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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2501
Phillips Financial Management
Indiana
$695K -$6.15K -11 -0.9%
SSG
2502
Summit Securities Group
New York
$695K -$115K -206 -14%
MMPW
2503
Mitchell McLeod Pugh & Williams
Alabama
$694K +$14K +25 +2%
RW
2504
Rede Wealth
Virginia
$693K +$679K +1,214 New
TPBG
2505
Turning Point Benefit Group
Maryland
$692K +$3.91K +7 +0.6%
CYG
2506
Clean Yield Group
Vermont
$689K – – –
CNBOF
2507
City National Bank of Florida
Florida
$687K +$31.9K +57 +5%
VDC
2508
Van Diest Capital
Iowa
$686K +$672K +1,202 New
TCM
2509
Tanaka Capital Management
New York
$686K – – –
GFG
2510
Genesis Financial Group
New Jersey
$686K +$671K +1,201 New
SPS
2511
Susquehanna Portfolio Strategies
Pennsylvania
$685K -$5.76M -10,299 -90%
MMHP
2512
Murphy Middleton Hinkle & Parker
Georgia
$684K +$1.09M +1,950 New
JHCP
2513
Jackson Hole Capital Partners
Oklahoma
$680K – – –
HP
2514
Haven Private
Florida
$678K -$40.2K -72 -6%
AWAP
2515
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$678K – – –
TWM
2516
Trueblood Wealth Management
Ohio
$677K -$30.2K -54 -4%
CPSAC
2517
Chas P. Smith & Associates (CPS)
Florida
$677K +$443K +793 +202%
SCA
2518
Strathmore Capital Advisors
North Carolina
$676K – – –
LIA
2519
Limestone Investment Advisors
New York
$675K -$932K -1,668 -59%
KFGK
2520
Keystone Financial Group (Kentucky)
Kentucky
$672K -$39.7K -71 -6%
SFWA
2521
Summit Financial Wealth Advisors
Louisiana
$671K -$46.4K -83 -7%
MWM
2522
MOR Wealth Management
Pennsylvania
$670K +$656K +1,173 New
LCG
2523
Lakeshore Capital Group
Illinois
$668K -$14K -25 -2%
LCGC
2524
Legacy Capital Group California
California
$667K -$7.27K -13 -1%
MCM
2525
Mainstream Capital Management
California
$665K – – –
99 100
101
102 103