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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
3001
Purkiss Capital Advisors
Connecticut
$4.29M +$1.93M +15,354 +130%
LNB
3002
Ledyard National Bank
$4.29M -$31.8K -253 -0.9%
WCG
3003
Weaver Consulting Group
California
$4.29M +$210K +1,668 +7%
HPC
3004
Hobart Private Capital
North Carolina
$4.28M +$1.09M +8,674 +47%
UWPG
3005
Ullmann Wealth Partners Group
Florida
$4.28M +$485K +3,852 +17%
NCM
3006
Next Capital Management
New York
$4.27M +$1.82M +14,444 +115%
4WM
3007
4J Wealth Management
Virginia
$4.27M -$682K -5,417 -17%
QWM
3008
Quaker Wealth Management
New Jersey
$4.27M +$3.4M +27,012 New
CFG
3009
Carter Financial Group
Illinois
$4.27M +$3.4M +27,000 New
IIM
3010
InTrack Investment Management
Vermont
$4.26M +$352K +2,798 +12%
JWCA
3011
J.W. Coons Advisors
Ohio
$4.26M +$101K +805 +3%
LCM
3012
Leisure Capital Management
California
$4.26M +$1.04M +8,261 +44%
TMWM
3013
Taylor & Morgan Wealth Management
Michigan
$4.25M +$39.9K +317 +1%
SC
3014
Sierra Capital
Florida
$4.25M +$149K +1,187 +5%
MWA
3015
Motive Wealth Advisors
Michigan
$4.25M +$458K +3,636 +16%
LT
3016
Legacy Trust
Michigan
$4.25M -$192K -1,524 -5%
JWM
3017
JPL Wealth Management
Colorado
$4.24M +$9.82K +78 +0.3%
NEWAS
3018
N.E.W. Advisory Services
Wisconsin
$4.24M -$799K -6,348 -19%
OFS
3019
Orrstown Financial Services
Pennsylvania
$4.24M +$72.1K +573 +2%
IWN
3020
Independent Wealth Network
Iowa
$4.21M +$249K +1,977 +8%
MCA
3021
Magnolia Capital Advisors
Mississippi
$4.21M +$459K +3,649 +16%
SA
3022
SoundView Advisors
Washington
$4.2M +$201K +1,594 +6%
GHAM
3023
Gilman Hill Asset Management
Connecticut
$4.2M +$278K +2,209 +9%
PKC
3024
Palmer Knight Company
Florida
$4.2M -$27.7K -220 -0.8%
SPF
3025
South Plains Financial
Texas
$4.18M +$139K +1,102 +4%
119 120
121
122 123