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Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
2626
Braun-Bostich & Associates
Pennsylvania
$467K +$69K +225 +17%
PWM
2627
Prentice Wealth Management
New York
$466K +$38.9K +127 +9%
CP
2628
Castleview Partners
Texas
$465K +$47.2K +154 +11%
MSA
2629
Marino Stram & Associates
Massachusetts
$465K +$2.45K +8 +0.5%
T
2630
TOBAM
France
$465K -$97.8K -319 -17%
IAS
2631
IMA Advisory Services
Colorado
$465K – – –
LFA
2632
LGT Financial Advisors
Texas
$465K +$483K +1,575 New
MA
2633
Mezzasalma Advisors
New Jersey
$465K -$6.13K -20 -1%
DCM
2634
Difesa Capital Management
New York
$464K -$12.3K -40 -2%
AL
2635
ADE LLC
Maryland
$464K – – –
QFA
2636
Quantum Financial Advisors
California
$463K – – –
ERWM
2637
Elk River Wealth Management
Colorado
$462K – – –
SWP
2638
Summit Wealth Partners
Florida
$459K +$54.6K +178 +13%
CWS
2639
Cypress Wealth Services
California
$459K +$19K +62 +4%
MFC
2640
Morris Financial Concepts
South Carolina
$459K – – –
PBF
2641
Petix & Botte Financial
California
$457K +$474K +1,547 New
BSSFA
2642
Baron Silver Stevens Financial Advisors
Florida
$457K +$12.6K +41 +3%
BAM
2643
Bellevue Asset Management
Washington
$456K +$307 +1 +0.1%
SIS
2644
Sound Income Strategies
Florida
$455K -$35.3K -115 -7%
HFS
2645
Heritage Financial Services
Massachusetts
$455K +$93.8K +306 +25%
NPT
2646
Nixon Peabody Trust
Massachusetts
$453K -$129K -421 -22%
LP
2647
LGL Partners
Pennsylvania
$453K -$8.59K -28 -2%
IF
2648
Intrua Financial
Texas
$453K -$132K -432 -22%
CI
2649
Chartist Inc
California
$452K +$506K +1,649 New
MSR
2650
Main Street Research
Connecticut
$451K +$138K +450 +42%
104 105
106
107 108