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Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
2076
Cetera Trust Company
Minnesota
$207K – – –
EPIMS
2077
Evelyn Partners Investment Management Services
$207K +$222K +1,242 New
LMKC
2078
L.M. Kohn & Company
Ohio
$206K -$20.9K -117 -9%
GSEP
2079
Golden State Equity Partners
California
$206K +$158K +888 +255%
OKSA
2080
O'Keefe Stevens Advisory
New York
$206K -$7.32K -41 -3%
MW
2081
MBL Wealth
North Carolina
$206K +$5.53K +31 +3%
WBWA
2082
William B. Walkup & Associates
South Carolina
$205K – – –
NCM
2083
NCM Capital Management
New Jersey
$205K +$29.8K +167 +16%
WF
2084
Wayfinding Financial
Washington
$205K +$220K +1,233 New
ACP
2085
Aveo Capital Partners
Colorado
$205K -$3.21K -18 -1%
EGA
2086
E&G Advisors
Texas
$205K – – –
MPIA
2087
Mountain Pacific Investment Advisers
Idaho
$205K – – –
EW
2088
Elyxium Wealth
California
$204K -$325K -1,820 -60%
FCA
2089
FLC Capital Advisors
California
$204K – – –
AG
2090
AmeriFlex Group
Nevada
$203K +$178K +999 New
ITIM
2091
Indiana Trust & Investment Management
Indiana
$203K – – –
BCM
2092
Boltwood Capital Management
California
$203K -$892 -5 -0.4%
CA
2093
Capital Advantage
California
$203K +$217K +1,216 New
SF
2094
Safeguard Financial
Wisconsin
$202K +$1.43K +8 +0.7%
AIM
2095
Acropolis Investment Management
Missouri
$202K -$43.7K -245 -17%
CWA
2096
Consilio Wealth Advisors
Washington
$201K -$34.3K -192 -14%
CANC
2097
Culbertson A N & Co
Virginia
$201K – – –
DI
2098
Disciplined Investments
Oklahoma
$201K +$215K +1,205 New
BEW
2099
Burton Enright Welch
California
$201K +$5.35K +30 +3%
CIA
2100
Cape Investment Advisory
Georgia
$201K +$14.6K +82 +7%
82 83
84
85 86