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Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1826
Essex Financial Services
Connecticut
$224K -$204K -2,059 -48%
CWM
1827
Circle Wealth Management
New Jersey
$224K -$1.13M -11,455 -84%
NA
1828
Nautilus Advisors
California
$224K +$15.5K +157 +8%
CCMG
1829
Clark Capital Management Group
Pennsylvania
$224K -$9.41K -95 -4%
CNBOF
1830
City National Bank of Florida
Florida
$224K -$464K -4,691 -68%
SS
1831
STG Securities
New York
$224K +$223K +2,252 New
AIC
1832
Archer Investment Corporation
Indiana
$223K +$47K +475 +27%
EGA
1833
E&G Advisors
Texas
$223K +$19.8K +200 +10%
TWM
1834
Trueblood Wealth Management
Ohio
$223K +$27.2K +275 +14%
IA
1835
Inspire Advisors
Idaho
$223K +$222K +2,243 New
AW
1836
Alteri Wealth
California
$222K +$222K +2,240 New
UWM
1837
Urban Wealth Management
California
$221K -$198 -2 -0.1%
PIA
1838
Perennial Investment Advisors
California
$220K +$220K +2,217 New
DOA
1839
D'Orazio & Associates
Virginia
$220K +$219K +2,215 New
FHWM
1840
Fox Hill Wealth Management
Massachusetts
$220K +$2.67K +27 +1%
FBFS
1841
First Business Financial Services
Wisconsin
$219K -$5.94K -60 -3%
FAOAI
1842
Fund Advisors of America Inc
Florida
$219K +$3.07K +31 +1%
KFS
1843
Keynote Financial Services
Connecticut
$219K +$218K +2,205 New
BFIM
1844
Beese Fulmer Investment Management
Ohio
$218K -$427K -4,313 -66%
EA
1845
Everpar Advisors
Oklahoma
$218K -$59K -596 -21%
IWA
1846
Inspirion Wealth Advisors
Illinois
$218K – – –
SCA
1847
Sandy Cove Advisors
Massachusetts
$217K +$7.33K +74 +4%
CSB
1848
City State Bank
Iowa
$216K +$215K +2,175 New
WPA
1849
Wealth Preservation Advisors
Tennessee
$216K +$188K +1,900 +699%
XPN
1850
XY Planning Network
Montana
$214K +$214K +2,160 New
72 73
74
75 76