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Name Holding Trade Value Shares
Change 		Change in
Stake
NMM
2601
Naples Money Management
Florida
$152K +$123K +3,030 New
PP
2602
PFS Partners
New Jersey
$151K +$23.7K +584 +24%
IPW
2603
Impact Partnership Wealth
Georgia
$148K -$49.4K -1,216 -29%
BHWM
2604
Beaird Harris Wealth Management
Texas
$147K – – –
FGA
2605
Fortis Group Advisors
New Jersey
$147K +$59.3K +1,459 +100%
CFG
2606
CKW Financial Group
Hawaii
$142K – – –
MLA
2607
MB, Levis & Associates
Pennsylvania
$140K +$284 +7 +0.3%
LAM
2608
Lummis Asset Management
Texas
$137K +$110K +2,718 New
ACA
2609
American Capital Advisory
Idaho
$135K +$109K +2,684 New
CWC
2610
Carolinas Wealth Consulting
North Carolina
$133K -$18.6K -459 -3%
AW
2611
Avion Wealth
Texas
$133K – – –
NBT
2612
Northwest Bank & Trust
Iowa
$130K +$105K +2,596 New
PWMA
2613
Pension & Wealth Management Advisors
Massachusetts
$130K – – –
MFG
2614
Mendota Financial Group
Wisconsin
$129K – – –
RBC
2615
Roble Belko & Company
Pennsylvania
$129K +$93.4K +2,300 +885%
MAWCM
2616
Mine & Arao Wealth Creation & Management
California
$128K +$3.05K +75 +3%
NFSG
2617
Newbridge Financial Services Group
Florida
$127K -$35.8K -882 -26%
AA
2618
AlphaMark Advisors
Kentucky
$127K -$609 -15 -0.6%
DWA
2619
Dougherty Wealth Advisers
Minnesota
$126K – – –
CTA
2620
Colonial Trust Advisors
South Carolina
$126K -$5.44K -134 -5%
MCA
2621
Maryland Capital Advisors
Maryland
$126K – – –
TC
2622
Tacita Capital
Ontario, Canada
$126K – – –
DEM
2623
Disciplined Equity Management
Florida
$126K +$102K +2,500 New
PP
2624
Pacifica Partners
Canada
$123K +$37.4K +920 +46%
FCMT
2625
Founders Capital Management (Texas)
Texas
$122K -$9.34K -230 -9%
103 104
105
106 107