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Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1201
Everett Harris & Co
California
$198K +$38K +3,000 +30%
EWM
1202
Endurance Wealth Management
Rhode Island
$198K +$10.1K +800 +7%
ACM
1203
Advisors Capital Management
New Jersey
$198K +$12.5K +985 +8%
DOA
1204
D'Orazio & Associates
Virginia
$198K -$80.7K -6,382 -33%
WIM
1205
WealthPlan Investment Management
Nebraska
$198K -$40.7K -3,216 -20%
FZCM
1206
Flynn Zito Capital Management
New York
$198K -$26.3K -2,076 -14%
IHL
1207
Investment House LLC
California
$197K +$165K +13,050 New
SP
1208
Successful Portfolios
Florida
$197K -$52.7K -4,168 -24%
PWP
1209
Perfromance Wealth Partners
Illinois
$196K +$19.5K +1,545 +14%
WAS
1210
Winch Advisory Services
Wisconsin
$196K -$6.87K -543 -4%
WA
1211
WBH Advisory
Maryland
$196K +$12.7K +1,002 +8%
CFP
1212
Catalyst Financial Partners
Massachusetts
$195K +$26.7K +2,108 +20%
SMA
1213
Sage Mountain Advisors
Georgia
$195K +$6.88K +544 +4%
B
1214
BetterWealth
California
$195K +$202 +16 +0.1%
BFIM
1215
Beese Fulmer Investment Management
Ohio
$194K – – –
MCM
1216
Maple Capital Management
Vermont
$194K -$3.49K -276 -2%
SFP
1217
Sweet Financial Partners
Minnesota
$194K +$162K +12,809 New
MCA
1218
Millennium Capital Advisors
Arkansas
$193K +$1.35K +107 +0.8%
AWC
1219
Adamsbrown Wealth Consultants
Kansas
$192K +$1.72K +136 +1%
LI
1220
Lafayette Investments
Maryland
$192K – – –
PPW
1221
Parcion Private Wealth
Washington
$192K +$5.69K +450 +4%
RCG
1222
Regatta Capital Group
California
$192K -$31.4K -2,485 -16%
GC
1223
Guidance Capital
Kentucky
$192K +$200K +15,783 New
EFG
1224
Everhart Financial Group
Ohio
$191K +$949 +75 +0.6%
VFPI
1225
Vantage Financial Partners (Illinois)
Illinois
$191K – – –
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