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Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
1801
Petix & Botte Financial
California
$215K +$180K +4,880 New
GA
1802
Greenspring Advisors
Maryland
$215K -$54.5K -1,480 -23%
TFA
1803
Tobias Financial Advisors
Florida
$215K +$179K +4,870 New
KWM
1804
Kolinsky Wealth Management
New Jersey
$214K +$184K +5,000 New
AJ
1805
Ashburton (Jersey)
Jersey
$214K – – –
NAMP
1806
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$214K +$179K +4,850 New
PIMG
1807
Patriot Investment Management Group
Tennessee
$213K -$50.5K -1,370 -22%
BIP
1808
Blueprint Investment Partners
North Carolina
$212K -$557K -15,110 -76%
AWM
1809
Aries Wealth Management
Maine
$212K +$178K +4,820 New
SB
1810
Sunflower Bank
Texas
$212K +$178K +4,820 New
SLG
1811
Stanley-Laman Group
Pennsylvania
$212K +$177K +4,810 New
BMWM
1812
Brown Miller Wealth Management
Virginia
$211K +$176K +4,790 New
CWM
1813
Concentric Wealth Management
California
$211K +$176K +4,790 New
AIM
1814
Alhambra Investment Management
Florida
$211K +$176K +4,780 New
JC
1815
JB Capital
Connecticut
$211K +$176K +4,780 New
FFG
1816
Frisch Financial Group
New York
$210K +$176K +4,770 New
TDC
1817
Thompson Davis & Co
Virginia
$209K +$175K +4,750 New
EIG
1818
Ellenbecker Investment Group
Wisconsin
$209K +$175K +4,750 New
FFA
1819
Fortune Financial Advisors
Kansas
$209K +$175K +4,740 New
ARG
1820
Advisory Resource Group
Oklahoma
$208K +$174K +4,730 New
AWM
1821
Atticus Wealth Management
Florida
$208K +$96.9K +2,630 +126%
CW
1822
Channel Wealth
California
$208K -$76.6K -2,080 -31%
BWM
1823
Baron Wealth Management
Michigan
$207K +$173K +4,710 New
AIA
1824
Alera Investment Advisors
Illinois
$207K +$173K +4,700 New
DJYG
1825
David J. Yvars Group
Florida
$207K +$173K +4,700 New
71 72
73
74 75