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Name Holding Trade Value Shares
Change 		Change in
Stake
RCS
1601
Retirement Capital Strategies
California
$317K -$80.5K -504 -20%
WC
1602
Waterloo Capital
Texas
$316K -$277K -1,734 -47%
FC
1603
Fusion Capital
South Carolina
$315K -$79.8K -500 -20%
RGC
1604
Roberts, Glore & Co
Illinois
$315K -$99.3K -622 -24%
LNB
1605
Ledyard National Bank
$315K -$79.2K -496 -20%
MAM
1606
Milestone Asset Management
Pennsylvania
$315K -$79.8K -500 -20%
OP
1607
ORG Partners
Indiana
$314K +$255K +1,598 +423%
VC
1608
Vestor Capital
Illinois
$314K -$79.8K -500 -20%
AWP
1609
Ascent Wealth Partners
New York
$313K -$79.5K -498 -20%
TPA
1610
Trivium Point Advisory
Connecticut
$313K +$315K +1,970 New
WIA
1611
Westbourne Investment Advisors
Maryland
$313K -$79.5K -498 -20%
LWM
1612
Lakeridge Wealth Management
Ohio
$312K -$79.2K -496 -20%
LWANC
1613
Laurel Wealth Advisors (North Carolina)
North Carolina
$312K -$71.2K -446 -18%
AC
1614
AIFG Consultants
New York
$311K -$110K -689 -26%
PA
1615
Procyon Advisors
Connecticut
$311K -$51.3K -321 -14%
ACM
1616
Advisors Capital Management
New Jersey
$311K -$67.1K -420 -18%
HIC
1617
Holderness Investments Company
North Carolina
$311K -$65.5K -410 -17%
ICP
1618
Interchange Capital Partners
Pennsylvania
$309K +$311K +1,946 New
BW
1619
Basepoint Wealth
Iowa
$309K -$77.9K -488 -20%
JLBC
1620
J.L. Bainbridge & Co
Florida
$308K -$78.4K -491 -20%
BFO
1621
Boston Family Office
Massachusetts
$308K -$52.8K -331 -15%
AWM
1622
Accurate Wealth Management
Florida
$307K -$16.4K -103 -5%
MWP
1623
Meridian Wealth Partners
Pennsylvania
$305K -$69K -432 -18%
VHAM
1624
Van Hulzen Asset Management
California
$305K -$77.4K -485 -20%
ONSWM
1625
Old North State Wealth Management
North Carolina
$305K -$39.8K -249 -12%
63 64
65
66 67