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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2051
Prism Advisors
California
$392K – – –
IA
2052
IFG Advisory
Georgia
$388K +$381K +1,091 New
AW
2053
ACG Wealth
Georgia
$385K +$5.23K +15 +1%
WC
2054
Woodstock Corp
Massachusetts
$385K +$7.68K +22 +2%
FIM
2055
Fernwood Investment Management
Massachusetts
$384K – – –
PWM
2056
PBMares Wealth Management
Virginia
$383K -$174K -500 -32%
ABTD
2057
Arvest Bank Trust Division
Oklahoma
$383K +$70.8K +203 +23%
SDWIA
2058
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$381K +$6.98K +20 +2%
FP
2059
Financial Perspectives
Minnesota
$379K +$24.8K +71 +7%
EWM
2060
EPG Wealth Management
Georgia
$377K +$25.1K +72 +7%
PP
2061
PrairieView Partners
Minnesota
$376K +$368K +1,055 New
MA
2062
MJP Associates
Connecticut
$375K -$51.6K -148 -12%
SVCP
2063
Silicon Valley Capital Partners
California
$372K -$147K -422 -29%
RCA
2064
Ranch Capital Advisors
Florida
$371K -$72.2K -207 -17%
WCA
2065
Westover Capital Advisors
Delaware
$371K -$24.8K -71 -6%
KM
2066
Kalos Management
Georgia
$371K +$19.5K +56 +6%
SIM
2067
Sonora Investment Management
Arizona
$370K -$37K -106 -9%
SGCA
2068
Steel Grove Capital Advisors
Tennessee
$370K +$363K +1,039 New
PWM
2069
PRW Wealth Management
Massachusetts
$369K -$361K -1,034 -50%
OCM
2070
Orion Capital Management
California
$364K – – –
FM
2071
Foster & Motley
Ohio
$364K +$10.5K +30 +3%
CWP
2072
Concord Wealth Partners
Virginia
$364K +$149K +428 +72%
KC
2073
Kingfisher Capital
North Carolina
$364K +$356K +1,021 New
GP
2074
Geneva Partners
Wisconsin
$363K – – –
FMW
2075
Farr Miller & Washington
District of Columbia
$363K +$40.8K +117 +13%
81 82
83
84 85