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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1951
Wealth Preservation Advisors
Tennessee
$269K -$688 -15 -0.2%
AC
1952
ASB Consultores
Florida
$269K +$114K +2,483 New
CIG
1953
Cascade Investment Group
Colorado
$268K – – –
WDC
1954
Woodward Diversified Capital
California
$268K +$179K +3,914 New
SF
1955
Symphony Financial
Texas
$268K -$89.1K -1,944 -24%
FDCP
1956
Foster Dykema Cabot & Partners
Massachusetts
$267K – – –
TBT
1957
Texas Bank & Trust
Texas
$267K -$6.19K -135 -2%
SSW
1958
Smith Shellnut Wilson
Mississippi
$267K -$1.83K -40 -0.7%
PT
1959
Plimoth Trust
Massachusetts
$267K -$151K -3,285 -35%
PWAM
1960
Private Wealth Asset Management
Iowa
$267K -$963 -21 -0.3%
CFO
1961
Capitol Family Office
Oregon
$266K – – –
VCM
1962
Vivaldi Capital Management
Illinois
$266K +$276K +6,026 New
HL
1963
HeadInvest LLC
Maine
$266K -$11.4K -249 -4%
CPL
1964
Capital & Planning LLC
Georgia
$266K +$276K +6,021 New
E
1965
Entelevest
Florida
$265K -$25K -546 -8%
LCS
1966
Levin Capital Strategies
New York
$265K -$29.1K -635 -10%
MWA
1967
Miller Wealth Advisors
Colorado
$265K -$7.79K -170 -3%
SFG
1968
SevenBridge Financial Group
Pennsylvania
$264K +$186K +4,048 New
MW
1969
MBL Wealth
North Carolina
$264K -$148K -3,219 -35%
SRC
1970
Sage Rhino Capital
California
$264K +$7.7K +168 +3%
SFGP
1971
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$263K +$273K +5,965 New
OC
1972
Opal Capital
Florida
$263K +$273K +5,964 New
MHC
1973
May Hill Capital
Massachusetts
$263K +$273K +5,952 New
OAM
1974
Occidental Asset Management
California
$262K +$11K +241 +4%
CWA
1975
Centerline Wealth Advisors
Kentucky
$262K -$6.88K -150 -2%
77 78
79
80 81