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Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
2726
Morton Brown Family Wealth
Pennsylvania
$106K +$105K +2,051 New
PPWM
2727
PFG Private Wealth Management
Florida
$104K +$2.91K +57 +3%
CC
2728
Commons Capital
Massachusetts
$103K +$102K +2,000 New
CWAF
2729
Core Wealth Advisors (Florida)
Florida
$102K +$94.6K +1,851 +1,361%
AP
2730
Arlington Partners
Alabama
$100K +$5.73K +112 +6%
GWMI
2731
Guardian Wealth Management (Illinois)
Illinois
$100K +$99.1K +1,938 New
OBWP
2732
O'Brien Wealth Partners
Massachusetts
$98K -$4.19K -82 -4%
JWBC
2733
John W. Brooker & Co
California
$98K – – –
AFS
2734
Annapolis Financial Services
Maryland
$98K +$2.4K +47 +3%
DI
2735
Disciplined Investments
Oklahoma
$95K -$5.11K -100 -5%
RCC
2736
Red Cedar Capital
Nebraska
$94K – – –
AW
2737
Avion Wealth
Texas
$94K +$1.99K +39 +2%
TCM
2738
TD Capital Management
Tennessee
$94K +$25.6K +500 +38%
EWM
2739
Elmwood Wealth Management
California
$94K +$93.5K +1,828 New
CPA
2740
Cowen Prime Advisors
New York
$93K – – –
NICM
2741
Neo Ivy Capital Management
New York
$87K -$600K -11,735 -87%
HFA
2742
HC Financial Advisors
California
$87K – – –
CFFP
2743
Center for Financial Planning
Michigan
$86K +$51 +1 +0.1%
TFGT
2744
TS Financial Group (TSFG)
Illinois
$86K +$102 +2 +0.1%
MAM
2745
McCarthy Asset Management
California
$86K +$153 +3 +0.2%
SJIA
2746
St. James Investment Advisors
New York
$85K +$84.2K +1,646 New
OCM
2747
Orion Capital Management
California
$82K +$56.2K +1,100 +220%
TIM
2748
Tortoise Investment Management
New York
$81K – – –
SIC
2749
SJS Investment Consulting
Ohio
$81K +$80.3K +1,570 New
PG
2750
Proffitt & Goodson
Tennessee
$78K -$16.2K -316 -17%
108 109
110
111 112