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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
4801
Cypress Capital Advisors
Tennessee
$627K +$1.92K +11 +0.3%
PWA
4802
Peterson Wealth Advisors
Utah
$627K -$20K -115 -3%
RTL
4803
Red Tortoise LLC
Georgia
$625K +$440K +2,526 +307%
GPA
4804
Guidance Point Advisors
Massachusetts
$624K -$40.4K -232 -6%
SWM
4805
Schwallier Wealth Management
Michigan
$624K -$14.6K -84 -2%
CA
4806
Corrado Advisors
New Jersey
$623K +$349 +2 +0.1%
JCIA
4807
Jackson Creek Investment Advisors
Colorado
$623K -$7.84K -45 -1%
HI
4808
Human Investing
Oregon
$623K +$17.8K +102 +3%
BWS
4809
BCR Wealth Strategies
Alabama
$622K +$14.5K +83 +3%
PBK
4810
Peoples Bank (Kansas)
Kansas
$622K -$288K -1,650 -33%
MSA
4811
McAlister Sweet & Associates
Texas
$622K -$1.83M -10,500 -76%
ADMI
4812
Albert D. Mason Inc
Massachusetts
$620K +$19.3K +111 +3%
TCA
4813
Tortoise Capital Advisors
Kansas
$620K +$579K +3,324 New
LFASL
4814
Lugano Financial Advisors SA (LFA)
Switzerland
$620K -$4.36K -25 -0.7%
FWM
4815
Fingerlakes Wealth Management
New York
$618K -$13.9K -80 -2%
NWMG
4816
Nicholson Wealth Management Group
South Carolina
$618K -$17.4K -100 -3%
PSB
4817
Piscataqua Savings Bank
New Hampshire
$618K -$122K -700 -17%
EFG
4818
Ehrlich Financial Group
California
$617K -$8.54K -49 -1%
OFG
4819
OmniStar Financial Group
North Carolina
$616K -$25.3K -145 -4%
ARC
4820
Advisor Resource Council
Texas
$616K -$2.68M -15,376 -82%
CFG
4821
Certior Financial Group
Pennsylvania
$615K +$185K +1,060 +47%
BFA
4822
Brown Financial Advisory
Alabama
$615K -$95.9K -550 -14%
RFS
4823
Retirement Financial Solutions
Tennessee
$613K +$24.1K +138 +4%
FFA
4824
Fortune Financial Advisors
Kansas
$613K +$21.3K +122 +4%
AMIM
4825
Aull & Monroe Investment Management
Alabama
$612K – – –
191 192
193
194 195