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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2576
Caldwell Trust
Florida
$568K +$86.2K +286 +18%
IA
2577
IFG Advisors
Missouri
$567K – – –
PHIC
2578
Pine Haven Investment Counsel
Massachusetts
$565K +$4.52K +15 +0.8%
SWP
2579
Semus Wealth Partners
Florida
$565K +$15.1K +50 +3%
PS
2580
Planned Solutions
California
$563K -$12.4K -41 -2%
IA
2581
IAM Advisory
Pennsylvania
$560K +$563K +1,867 New
FPWM
2582
FSB Premier Wealth Management
Iowa
$560K +$52.1K +173 +10%
CCP
2583
Carmel Capital Partners
California
$560K +$127K +420 +29%
LCS
2584
Levin Capital Strategies
New York
$558K +$560K +1,860 New
WG
2585
Welch Group
Alabama
$558K +$13.9K +46 +3%
GFG
2586
Goldstone Financial Group
Illinois
$556K +$70.2K +233 +14%
MCM
2587
MV Capital Management
Maryland
$555K -$2.71K -9 -0.5%
BCMLT
2588
Beacon Capital Management LLC (Tennessee)
Tennessee
$555K – – –
FZCM
2589
Flynn Zito Capital Management
New York
$554K +$18.1K +60 +3%
WGAM
2590
Wilkinson Global Asset Management
New York
$554K – – –
DWA
2591
Dougherty Wealth Advisers
Minnesota
$554K – – –
HAIM
2592
Hunter Associates Investment Management
Pennsylvania
$552K -$15.1K -50 -3%
AC
2593
AlphaCore Capital
California
$552K +$85.3K +283 +18%
EP
2594
EPIQ Partners
Minnesota
$551K – – –
PSC
2595
Prentiss Smith & Co
Vermont
$549K – – –
SHFA
2596
SC&H Financial Advisors
Maryland
$548K – – –
OCM
2597
Objective Capital Management
Ohio
$548K +$6.93K +23 +1%
CWM
2598
Centurion Wealth Management
Virginia
$548K -$1.51K -5 -0.3%
AAS
2599
Annex Advisory Services
Wisconsin
$547K +$12.7K +42 +2%
V
2600
VeraBank
Texas
$547K – – –
102 103
104
105 106