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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2401
Avalon Capital Management
California
$309K +$313K +780 New
AAS
2402
Annex Advisory Services
Wisconsin
$308K +$11.2K +28 +4%
FG
2403
Foster Group
Iowa
$307K +$35.7K +89 +13%
CFM
2404
Capricorn Fund Managers
United Kingdom
$306K – – –
SWA
2405
Sutton Wealth Advisors
Florida
$306K +$17.7K +44 +6%
WSWA
2406
Warren Street Wealth Advisors
California
$306K +$32.9K +82 +12%
ATC
2407
Adirondack Trust Company
New York
$306K – – –
FFA
2408
Fi3 Financial Advisors
Indiana
$305K +$71.9K +179 +30%
PB
2409
Pinnacle Bancorp
Nebraska
$305K -$10K -25 -3%
CASB
2410
Cape Ann Savings Bank
Massachusetts
$305K – – –
MWP
2411
Meridian Wealth Partners
Pennsylvania
$304K +$41.3K +103 +15%
FA
2412
Fortis Advisors
Pennsylvania
$303K -$9.23K -23 -3%
WCA
2413
Waratah Capital Advisors
Ontario, Canada
$303K – – –
CPW
2414
Crestmont Private Wealth
Texas
$302K -$73.1K -182 -19%
BWA
2415
Beam Wealth Advisors
Louisiana
$301K +$21.7K +54 +8%
MWC
2416
MBM Wealth Consultants
Missouri
$301K – – –
BMC
2417
Benin Management Corp
Connecticut
$301K – – –
CF
2418
Clarity Financial
Texas
$301K +$19.3K +48 +7%
PWM
2419
PBMares Wealth Management
Virginia
$301K +$21.3K +53 +7%
JWA
2420
JFS Wealth Advisors
Pennsylvania
$300K +$160K +398 +110%
GIP
2421
Greatmark Investment Partners
Georgia
$300K – – –
FCMT
2422
Founders Capital Management (Texas)
Texas
$299K +$6.02K +15 +2%
ECM
2423
Elgethun Capital Management
South Dakota
$298K – – –
MIM
2424
Merrion Investment Management
New Jersey
$297K – – –
MAC
2425
Mason & Associates (California)
California
$296K – – –
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97
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