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Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
2051
Capital City Trust
Florida
$5.1M +$39.5K +64 +0.9%
MCC
2052
Money Concepts Capital
Florida
$5.1M +$292K +473 +7%
FMB
2053
Field & Main Bank
Kentucky
$5.09M -$141K -228 -3%
CWA
2054
Consilium Wealth Advisory
Texas
$5.09M +$436K +705 +11%
LAIC
2055
Lederer & Associates Investment Counsel
California
$5.09M -$11.1K -18 -0.3%
VWM
2056
VCI Wealth Management
Missouri
$5.09M +$240K +389 +6%
PWS
2057
Peterson Wealth Services
Utah
$5.08M +$60.6K +98 +1%
BFA
2058
Brown Financial Advisors
Ohio
$5.08M +$45.1K +73 +1%
UBG
2059
United Bank (Georgia)
Georgia
$5.06M +$508K +822 +14%
HVCM
2060
Hel Ved Capital Management
Hong Kong
$5.05M +$4.23M +6,840 New
DCM
2061
Donaldson Capital Management
Indiana
$5.04M +$416K +674 +11%
LIP
2062
Lighthouse Investment Partners
Florida
$5.04M -$18.5M -29,995 -81%
MWM
2063
Marion Wealth Management
Pennsylvania
$5.04M +$59.9K +97 +1%
DI
2064
Diligent Investors
California
$5.02M +$174K +281 +4%
ICP
2065
Interchange Capital Partners
Pennsylvania
$5.01M +$31.5K +51 +0.8%
AO
2066
Allen Operations
New York
$5.01M +$4.19M +6,782 New
PWMG
2067
Prestige Wealth Management Group
New Jersey
$5M -$494K -800 -11%
RPCONE
2068
Retirement Planning Company of New England
Rhode Island
$4.99M -$78.5K -127 -2%
AWA
2069
Alta Wealth Advisors
Massachusetts
$4.99M -$69.8K -113 -2%
FFO
2070
Fiduciary Family Office
Florida
$4.98M -$166K -269 -4%
TA
2071
Tactive Advisors
Florida
$4.98M +$4.17M +6,747 New
SIG
2072
Sargent Investment Group
Maryland
$4.97M +$391K +632 +11%
VDBMI
2073
Van Den Berg Management I
Texas
$4.97M -$30.3K -49 -0.7%
IWS
2074
Insight Wealth Strategies
California
$4.97M +$450K +729 +12%
BFG
2075
Beacon Financial Group
Texas
$4.96M +$278K +450 +7%
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83
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