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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2501
Pegasus Partners
Wisconsin
$484K -$48.4K -1,760 -10%
MPW
2502
Monterey Private Wealth
California
$479K +$34.1K +1,240 +8%
MIC
2503
Meridian Investment Counsel
California
$478K – – –
APWA
2504
Atlas Private Wealth Advisors
New Jersey
$477K +$20.4K +740 +5%
CPSC
2505
Carl P. Sherr & Co
Massachusetts
$475K +$444K +16,150 New
EGA
2506
Eagle Global Advisors
Texas
$472K +$2.48K +90 +0.6%
CHA
2507
Carmichael Hill & Associates
Maryland
$472K +$3.85K +140 +0.9%
PCC
2508
Park Circle Company
Maryland
$471K – – –
DWP
2509
Destiny Wealth Partners
Florida
$471K +$173K +6,280 +65%
BPFA
2510
Barnes Pettey Financial Advisors
Mississippi
$471K +$440K +16,000 New
GWA
2511
GGM Wealth Advisors
Maryland
$470K -$30.3K -1,100 -6%
QCM
2512
Quest Capital Management
Texas
$470K -$20.1K -730 -4%
PFA
2513
Plotkin Financial Advisors
Maryland
$470K -$255K -9,250 -37%
SA
2514
Sunesis Advisors
Kansas
$465K – – –
WIA
2515
Wealthstreet Investment Advisors
Texas
$465K – – –
PCM
2516
Poehling Capital Management
Wisconsin
$464K -$28.1K -1,020 -6%
HWA
2517
HHM Wealth Advisors
Tennessee
$463K +$27.5K +1,000 +7%
IWP
2518
Insight Wealth Partners
Texas
$463K +$433K +15,730 New
ECM
2519
Elgethun Capital Management
South Dakota
$460K – – –
FFL
2520
Future Fund LLC
Illinois
$460K +$431K +15,650 New
CAGAS
2521
Capital Advisory Group Advisory Services
Minnesota
$459K -$1.4M -50,990 -77%
OCPWS
2522
One Charles Private Wealth Services
Massachusetts
$459K +$1.65K +60 +0.4%
DOA
2523
D'Orazio & Associates
Virginia
$459K +$171K +6,200 +66%
NRI
2524
NFP Retirement Inc
California
$459K +$132K +4,790 +44%
SNBOSD
2525
Security National Bank of So Dak
Iowa
$458K -$76.8K -2,790 -15%
99 100
101
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