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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2951
Pineridge Advisors
Missouri
$151K -$11.2K -164 -7%
HFS
2952
HBC Financial Services
Washington
$150K +$137 +2 +0.1%
BC
2953
Belmont Capital
California
$147K -$1.47M -21,402 -91%
PPWM
2954
PFG Private Wealth Management
Florida
$145K -$155K -2,268 -53%
LWA
2955
Lowe Wealth Advisors
Maryland
$145K – – –
HWMC
2956
Heritage Wealth Management (California)
California
$144K +$138K +2,010 New
DMKJ
2957
David M. Knott Jr
$144K -$383K -5,600 -74%
FFWM
2958
Future Financial Wealth Management
Ohio
$143K +$136K +1,993 New
SOW
2959
State of Wyoming
Wyoming
$141K -$6.03K -88 -4%
NIC
2960
Northwest Investment Counselors
Oregon
$139K +$133K +1,938 New
ICM
2961
Islay Capital Management
Texas
$134K +$342 +5 +0.3%
CTWM
2962
Cherry Tree Wealth Management
Minnesota
$134K – – –
OLVIG
2963
Oliver Lagore Vanvalin Investment Group
Michigan
$133K -$1.71K -25 -1%
PS
2964
Planned Solutions
California
$133K +$127K +1,850 New
FWA
2965
FSC Wealth Advisors
New York
$132K -$3.35K -49 -3%
PIS
2966
POM Investment Strategies
North Carolina
$132K +$15.8K +231 +14%
LIA
2967
Luken Investment Analytics
Tennessee
$129K – – –
CPA
2968
Capital Performance Advisors
California
$129K +$123K +1,795 New
LD
2969
Lipe & Dalton
New York
$129K – – –
OBWP
2970
O'Brien Wealth Partners
Massachusetts
$127K -$3.01K -44 -2%
RTC
2971
Riverview Trust Company
Washington
$125K +$4.72K +69 +4%
FPF
2972
First Pacific Financial
Washington
$125K – – –
ATC
2973
Advantage Trust Company
Kansas
$124K – – –
VAMG
2974
Voisard Asset Management Group
Michigan
$120K -$548 -8 -0.5%
CPG
2975
Cornerstone Planning Group
New Jersey
$119K -$87.8K -1,282 -41%
117 118
119
120 121