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Name Holding Trade Value Shares
Change 		Change in
Stake
APC
3051
Asset Planning Corporation
Tennessee
$206K +$220K +746 New
MWM
3052
MorganRosel Wealth Management
Colorado
$206K +$220K +746 New
EL
3053
Essex LLC
Illinois
$205K -$4.43K -15 -2%
AC
3054
AWM Capital
Arizona
$205K +$190K +642 New
CBN
3055
Cadence Bank NA
Texas
$204K -$3.06M -10,364 -93%
DI
3056
Disciplined Investments
Oklahoma
$204K -$295 -1 -0.1%
MPW
3057
MA Private Wealth
California
$204K +$590 +2 +0.3%
WWP
3058
Waypoint Wealth Partners
California
$204K +$590 +2 +0.3%
WAM
3059
WealthTrust Asset Management
Florida
$204K +$590 +2 +0.3%
AWM
3060
Avaii Wealth Management
Wisconsin
$204K +$218K +739 New
GIA
3061
Goodwin Investment Advisory
Georgia
$203K – – –
WFS
3062
Walker Financial Services
Kentucky
$202K -$8.86K -30 -4%
KCM
3063
Karp Capital Management
California
$202K -$78.5K -266 -27%
CPP
3064
Capasso Planning Partners
South Carolina
$202K +$216K +732 New
FEG
3065
Financial Enhancement Group
Indiana
$201K – – –
NS
3066
Newman & Schimel
Illinois
$201K – – –
CA
3067
Cortland Associates
Missouri
$201K +$215K +728 New
C1AG
3068
Client 1st Advisory Group
Florida
$200K +$214K +726 New
BCM
3069
Bourgeon Capital Management
Connecticut
$198K +$295 +1 +0.1%
LS
3070
Leelyn Smith
Illinois
$196K -$485K -1,644 -70%
PG
3071
Proffitt & Goodson
Tennessee
$195K – – –
TLCM
3072
Twin Lakes Capital Management
California
$194K – – –
ITFISA
3073
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$193K – – –
ELI
3074
Empire Life Investments
Ontario, Canada
$193K +$36.9K +125 +22%
RAM
3075
Riggs Asset Management
Pennsylvania
$190K +$22.1K +75 +12%
121 122
123
124 125