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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2251
Sentry LLC
Tennessee
$409K +$511 +9 +0.1%
AGA
2252
Arkos Global Advisors
Texas
$407K -$2.33K -41 -0.6%
KL
2253
KWMG LLC
Kansas
$407K -$7.72K -136 -2%
BSC
2254
Brown Shipley & Co
United Kingdom
$407K +$5.91K +104 +2%
SIA
2255
SeaBridge Investment Advisors
New Jersey
$406K – – –
WP
2256
WealthPLAN Partners
Nebraska
$404K +$6.19K +109 +2%
LWM
2257
Lakeridge Wealth Management
Ohio
$404K +$390K +6,860 New
WMA
2258
West Michigan Advisors
Michigan
$404K -$429K -7,556 -52%
AFTS
2259
American Financial & Tax Strategies
New York
$403K +$389K +6,844 New
DIM
2260
Delta Investment Management
California
$403K +$568 +10 +0.1%
HAG
2261
HF Advisory Group
Maryland
$402K +$3.29K +58 +0.9%
PWM
2262
Provident Wealth Management
Tennessee
$402K – – –
VCP
2263
Verus Capital Partners
Arizona
$401K +$50.7K +892 +15%
CFIA
2264
Cantor Fitzgerald Investment Advisors
New York
$401K +$387K +6,806 New
SCA
2265
Sippican Capital Advisors
Massachusetts
$401K +$79.5K +1,400 +26%
TCWA
2266
Turtle Creek Wealth Advisors
Texas
$400K +$386K +6,793 New
TF
2267
TLWM Financial
Texas
$400K -$5.68K -100 -1%
BDA
2268
Borer Denton & Associates
Pennsylvania
$400K – – –
PWM
2269
Paulson Wealth Management
Illinois
$399K +$14.4K +253 +4%
BWFA
2270
Baltimore-Washington Financial Advisors
Maryland
$399K -$19.1K -337 -5%
ACP
2271
Aviance Capital Partners
Florida
$399K -$108K -1,895 -22%
WA
2272
Wealth Architects
California
$398K +$682 +12 +0.2%
PGWM
2273
Parisi Gray Wealth Management
New Jersey
$397K -$3.24K -57 -0.8%
PJSIMP
2274
P.J. Schmidt Investment Management (PJS)
Wisconsin
$397K +$14.2K +250 +4%
MRWM
2275
ML&R Wealth Management
Texas
$396K -$1.31K -23 -0.3%
89 90
91
92 93