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Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
1001
Canandaigua National Bank & Trust
New York
$942K -$67.1K -1,030 -7%
CAM
1002
Close Asset Management
United Kingdom
$941K -$130K -1,991 -12%
I
1003
INVST
Indiana
$939K -$295K -4,527 -23%
RFG
1004
Range Financial Group
Oregon
$938K +$178K +2,729 +23%
PBC
1005
Pavion Blue Capital
California
$936K +$194K +2,983 +25%
NCM
1006
NCM Capital Management
New Jersey
$933K +$318K +4,876 +50%
SW
1007
SteelPeak Wealth
California
$932K -$5.27M -80,897 -85%
LF
1008
LifePlan Financial
Minnesota
$927K -$7.76K -119 -0.8%
RMAM
1009
Raab & Moskowitz Asset Management
New Jersey
$927K -$413K -6,332 -30%
PGCM
1010
Prescott Group Capital Management
Oklahoma
$917K – – –
GWM
1011
Goldenstone Wealth Management
California
$912K +$933K +14,310 New
PWPS
1012
Pinnacle Wealth Planning Services
Ohio
$912K +$477K +7,316 +105%
DS
1013
DRW Securities
Illinois
$911K +$932K +14,300 New
CIAS
1014
Capital Investment Advisory Services
North Carolina
$911K +$77.2K +1,185 +9%
MCC
1015
Malaga Cove Capital
California
$911K +$499K +7,653 +115%
EHWM
1016
Eads & Heald Wealth Management
Georgia
$909K +$405K +6,207 +77%
BTI
1017
Blue Trust Inc
Georgia
$907K -$39.4K -604 -4%
BC
1018
Broadwater Capital
Massachusetts
$907K -$45.6K -700 -5%
SWM
1019
Sculati Wealth Management
Michigan
$903K -$168K -2,578 -15%
SC
1020
Sepio Capital
Utah
$902K -$376K -5,774 -29%
MMPW
1021
Mitchell McLeod Pugh & Williams
Alabama
$898K -$3.32K -51 -0.4%
SB
1022
Strategic Blueprint
Georgia
$897K +$918K +14,077 New
PAA
1023
Peregrine Asset Advisers
Oregon
$895K +$74.3K +1,140 +9%
WIC
1024
Woodmont Investment Counsel
Tennessee
$893K -$61.8K -948 -6%
AWA
1025
Ark Wealth Advisors
California
$892K +$913K +14,003 New
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