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Name Holding Trade Value Shares
Change 		Change in
Stake
RIP
1751
Reliant Investment Partners
North Carolina
$221K +$150K +1,175 New
BDA
1752
Borer Denton & Associates
Pennsylvania
$221K +$169K +1,319 New
SFG
1753
Synergy Financial Group
California
$220K +$168K +1,313 New
TWM
1754
Tumwater Wealth Management
Idaho
$219K +$168K +1,310 New
SIM
1755
SSI Investment Management
California
$219K +$167K +1,309 New
VW
1756
Vance Wealth
California
$219K +$167K +1,308 New
LPFG
1757
Landing Point Financial Group
Ohio
$218K +$166K +1,301 New
BIM
1758
Baldwin Investment Management
Pennsylvania
$218K +$166K +1,300 New
PA
1759
Procyon Advisors
Connecticut
$217K +$166K +1,299 New
RDWM
1760
Red Door Wealth Management
Tennessee
$217K +$166K +1,299 New
TCOV
1761
Trust Company of Vermont
Vermont
$217K +$61.4K +480 +59%
MEAC
1762
M.E. Allison & Co
Texas
$217K +$166K +1,294 New
CAM
1763
Close Asset Management
United Kingdom
$216K -$20.2K -158 -11%
DFS
1764
Dixon Fnancial Services
California
$215K +$165K +1,287 New
KCM
1765
Kathmere Capital Management
Pennsylvania
$215K +$164K +1,284 New
BFS
1766
BridgePort Financial Solutions
Iowa
$215K +$164K +1,283 New
QP
1767
Quartz Partners
New York
$215K +$164K +1,283 New
IA
1768
Intellus Advisors
Florida
$214K +$164K +1,278 New
TL
1769
Tradewinds LLC
North Carolina
$214K +$163K +1,277 New
WSCM
1770
Wellington Shields Capital Management
New York
$213K -$2.11M -16,476 -93%
SAM
1771
S.A. Mason
Michigan
$213K +$12.8K +100 +9%
1IA
1772
1834 Investment Advisors
Wisconsin
$213K +$163K +1,272 New
FNC
1773
First National Corp
Massachusetts
$212K +$149K +1,162 New
AG
1774
Advocate Group
Minnesota
$210K +$161K +1,258 New
PFM
1775
Peak Financial Management
Massachusetts
$210K +$160K +1,252 New
69 70
71
72 73