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Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1701
Money Concepts Capital
Florida
$19.9M +$493K +1,219 +2%
LJHT
1702
Laurie J. Hall Trustee
$19.9M -$110K -272 -0.5%
PFA
1703
Perryman Financial Advisory
Texas
$19.9M +$599K +1,480 +3%
CFP
1704
Catalyst Financial Partners
Massachusetts
$19.9M +$946K +2,339 +5%
PCM
1705
Princeton Capital Management
New Jersey
$19.9M -$11.7K -29 -0.1%
CA
1706
Claro Advisors
Massachusetts
$19.8M +$124K +307 +0.6%
GEA
1707
Glen Eagle Advisors
New Jersey
$19.8M -$883K -2,183 -4%
RCAG
1708
Rehmann Capital Advisory Group
Michigan
$19.8M +$344K +851 +2%
MKA
1709
M. Kulyk & Associates
Georgia
$19.7M +$2.1M +5,188 +11%
SNB
1710
Security National Bank
Nebraska
$19.7M +$1.02M +2,526 +5%
DCM
1711
Decatur Capital Management
Georgia
$19.7M +$1.7M +4,192 +9%
IFWM
1712
Institute for Wealth Management
Colorado
$19.6M +$1.48M +3,670 +7%
PFGIA
1713
Patriot Financial Group Insurance Agency
Massachusetts
$19.6M -$18.8M -46,441 -47%
FC
1714
Farley Capital
New York
$19.6M +$6.47K +16 +0%
CC
1715
Cadinha & Co
Hawaii
$19.5M +$3.42M +8,455 +19%
PRRFG
1716
Paul R. Ried Financial Group
Washington
$19.4M -$1.39M -3,447 -6%
III
1717
Independent Investors Inc
New York
$19.4M -$910K -2,250 -4%
MPCL
1718
My Personal CFO LLC
Washington
$19.4M +$1.55M +3,824 +8%
KF
1719
KKM Financial
Illinois
$19.4M +$11.4M +28,081 +156%
FFA
1720
Fragasso Financial Advisors
Pennsylvania
$19.4M +$18.6K +46 +0.1%
PCA
1721
Providence Capital Advisors
North Carolina
$19.4M +$41.3K +102 +0.2%
ERIC
1722
Eagle Rock Investment Company
Georgia
$19.4M +$525K +1,298 +3%
WTA
1723
Washington Trust Advisors
Massachusetts
$19.4M +$213K +526 +1%
SG
1724
StoneX Group
New York
$19.4M -$325K -803 -2%
LFP
1725
Leeward Financial Partners
Washington
$19.3M -$273K -674 -1%
67 68
69
70 71