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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2126
Stonebridge Capital Advisors
Minnesota
$327K -$96.7K -260 -23%
NL
2127
Navalign LLC
California
$325K – – –
DA
2128
DCM Advisors
New York
$321K +$24.5K +66 +8%
SFG
2129
SNS Financial Group
Minnesota
$321K +$34.6K +93 +12%
KM
2130
Kalos Management
Georgia
$320K -$54.3K -146 -14%
UBV
2131
United Bank (Virginia)
Virginia
$320K – – –
BWM
2132
Baystate Wealth Management
Massachusetts
$318K +$17.1K +46 +6%
PL
2133
Parthenon LLC
Kentucky
$317K – – –
JHCP
2134
Jackson Hole Capital Partners
Oklahoma
$314K +$2.6K +7 +0.8%
CCFM
2135
Clear Creek Financial Management
Washington
$314K +$116K +313 +57%
HCA
2136
Heck Capital Advisors
Wisconsin
$314K – – –
ZIG
2137
Zuckerman Investment Group
Illinois
$313K +$76.2K +205 +31%
CCB
2138
Cutter & Co Brokerage
Missouri
$311K – – –
SFO
2139
Stokes Family Office
Louisiana
$311K +$77.7K +209 +33%
HA
2140
Hamel Associates
New Jersey
$310K – – –
RM
2141
Resource Management
Louisiana
$308K -$220K -591 -41%
OWA
2142
Octavia Wealth Advisors
Ohio
$308K +$313K +843 New
FCMT
2143
Founders Capital Management (Texas)
Texas
$307K – – –
TFA
2144
Tranquilli Financial Advisor
New Jersey
$307K +$23.4K +63 +8%
CWA
2145
Capital Wealth Alliance
Arizona
$306K +$372 +1 +0.1%
FFA
2146
Founders Financial Alliance
North Carolina
$306K +$6.32K +17 +2%
BCM
2147
BTR Capital Management
California
$305K – – –
MFG
2148
Magnus Financial Group
New York
$304K – – –
ONST
2149
Old North State Trust
North Carolina
$304K +$372 +1 +0.1%
MCG
2150
MACRO Consulting Group
New Jersey
$304K +$8.55K +23 +3%
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