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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1876
Peterson Wealth Advisors
Utah
$257K +$234K +1,355 New
SCM
1877
Stonehearth Capital Management
Massachusetts
$256K – – –
FUBT
1878
First United Bank & Trust
Maryland
$255K – – –
FRA
1879
Front Row Advisors
California
$255K +$232K +1,347 New
LFG
1880
Larson Financial Group
Missouri
$255K +$233K +1,348 New
ANB
1881
Amarillo National Bank
Texas
$254K – – –
CWM
1882
Cranbrook Wealth Management
Michigan
$254K +$34.5K +200 +18%
ACM
1883
AlphaStar Capital Management
North Carolina
$253K -$16.4K -95 -7%
SL
1884
Summitry LLC
California
$251K -$79.4K -460 -26%
BWM
1885
Brickley Wealth Management
California
$248K +$226K +1,310 New
EWM
1886
Empirical Wealth Management
Washington
$246K +$224K +1,296 New
ME
1887
McIlrath & Eck
Washington
$244K +$222K +1,288 New
MCM
1888
McMillion Capital Management
North Carolina
$242K – – –
DBIA
1889
Dumont & Blake Investment Advisors
New Jersey
$241K – – –
AMG
1890
Asset Management Group
Connecticut
$240K +$1.04K +6 +0.5%
SSWM
1891
Smith Salley Wealth Management
North Carolina
$240K +$218K +1,264 New
KA
1892
KLCM Advisors
Wisconsin
$237K -$12.9K -75 -6%
DIS
1893
Diversified Investment Strategies
Louisiana
$237K – – –
GBA
1894
Garrison Bradford & Associates
New York
$237K – – –
JCM
1895
Jacobi Capital Management
Pennsylvania
$237K +$86.5K +501 +68%
CFA
1896
Capstone Financial Advisors
Illinois
$236K -$23.8K -138 -10%
ACA
1897
Ackerman Capital Advisors
Texas
$233K +$246K +1,424 New
CCM
1898
Coe Capital Management
Illinois
$232K – – –
RIA
1899
RPG Investment Advisory
California
$231K -$2.93K -17 -1%
CCM
1900
Catawba Capital Management
Virginia
$230K +$209K +1,211 New
74 75
76
77 78