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Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
2051
One Plus One Wealth Management
Florida
$217K – – –
PCM
2052
Palisade Capital Management
New Jersey
$216K -$65.6K -500 -22%
MIM
2053
Miller Investment Management
Pennsylvania
$216K – – –
CTA
2054
Colonial Trust Advisors
South Carolina
$216K +$238K +1,816 New
FG
2055
Foster Group
Iowa
$215K -$3.81K -29 -2%
EFL
2056
ERn Financial LLC
Wisconsin
$215K +$9.32K +71 +4%
GM
2057
GeoWealth Management
Illinois
$214K -$72.7K -554 -24%
MLL
2058
Moody Lynn & Lieberson
Massachusetts
$213K -$13.9K -106 -6%
BAM
2059
Boyar Asset Management
New York
$213K – – –
RCA
2060
Reitz Capital Advisors
Michigan
$212K -$290K -2,208 -55%
CGFA
2061
Colton Groome Financial Advisors
North Carolina
$212K +$8.14K +62 +4%
DWM
2062
Destination Wealth Management
California
$211K -$178K -1,353 -43%
RBC
2063
Roble Belko & Company
Pennsylvania
$210K -$20.6K -157 -8%
CWM
2064
Centric Wealth Management
Illinois
$210K -$1.71K -13 -0.7%
ECAM
2065
East Coast Asset Management
Massachusetts
$210K – – –
SFS
2066
Security Financial Services
Indiana
$210K – – –
GCA
2067
Gradient Capital Advisors
California
$210K +$525 +4 +0.2%
TWP
2068
Tempus Wealth Planning
California
$210K +$11K +84 +5%
IF
2069
IRON Financial
Illinois
$210K +$26K +198 +13%
SC
2070
Schubert & Co
Texas
$209K -$262 -2 -0.1%
CWM
2071
Castle Wealth Management
Florida
$209K +$656 +5 +0.3%
MCP
2072
Mirador Capital Partners
California
$208K – – –
PTB
2073
Pioneer Trust Bank
Oregon
$207K -$112K -851 -33%
SN
2074
Sittner & Nelson
Oregon
$207K -$79.9K -609 -26%
LC
2075
Lindbrook Capital
California
$207K -$4.99K -38 -2%
81 82
83
84 85