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Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
1876
Bell & Brown Wealth Advisors
California
$260K +$237K +1,371 New
UCI
1877
Uncommon Cents Investing
Wisconsin
$260K +$237K +1,371 New
PFO
1878
Pathstone Family Office
New Jersey
$259K +$2.59K +15 +1%
CWM
1879
Circle Wealth Management
New Jersey
$258K +$9.15K +53 +4%
MWM
1880
Mascoma Wealth Management
New Hampshire
$258K +$49.2K +285 +27%
BFM
1881
Boothbay Fund Management
New York
$258K +$235K +1,361 New
EIA
1882
Edgemoor Investment Advisors
Maryland
$257K -$33.3K -193 -13%
PWA
1883
Peterson Wealth Advisors
Utah
$257K +$234K +1,355 New
SCM
1884
Stonehearth Capital Management
Massachusetts
$256K – – –
FUBT
1885
First United Bank & Trust
Maryland
$255K – – –
FRA
1886
Front Row Advisors
California
$255K +$232K +1,347 New
LFG
1887
Larson Financial Group
Missouri
$255K +$233K +1,348 New
ANB
1888
Amarillo National Bank
Texas
$254K – – –
CWM
1889
Cranbrook Wealth Management
Michigan
$254K +$34.5K +200 +18%
ACM
1890
AlphaStar Capital Management
North Carolina
$253K -$16.4K -95 -7%
SL
1891
Summitry LLC
California
$251K -$79.4K -460 -26%
BWM
1892
Brickley Wealth Management
California
$248K +$226K +1,310 New
EWM
1893
Empirical Wealth Management
Washington
$246K +$224K +1,296 New
ME
1894
McIlrath & Eck
Washington
$244K +$222K +1,288 New
MCM
1895
McMillion Capital Management
North Carolina
$242K – – –
DBIA
1896
Dumont & Blake Investment Advisors
New Jersey
$241K – – –
AMG
1897
Asset Management Group
Connecticut
$240K +$1.04K +6 +0.5%
SSWM
1898
Smith Salley Wealth Management
North Carolina
$240K +$218K +1,264 New
KA
1899
KLCM Advisors
Wisconsin
$237K -$12.9K -75 -6%
DIS
1900
Diversified Investment Strategies
Louisiana
$237K – – –
74 75
76
77 78