
1817
Fukoku Mutual Life Insurance
Japan
$734K – – –
ZIC
1818
ZWJ Investment Counsel
Georgia
$733K -$97.8K -910 -11%
CBT
1819
CoreFirst Bank & Trust
Kansas
$731K – – –
SMA
1820
Sage Mountain Advisors
Georgia
$731K +$37.4K +348 +5%
SC
1821
Saybrook Capital
North Carolina
$730K – – –
AA
1822
Advisory Alpha
Michigan
$729K +$73.1K +680 +10%
CG
1823
CFO4Life Group
Texas
$729K -$71.1K -662 -8%
PSP
1824
Principal Street Partners
Tennessee
$729K +$64.1K +596 +9%
CWM
1825
Centurion Wealth Management
Virginia
$728K – – –
71 72
73
74 75