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Name Holding Trade Value Shares
Change 		Change in
Stake
CLA
1101
Carnegie Lake Advisors
New Jersey
$255K +$61.3K +800 +30%
GIA
1102
Gladstone Institutional Advisory
Florida
$254K +$1.38K +18 +0.5%
PA
1103
PSI Advisors
Florida
$254K -$30.6K -400 -10%
PWMAG
1104
Pinnacle Wealth Management Advisory Group
New Jersey
$252K -$4.98K -65 -2%
TWM
1105
TCFG Wealth Management
California
$252K +$264K +3,447 New
JWM
1106
JFG Wealth Management
Colorado
$251K – – –
FCMT
1107
Founders Capital Management (Texas)
Texas
$251K – – –
FWM
1108
Focused Wealth Management
New York
$251K +$10.9K +142 +4%
PNC
1109
Park National Corp
Ohio
$251K +$68.9K +900 +35%
NWM
1110
Northcape Wealth Management
New York
$251K +$263K +3,435 New
WLPWM
1111
Walled Lake Planning & Wealth Management
Illinois
$250K +$3.52K +46 +1%
TWM
1112
Thrive Wealth Management
Pennsylvania
$249K +$262K +3,418 New
PFA
1113
Pinnacle Family Advisors
Missouri
$249K +$20.9K +273 +9%
SI
1114
Sprott Inc
Ontario, Canada
$248K – – –
CAC
1115
Certified Advisory Corp
Florida
$248K -$14.6K -191 -5%
TC
1116
TownSquare Capital
Utah
$248K -$486K -6,342 -65%
CFG
1117
Chapman Financial Group
Hawaii
$247K +$15.3K +200 +6%
GC
1118
Grimes & Company
Massachusetts
$247K +$7.04K +92 +3%
CF
1119
Claris Financial
Virginia
$246K +$37.5K +490 +17%
DJSG
1120
D.J. St. Germain
Massachusetts
$246K -$30.6K -400 -11%
FMII
1121
Farmers & Merchants Investments Inc
Nebraska
$246K -$45.9K -600 -15%
ACS
1122
Archford Capital Strategies
Illinois
$245K -$996 -13 -0.4%
AGC
1123
Aspen Grove Capital
Colorado
$245K -$62.8K -820 -20%
RHP
1124
Royal Harbor Partners
Texas
$244K – – –
SFC
1125
Strategic Financial Concepts
Texas
$244K -$3.68K -48 -1%
43 44
45
46 47