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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3051
McMillion Capital Management
North Carolina
$71K +$71K +259 New
LAS
3052
Lloyd Advisory Services
Georgia
$69K – – –
CBT
3053
CoreFirst Bank & Trust
Kansas
$69K +$69.4K +253 New
Q
3054
QVR
California
$68K +$68.3K +249 New
ECM
3055
Estabrook Capital Management
New York
$64.2K +$17.8K +65 +38%
CFFP
3056
Center for Financial Planning
Michigan
$63K – – –
ARIS
3057
Advanced Research Investment Solutions
California
$63K +$48K +175 +318%
FWM
3058
ForthRight Wealth Management
Georgia
$63K +$63.3K +231 New
AA
3059
Addison Advisors
Vermont
$62K +$62K +226 New
SMFG
3060
Sumitomo Mitsui Financial Group
Japan
$61K +$60K +219 New
RIA
3061
RPG Investment Advisory
California
$59K – – –
CFN
3062
Cordasco Financial Network
Florida
$58K -$48K -175 -45%
CA
3063
Centerpoint Advisors
Massachusetts
$57K – – –
PFSC
3064
Peoples Financial Services Corp
Pennsylvania
$57K – – –
FFA
3065
Freedman Financial Associates
Massachusetts
$56K +$55.9K +204 New
ANBT
3066
American National Bank & Trust
Texas
$55K – – –
MDCM
3067
Morgan Dempsey Capital Management
Wisconsin
$55K – – –
RCC
3068
Red Cedar Capital
Nebraska
$55K – – –
SFG
3069
Sowa Financial Group
Rhode Island
$55K – – –
CFO
3070
CVA Family Office
Colorado
$53K +$822 +3 +2%
FRA
3071
Front Row Advisors
California
$49K – – –
CL
3072
COWA LLC
Oklahoma
$44K +$48K +175 New
WAM
3073
Wolverine Asset Management
Illinois
$43K +$43.9K +160 New
BCM
3074
Bourgeon Capital Management
Connecticut
$42K – – –
CFG
3075
CKW Financial Group
Hawaii
$41K -$27.4K -100 -40%
121 122
123
124 125