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Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
1726
First Nebraska Trust
Nebraska
$963K +$10.7K +130 +1%
PWAM
1727
Papamarkou Wellner Asset Management
New York
$962K +$888K +10,790 New
NCM
1728
Neumann Capital Management
California
$961K – – –
AFW
1729
Avantra Family Wealth
Pennsylvania
$960K +$886K +10,770 New
SMA
1730
Seven Mile Advisory
New Jersey
$955K +$5.76K +70 +0.7%
JEST
1731
JTC Employer Solutions Trustee
Jersey
$955K – – –
CFP
1732
Cypress Financial Planning
New Jersey
$955K +$3.29K +40 +0.4%
AC
1733
Apella Capital
Connecticut
$955K +$14K +170 +2%
WWM
1734
WJ Wealth Management
Arizona
$954K -$214K -2,600 -20%
OWA
1735
Outlook Wealth Advisors
Texas
$953K -$4.12K -50 -0.5%
PWA
1736
Prairie Wealth Advisors
Nebraska
$953K -$4.12K -50 -0.5%
WDC
1737
Woodward Diversified Capital
California
$952K -$151K -1,830 -15%
FRM
1738
Fox Run Management
Connecticut
$950K +$877K +10,660 New
NWAG
1739
Net Worth Advisory Group
Utah
$950K -$24.7K -300 -3%
CT
1740
Chicago Trust
Illinois
$947K +$49.4K +600 +6%
VAG
1741
VisionPoint Advisory Group
Texas
$947K +$70K +850 +9%
CCM
1742
Cohen Capital Management
California
$947K – – –
FIM
1743
Fernwood Investment Management
Massachusetts
$945K – – –
JWM
1744
Jeppson Wealth Management
California
$942K -$15.6K -190 -2%
DLHL
1745
Donald L. Hagan LLC
Florida
$939K -$14.8K -180 -2%
ICP
1746
Interchange Capital Partners
Pennsylvania
$938K +$39.5K +480 +5%
MCI
1747
MRP Capital Investments
Georgia
$938K +$8.23K +100 +1%
LCC
1748
Lincoln Capital Corp
Rhode Island
$936K – – –
RIA
1749
Regal Investment Advisors
Michigan
$935K -$6.58K -80 -0.8%
PCM
1750
Parsons Capital Management
Rhode Island
$935K +$50.2K +610 +6%
68 69
70
71 72