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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2051
Claro Advisors
Massachusetts
$570K -$5.11K -100 -0.9%
SAM
2052
SignalPoint Asset Management
Missouri
$570K +$307 +6 +0.1%
JHCP
2053
Jackson Hole Capital Partners
Oklahoma
$570K +$3.48K +68 +0.6%
NG
2054
NatWest Group
United Kingdom
$569K -$80.8K -1,580 -13%
CPSAC
2055
Chas P. Smith & Associates (CPS)
Florida
$568K +$13.3K +261 +2%
RPWA
2056
Regent Peak Wealth Advisors
Georgia
$567K -$62.3K -1,218 -10%
BIC
2057
Beach Investment Counsel
Pennsylvania
$567K – – –
MF
2058
Manchester Financial
California
$567K – – –
TW
2059
Towerpoint Wealth
California
$567K +$3.22K +63 +0.1%
PWP
2060
Pursue Wealth Partners
California
$567K +$563K +11,019 New
SIG
2061
Sargent Investment Group
Maryland
$565K -$171K -3,344 -23%
BIM
2062
Bullseye Investment Management
Ohio
$565K +$560K +10,962 New
RIA
2063
Richwood Investment Advisors
Ohio
$565K +$561K +10,971 New
DL
2064
DOHJ LLC
Washington
$564K -$239K -4,681 -30%
IWA
2065
IVC Wealth Advisors
Pennsylvania
$562K -$38.4K -752 -6%
CCA
2066
Childress Capital Advisors
Texas
$562K +$35.2K +688 +7%
EM
2067
ELCO Management
New York
$560K -$25.6K -500 -4%
MA
2068
MBA Advisors
Pennsylvania
$560K +$137K +2,682 +33%
PCM
2069
Perritt Capital Management
Illinois
$558K +$13.3K +260 +2%
CP
2070
Camelot Portfolios
Ohio
$555K +$126K +2,463 +30%
BFO
2071
Biltmore Family Office
North Carolina
$553K -$7.77K -152 -1%
FAN
2072
Financial Advisors Network
California
$552K -$66.2K -1,294 -11%
CAM
2073
Cozad Asset Management
Illinois
$552K +$17.8K +349 +3%
APW
2074
Aurora Private Wealth
New Jersey
$551K -$70.3K -1,376 -11%
BB
2075
Berkshire Bank
Massachusetts
$549K -$478K -9,344 -47%
81 82
83
84 85