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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1651
PFG Private Wealth Management
Florida
$271K -$249K -5,880 -45%
EWA
1652
Evolution Wealth Advisors
Florida
$270K – – –
TCM
1653
Tufton Capital Management
Maryland
$270K +$13.6K +320 +5%
WA
1654
Waverly Advisors
Alabama
$270K +$303K +7,150 New
TCM
1655
TD Capital Management
Tennessee
$270K -$4.24K -100 -1%
LF
1656
Lantz Financial
Illinois
$269K +$15.7K +370 +5%
KA
1657
Kure Advisory
Minnesota
$267K +$300K +7,070 New
CBFP
1658
Cedar Brook Financial Partners
Ohio
$266K -$18.2K -430 -6%
RGC
1659
Roberts, Glore & Co
Illinois
$264K -$2.97K -70 -1%
BMC
1660
Benin Management Corp
Connecticut
$264K – – –
GFWA
1661
Grey Fox Wealth Advisors
Delaware
$264K – – –
CCI
1662
Credit Capital Investments
New Jersey
$263K +$295K +6,960 New
KBFS
1663
Kohmann Bosshard Financial Services
Ohio
$262K +$10.2K +240 +4%
MCC
1664
Money Concepts Capital
Florida
$261K -$147K -3,470 -33%
AF
1665
Advisornet Financial
Minnesota
$261K -$20.8K -490 -7%
MFWP
1666
Mosaic Family Wealth Partners
Missouri
$261K +$424 +10 +0.1%
ACA
1667
Ackerman Capital Advisors
Texas
$260K – – –
CTFG
1668
Capstone Triton Financial Group
Oklahoma
$260K +$292K +6,890 New
GWM
1669
Greenwich Wealth Management
Connecticut
$257K +$6.36K +150 +2%
CWP
1670
Capital Wealth Planning
Florida
$256K -$579K -13,670 -67%
KC
1671
Kinloch Capital
Virginia
$255K +$287K +6,760 New
CIA
1672
Cladis Investment Advisory
Montana
$255K – – –
AAS
1673
Annex Advisory Services
Wisconsin
$255K +$424 +10 +0.1%
ML
1674
Mayport LLC
Massachusetts
$254K -$10.6K -250 -4%
CWS
1675
Cypress Wealth Services
California
$254K +$51.3K +1,210 +22%
65 66
67
68 69