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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
2801
Curran Financial Partners
South Carolina
$336K +$244K +2,408 New
SC
2802
Schubert & Co
Texas
$336K +$243K +2,407 New
SCA
2803
Scott Capital Advisors
Oregon
$336K +$243K +2,406 New
CWM
2804
Cabot Wealth Management
Massachusetts
$335K +$243K +2,400 New
FF
2805
Farrow Financial
Vermont
$335K +$243K +2,400 New
PMA
2806
Prudent Man Advisors
Illinois
$335K +$162K +1,600 New
WWG
2807
West Wealth Group
California
$335K +$242K +2,395 New
DCM
2808
Dimension Capital Management
Florida
$334K +$242K +2,394 New
TCM
2809
Telos Capital Management
California
$334K +$242K +2,391 New
HWA
2810
Hilltop Wealth Advisors
North Carolina
$333K +$241K +2,388 New
CA
2811
CV Advisors
Florida
$332K +$240K +2,378 New
LWANC
2812
Laurel Wealth Advisors (North Carolina)
North Carolina
$332K – – –
PFA
2813
Portland Financial Advisors
New York
$332K +$240K +2,375 New
JA
2814
JVL Associates
Michigan
$331K +$240K +2,373 New
FPGK
2815
Financial Partners Group (Kansas)
Kansas
$331K +$239K +2,368 New
NG
2816
Northstar Group
New York
$329K +$238K +2,357 New
TIA
2817
Trust Investment Advisors
Indiana
$329K +$238K +2,353 New
BI
2818
Ballast Inc
Kentucky
$328K +$238K +2,350 New
WF
2819
Whelan Financial
California
$328K +$237K +2,347 New
PCMM
2820
Piedmont Capital Management (Montana)
Montana
$328K +$260K +2,575 New
SPFA
2821
Summit Place Financial Advisors
New Jersey
$327K +$237K +2,345 New
BL
2822
Balentine LLC
Georgia
$327K -$1.78M -17,616 -88%
HHCP
2823
Hilton Head Capital Partners
South Carolina
$327K -$268K -2,650 -53%
MWA
2824
Meridian Wealth Advisors
Texas
$326K +$236K +2,337 New
FCM
2825
Family Capital Management
Michigan
$326K +$236K +2,335 New
111 112
113
114 115