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Name Holding Trade Value Shares
Change 		Change in
Stake
CBTWT
2701
Community Bank & Trust (Waco, Texas)
Texas
$801K -$87.4K -1,950 -3%
LNB
2702
Ledyard National Bank
$800K +$366K +8,160 +80%
MAWA
2703
Moss Adams Wealth Advisors
Washington
$799K +$823K +18,380 New
PWM
2704
Peterson Wealth Management
Nevada
$798K +$822K +18,340 New
ML
2705
Mayport LLC
Massachusetts
$797K – – –
BWM
2706
Baron Wealth Management
Michigan
$796K +$12.1K +270 +1%
SEP
2707
Southland Equity Partners
Missouri
$796K +$8.96K +200 +1%
FCAS
2708
First Command Advisory Services
Texas
$795K +$819K +18,280 New
APW
2709
Aurora Private Wealth
New Jersey
$794K +$54.7K +1,220 +7%
OCPWS
2710
One Charles Private Wealth Services
Massachusetts
$793K -$17.5K -390 -2%
HWM
2711
Hemington Wealth Management
Virginia
$792K -$130K -2,900 -14%
IF
2712
Integrity Financial
Wyoming
$791K +$68.5K +1,530 +9%
SAM
2713
Stansberry Asset Management
Texas
$790K +$814K +18,170 New
MWM
2714
Massachusetts Wealth Management
Massachusetts
$790K – – –
AFM
2715
Armstrong Fleming & Moore
District of Columbia
$787K +$93.2K +2,080 +13%
PP
2716
Pegasus Partners
Wisconsin
$787K +$99.9K +2,230 +14%
BPFA
2717
Barnes Pettey Financial Advisors
Mississippi
$786K – – –
MAG
2718
Mayfair Advisory Group
Alabama
$786K +$4.48K +100 +0.6%
WWG
2719
West Wealth Group
California
$785K -$126K -2,820 -14%
ACP
2720
Aveo Capital Partners
Colorado
$784K +$162K +3,610 +25%
QCM
2721
Qsemble Capital Management
New York
$783K +$235K +5,250 +41%
SA
2722
Scarborough Advisors
Maryland
$781K +$65.4K +1,460 +9%
AWA
2723
Acorn Wealth Advisors
Michigan
$778K +$51.1K +1,140 +7%
MWA
2724
Motive Wealth Advisors
Michigan
$778K -$13.9K -310 -2%
SWM
2725
Shelton Wealth Management
Texas
$778K -$138K -3,090 -15%
107 108
109
110 111