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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2601
PFS Partners
New Jersey
$151K +$23.7K +584 +24%
IPW
2602
Impact Partnership Wealth
Georgia
$148K -$49.4K -1,216 -29%
BHWM
2603
Beaird Harris Wealth Management
Texas
$147K – – –
FGA
2604
Fortis Group Advisors
New Jersey
$147K +$59.3K +1,459 +100%
CFG
2605
CKW Financial Group
Hawaii
$142K – – –
MLA
2606
MB, Levis & Associates
Pennsylvania
$140K +$284 +7 +0.3%
LAM
2607
Lummis Asset Management
Texas
$137K +$110K +2,718 New
ACA
2608
American Capital Advisory
Idaho
$135K +$109K +2,684 New
CWC
2609
Carolinas Wealth Consulting
North Carolina
$133K -$18.6K -459 -3%
AW
2610
Avion Wealth
Texas
$133K – – –
NBT
2611
Northwest Bank & Trust
Iowa
$130K +$105K +2,596 New
PWMA
2612
Pension & Wealth Management Advisors
Massachusetts
$130K – – –
MFG
2613
Mendota Financial Group
Wisconsin
$129K – – –
RBC
2614
Roble Belko & Company
Pennsylvania
$129K +$93.4K +2,300 +885%
MAWCM
2615
Mine & Arao Wealth Creation & Management
California
$128K +$3.05K +75 +3%
NFSG
2616
Newbridge Financial Services Group
Florida
$127K -$35.8K -882 -26%
AA
2617
AlphaMark Advisors
Kentucky
$127K -$609 -15 -0.6%
DWA
2618
Dougherty Wealth Advisers
Minnesota
$126K – – –
CTA
2619
Colonial Trust Advisors
South Carolina
$126K -$5.44K -134 -5%
MCA
2620
Maryland Capital Advisors
Maryland
$126K – – –
TC
2621
Tacita Capital
Ontario, Canada
$126K – – –
DEM
2622
Disciplined Equity Management
Florida
$126K +$102K +2,500 New
PP
2623
Pacifica Partners
Canada
$123K +$37.4K +920 +46%
FCMT
2624
Founders Capital Management (Texas)
Texas
$122K -$9.34K -230 -9%
OCM
2625
Orion Capital Management
California
$121K +$28.4K +700 +41%
103 104
105
106 107