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Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
2076
Global Financial Private Client
Florida
$497K -$4.58K -52 -0.9%
PWM
2077
Prentice Wealth Management
New York
$497K +$45K +511 +10%
GWANC
2078
Guardian Wealth Advisors (North Carolina)
North Carolina
$497K +$36K +408 +8%
PB
2079
Pinnacle Bancorp
Nebraska
$497K +$29.2K +331 +6%
ST
2080
Sabal Trust
Florida
$497K -$64.5K -732 -12%
OP
2081
ORG Partners
Indiana
$496K +$291K +3,304 +151%
FP
2082
Financial Perspectives
Minnesota
$496K +$353 +4 +0.1%
IIC
2083
Integrated Investment Consultants
Michigan
$496K – – –
BCFD
2084
Boit C.F. David
$495K – – –
WSCM
2085
Wellington Shields Capital Management
New York
$495K -$25K -284 -5%
RS
2086
Rakuten Securities
Japan
$495K +$483K +5,480 New
NJIM
2087
Nabity-Jensen Investment Management
Nebraska
$495K +$483K +5,478 New
NC
2088
Napatree Capital
Rhode Island
$495K +$483K +5,477 New
DIM
2089
Delta Investment Management
California
$494K +$7.05K +80 +1%
HCM
2090
Hutchinson Capital Management
California
$493K -$16.2K -184 -3%
WA
2091
WP Advisors
California
$492K -$53.2K -604 -10%
LA
2092
Lifeworks Advisors
Michigan
$492K -$62.9K -713 -12%
SP
2093
Saranac Partners
$492K – – –
MWM
2094
Modern Wealth Management
Kansas
$492K +$480K +5,448 New
KLCM
2095
KG&L Capital Management
Louisiana
$492K -$53.7K -609 -10%
AAM
2096
Aureus Asset Management
Massachusetts
$490K +$24.5K +278 +5%
CA
2097
Crumly & Associates
Illinois
$490K +$136K +1,542 +40%
LB
2098
Legacy Bridge
Iowa
$490K -$81.4K -923 -15%
PL
2099
Perpetual Ltd
Australia
$489K -$106K -1,197 -18%
VA
2100
Vident Advisory
Georgia
$489K -$83.9K -952 -15%
82 83
84
85 86