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Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1626
Prosperity Consulting Group
Maryland
$211K -$58.2K -2,661 -22%
PBF
1627
Petix & Botte Financial
California
$211K +$203K +9,276 New
I
1628
IMPACTfolio
Colorado
$211K +$203K +9,270 New
ACM
1629
Advisors Capital Management
New Jersey
$210K -$35.7K -1,632 -15%
TC
1630
Truvestments Capital
Florida
$210K -$82.7K -3,778 -29%
CWA
1631
Cura Wealth Advisors
Illinois
$210K -$136K -6,200 -40%
MTC
1632
McDaniel Terry & Co
Texas
$209K +$201K +9,208 New
SCP
1633
Sivia Capital Partners
California
$209K +$201K +9,200 New
SMC
1634
Smith, Moore & Co
Missouri
$209K -$218K -9,984 -52%
HCMT
1635
Highland Capital Management (Tennessee)
Tennessee
$208K -$22.3K -1,021 -10%
FFWM
1636
Future Financial Wealth Management
Ohio
$208K – – –
VRM
1637
Vectors Research Management
New York
$207K +$200K +9,124 New
CAWM
1638
Capital Advisors Wealth Management
Washington
$207K +$199K +9,112 New
CCFCSB
1639
Cape Cod Five Cents Savings Bank
Massachusetts
$207K – – –
NPT
1640
Nixon Peabody Trust
Massachusetts
$207K +$199K +9,110 New
AP
1641
Americana Partners
Texas
$207K +$199K +9,099 New
CA
1642
Continuum Advisory
Idaho
$206K +$1.16K +53 +0.6%
OIAM
1643
OFI Invest Asset Management
France
$206K -$85.4K -3,904 -28%
BFA
1644
Beacon Financial Advisory
Ohio
$206K +$198K +9,053 New
NAS
1645
Nicolet Advisory Services
Wisconsin
$206K +$226K +10,338 New
FFA
1646
Founders Financial Alliance
North Carolina
$206K -$53.2K -2,432 -21%
BHWA
1647
Beacon Harbor Wealth Advisors
Virginia
$205K +$197K +9,013 New
SAM
1648
Secure Asset Management
Michigan
$205K +$197K +9,010 New
AWM
1649
Act Wealth Management
Texas
$204K +$197K +9,000 New
LWM
1650
Liberty Wealth Management
California
$204K -$38.5K -1,758 -16%
64 65
66
67 68