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Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
2651
Wellington Shields & Co
New York
$321K – – –
PFM
2652
Phillips Financial Management
Indiana
$321K +$6.86K +15 +2%
CB
2653
Centennial Bank
Arkansas
$320K +$29.7K +65 +11%
JFA
2654
JNBA Financial Advisors
Minnesota
$320K -$26.1K -57 -8%
BG
2655
Benedetti & Gucer
Georgia
$319K – – –
TBC
2656
Ted Buchan & Co
California
$319K – – –
MHIC
2657
Marble Harbor Investment Counsel
Massachusetts
$318K – – –
TWP
2658
Tempus Wealth Planning
California
$317K +$23.8K +52 +9%
IWN
2659
Independent Wealth Network
Iowa
$316K -$24.7K -54 -8%
NFG
2660
Nadler Financial Group
Illinois
$316K – – –
OHWP
2661
Oak Harbor Wealth Partners
North Carolina
$316K – – –
CSB
2662
City State Bank
Iowa
$316K – – –
KSWA
2663
Kathleen S. Wright Associates
Pennsylvania
$316K -$77.7K -170 -20%
CRI
2664
Colonial River Investments
Virginia
$316K -$693K -1,515 -70%
GFPC
2665
Global Financial Private Client
Florida
$315K – – –
MAM
2666
Milestone Asset Management
Pennsylvania
$314K +$299K +653 New
NG
2667
Northstar Group
New York
$314K +$18.3K +40 +7%
GCA
2668
Genesee Capital Advisors
New York
$314K +$457 +1 +0.2%
RW
2669
RVW Wealth
California
$314K +$298K +651 New
OPCM
2670
Osborne Partners Capital Management
California
$312K -$28.3K -62 -9%
WMA
2671
West Michigan Advisors
Michigan
$311K +$11.4K +25 +4%
TAM
2672
Titleist Asset Management
Texas
$311K +$34.3K +75 +13%
CBA
2673
Coastal Bridge Advisors
Connecticut
$311K – – –
CICI
2674
Capital Investment Counsel Inc
North Carolina
$310K – – –
OWA
2675
Octavia Wealth Advisors
Ohio
$308K -$914 -2 -0.3%
105 106
107
108 109