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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2051
IFG Advisory
Georgia
$388K +$381K +1,091 New
AW
2052
ACG Wealth
Georgia
$385K +$5.23K +15 +1%
WC
2053
Woodstock Corp
Massachusetts
$385K +$7.68K +22 +2%
FIM
2054
Fernwood Investment Management
Massachusetts
$384K – – –
PWM
2055
PBMares Wealth Management
Virginia
$383K -$174K -500 -32%
ABTD
2056
Arvest Bank Trust Division
Oklahoma
$383K +$70.8K +203 +23%
SDWIA
2057
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$381K +$6.98K +20 +2%
FP
2058
Financial Perspectives
Minnesota
$379K +$24.8K +71 +7%
EWM
2059
EPG Wealth Management
Georgia
$377K +$25.1K +72 +7%
PP
2060
PrairieView Partners
Minnesota
$376K +$368K +1,055 New
MA
2061
MJP Associates
Connecticut
$375K -$51.6K -148 -12%
SVCP
2062
Silicon Valley Capital Partners
California
$372K -$147K -422 -29%
RCA
2063
Ranch Capital Advisors
Florida
$371K -$72.2K -207 -17%
WCA
2064
Westover Capital Advisors
Delaware
$371K -$24.8K -71 -6%
KM
2065
Kalos Management
Georgia
$371K +$19.5K +56 +6%
SIM
2066
Sonora Investment Management
Arizona
$370K -$37K -106 -9%
SGCA
2067
Steel Grove Capital Advisors
Tennessee
$370K +$363K +1,039 New
PWM
2068
PRW Wealth Management
Massachusetts
$369K -$361K -1,034 -50%
OCM
2069
Orion Capital Management
California
$364K – – –
FM
2070
Foster & Motley
Ohio
$364K +$10.5K +30 +3%
CWP
2071
Concord Wealth Partners
Virginia
$364K +$149K +428 +72%
KC
2072
Kingfisher Capital
North Carolina
$364K +$356K +1,021 New
GP
2073
Geneva Partners
Wisconsin
$363K – – –
FMW
2074
Farr Miller & Washington
District of Columbia
$363K +$40.8K +117 +13%
CMO
2075
Covenant Multifamily Offices
Texas
$360K – – –
81 82
83
84 85