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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2801
Commonwealth Financial Services
West Virginia
$669K -$5.07K -13 -0.7%
ICCON
2802
Investment Counsel Company of Nevada
Nevada
$667K +$709K +1,819 New
WAM
2803
Werlinich Asset Management
Connecticut
$667K – – –
SFG
2804
Seamount Financial Group
Colorado
$665K +$3.9K +10 +0.6%
GWM
2805
Greenwich Wealth Management
Connecticut
$665K -$14.4K -37 -2%
RWRC
2806
R.W. Roge & Company
New York
$665K -$2.73K -7 -0.4%
BWM
2807
BankPlus Wealth Management
Mississippi
$664K -$23.4K -60 -3%
FCM
2808
Fairbanks Capital Management
California
$663K -$9.74K -25 -1%
PA
2809
PSI Advisors
Florida
$662K -$162K -416 -19%
CI
2810
Carroll Investors
South Carolina
$661K +$709K +1,819 New
MSWA
2811
Marshall & Sterling Wealth Advisors
New York
$660K +$49.9K +128 +8%
EBA
2812
Eagle Bay Advisors
New York
$660K -$7.41K -19 -1%
PAS
2813
Professional Advisory Services
Florida
$660K – – –
PCA
2814
Purkiss Capital Advisors
Connecticut
$658K +$390 +1 +0.1%
FBFS
2815
First Business Financial Services
Wisconsin
$658K +$30.8K +79 +5%
WFA
2816
WMG Financial Advisors
Tennessee
$657K -$19.9K -51 -3%
FI
2817
Finivi Inc
Massachusetts
$657K +$4.68K +12 +0.7%
FPW
2818
Fairvoy Private Wealth
Alabama
$655K +$26.1K +67 +4%
HIG
2819
Heritage Investment Group
Florida
$653K +$19.5K +50 +3%
CIA
2820
Compass Ion Advisors
Pennsylvania
$652K +$3.9K +10 +0.6%
AC
2821
Asio Capital
Kentucky
$652K -$9.74K -25 -1%
EPW
2822
Endeavor Private Wealth
Kansas
$651K +$572K +1,467 +473%
NCM
2823
Noesis Capital Mangement
Florida
$651K -$5.46K -14 -0.8%
SWIM
2824
Smallwood Wealth Investment Management
New Jersey
$651K – – –
FP
2825
Financial Perspectives
Minnesota
$650K -$20.3K -52 -3%
111 112
113
114 115