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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2776
Fountainhead AM
New Jersey
$678K -$106K -292 -14%
BWM
2777
Birchcreek Wealth Management
Ohio
$677K – – –
CWP
2778
Clark Wealth Partners
Illinois
$677K -$6.88K -19 -1%
CA
2779
Claris Advisors
Missouri
$676K +$174K +481 +35%
PB
2780
Pinnacle Bancorp
Nebraska
$676K -$7.24K -20 -1%
WWG
2781
West Wealth Group
California
$675K +$22.8K +63 +4%
SFC
2782
Strategic Financial Concepts
Texas
$674K -$158K -438 -19%
PWM
2783
Palumbo Wealth Management
New York
$673K +$28.9K +80 +5%
FI
2784
Finivi Inc
Massachusetts
$673K +$15.2K +42 +2%
SI
2785
Severin Investments
Missouri
$671K -$11.2K -31 -2%
CFS
2786
Commonwealth Financial Services
West Virginia
$671K +$1.45K +4 +0.2%
LJHT
2787
Laurie J. Hall Trustee
$671K – – –
SGC
2788
Slocum, Gordon & Co
Rhode Island
$669K -$3.62K -10 -0.5%
DA
2789
Drake & Associates
Wisconsin
$668K +$185K +510 +39%
MA
2790
Maxele Advisors
Missouri
$667K +$33.7K +93 +5%
ICCON
2791
Investment Counsel Company of Nevada
Nevada
$667K – – –
GWM
2792
Greenwich Wealth Management
Connecticut
$666K – – –
VBWMG
2793
Von Berge Wealth Management Group
California
$663K -$44.9K -124 -6%
CIC
2794
Cornercap Investment Counsel
Georgia
$663K -$15.9K -44 -2%
EBA
2795
Eagle Bay Advisors
New York
$662K +$2.17K +6 +0.3%
SWG
2796
Summit Wealth Group
Vermont
$662K +$12.7K +35 +2%
WIM
2797
Waverton Investment Management
United Kingdom
$662K -$36.2K -100 -5%
PAS
2798
Professional Advisory Services
Florida
$660K – – –
EFH
2799
Eaton Financial Holdings
Florida
$660K +$651K +1,800 New
CWA
2800
Crux Wealth Advisors
California
$658K -$557K -1,539 -46%
110 111
112
113 114