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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3001
Curi Wealth Management
North Carolina
$73K +$68.8K +2,500 New
AIM
3002
Arcadia Investment Management
Michigan
$71K – – –
PCA
3003
Providence Capital Advisors
North Carolina
$71K – – –
CAC
3004
Core Alternative Capital
Georgia
$70K +$21.5K +780 +49%
CFFP
3005
Center for Financial Planning
Michigan
$68K +$1.1K +40 +2%
AA
3006
AlphaMark Advisors
Kentucky
$67K -$1.65K -60 -3%
GC
3007
Gould Capital
Washington
$67K +$62.7K +2,280 New
PP
3008
PrairieView Partners
Minnesota
$66K +$6.88K +250 +13%
GTAM
3009
Global Trust Asset Management
Florida
$66K +$27.5K +1,000 +81%
DCM
3010
Disciplina Capital Management
Tennessee
$61.5K -$15.4K -560 -21%
PCTC
3011
Perkins Coie Trust Company
Washington
$61K -$4.4K -160 -7%
CAL
3012
Capital Advisors Ltd
Ohio
$61K +$57.2K +2,080 New
BWS
3013
BCR Wealth Strategies
Alabama
$60K +$56.4K +2,050 New
SC
3014
Stephens Consulting
Michigan
$60K +$56.1K +2,040 New
UCB
3015
United Community Bank
South Carolina
$58.8K +$55K +2,000 New
HFS
3016
HBC Financial Services
Washington
$58K +$22K +800 +67%
MIM
3017
Macroview Investment Management
Maryland
$54K +$6.6K +240 +15%
SL
3018
Savior LLC
Massachusetts
$53K -$22K -800 -31%
SFPG
3019
Stonebridge Financial Planning Group
Florida
$53K – – –
FPWM
3020
FSB Premier Wealth Management
Iowa
$53K +$49.8K +1,810 New
WCMN
3021
Westchester Capital Management (Nebraska)
Nebraska
$52K – – –
RCM
3022
Raleigh Capital Management
North Carolina
$49K +$45.4K +1,650 New
FA
3023
Fortis Advisors
Pennsylvania
$47K – – –
CFCI
3024
Comprehensive Financial Consultants Institutional
Indiana
$47K +$54.2K +1,970 New
BAM
3025
Baldrige Asset Management
Pennsylvania
$44K – – –
119 120
121
122 123