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Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
3076
Global Trust Asset Management
Florida
$730K +$13.4K +290 +2%
NFA
3077
Northwest Financial Advisors
Virginia
$729K +$683K +14,730 New
CFO
3078
Collective Family Office
Pennsylvania
$729K -$190K -4,090 -22%
WIC
3079
Woodmont Investment Counsel
Tennessee
$729K +$277K +5,970 +68%
CSI
3080
Cross Staff Investments
New York
$728K – – –
EWM
3081
Edge Wealth Management
New York
$727K +$6.03K +130 +0.9%
MC
3082
Middleton & Co
Massachusetts
$726K +$13.9K +300 +2%
VP
3083
Verum Partners
North Carolina
$725K -$31.1K -670 -4%
PIA
3084
Pinion Investment Advisors
Kansas
$724K +$168K +3,620 +33%
GB
3085
Goepper Burkhardt
South Carolina
$723K -$64K -1,380 -12%
SNBOSD
3086
Security National Bank of So Dak
Iowa
$722K -$1.85K -40 -0.3%
APG
3087
Abacus Planning Group
South Carolina
$721K -$258K -5,570 -28%
ACM
3088
Avalon Capital Management
California
$721K +$174K +3,750 +35%
SWIM
3089
Smallwood Wealth Investment Management
New Jersey
$713K +$9.27K +200 +1%
ACP
3090
Arcus Capital Partners
Georgia
$713K +$667K +14,400 New
SFG
3091
Sterling Financial Group
California
$713K +$22.2K +480 +3%
AA
3092
Addison Advisors
Vermont
$711K +$36.1K +780 +6%
WDA
3093
Wendell David Associates
New Hampshire
$710K +$67.2K +1,450 +11%
CFA
3094
Cahill Financial Advisors
Minnesota
$708K -$82K -1,770 -11%
MFG
3095
Mainsail Financial Group
Washington
$707K +$585K +12,620 New
MSA
3096
McAlister Sweet & Associates
Texas
$706K -$197K -4,250 -23%
ACA
3097
American Capital Advisory
Idaho
$705K +$660K +14,240 New
SA
3098
Sunesis Advisors
Kansas
$704K – – –
VWM
3099
Valley Wealth Managers
New Jersey
$704K +$153K +3,310 +30%
BMC
3100
Bear Mountain Capital
Washington
$703K +$578K +12,470 New
122 123
124
125 126