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Name Holding Trade Value Shares
Change 		Change in
Stake
IR
1076
Invictus RG
Bermuda
$267K +$274K +45,040 New
YWP
1077
YorkBridge Wealth Partners
New York
$266K – – –
SCM
1078
Sterneck Capital Management
Missouri
$266K +$273K +44,920 New
CFD
1079
Creative Financial Designs
Indiana
$265K +$6.08K +1,000 +2%
PWAP
1080
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$264K – – –
NEIRG
1081
New England Investment & Retirement Group
Massachusetts
$263K -$120K -19,680 -31%
EA
1082
Elm Advisors
California
$262K – – –
MLFP
1083
MPS Loria Financial Planners
Illinois
$262K +$41.1K +6,760 +18%
WP
1084
WMS Partners
Maryland
$261K -$3.89K -640 -1%
DLG
1085
Daniel L. Goodwin
$261K – – –
MBTD
1086
Mechanics Bank - Trust Department
California
$260K +$13.6K +2,240 +5%
PFPT
1087
Pinnacle Financial Partners (Tennessee)
Tennessee
$258K +$265K +43,560 New
KCM
1088
Karp Capital Management
California
$257K +$30.4K +5,000 +13%
MMPW
1089
Mitchell McLeod Pugh & Williams
Alabama
$256K +$262K +43,200 New
AFG
1090
Albion Financial Group
Utah
$255K +$18.2K +3,000 +8%
EWM
1091
Evercore Wealth Management
New York
$253K +$18.2K +3,000 +8%
PFA
1092
Pathway Financial Advisors
Vermont
$247K – – –
MFW
1093
Meristem Family Wealth
Minnesota
$246K +$252K +41,520 New
CAC
1094
Certified Advisory Corp
Florida
$243K +$3.65K +600 +1%
CRC
1095
Curi RMB Capital
Illinois
$242K +$248K +40,800 New
PAS
1096
Partnervest Advisory Services
California
$242K +$249K +40,920 New
KWMG
1097
King Wealth Management Group
Florida
$240K -$22.1K -3,640 -8%
FMWA
1098
Forvis Mazars Wealth Advisors
Missouri
$238K -$4.37K -720 -2%
IC
1099
Inverness Counsel
New York
$237K -$12.2K -2,000 -5%
CFSG
1100
Community Financial Services Group
Vermont
$237K – – –
42 43
44
45 46