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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1401
Crews Bank & Trust
Florida
$261K – – –
MWM
1402
Mindset Wealth Management
Indiana
$261K – – –
SAM
1403
Shikiar Asset Management
New York
$261K – – –
BC
1404
Belmont Capital
California
$261K +$312K +4,000 New
FCM
1405
Fairbanks Capital Management
California
$261K +$312K +4,000 New
DCM
1406
DGS Capital Management
New Jersey
$261K +$311K +3,996 New
FIA
1407
Foundations Investment Advisors
Arizona
$260K -$34.9K -448 -10%
MW
1408
MBL Wealth
North Carolina
$259K -$8.34K -107 -3%
FSA
1409
Financial Sense Advisors
California
$258K +$23.9K +307 +8%
PWP
1410
Private Wealth Partners
California
$257K – – –
EW
1411
Evoke Wealth
California
$257K -$2.18K -28 -0.7%
NCM
1412
Novare Capital Management
North Carolina
$256K -$23.1K -296 -7%
PFSC
1413
Peoples Financial Services Corp
Pennsylvania
$256K -$7.79K -100 -2%
BFS
1414
Bard Financial Services
Connecticut
$255K -$9.74K -125 -3%
EPA
1415
Element Pointe Advisors
Florida
$255K – – –
TSWM
1416
Tyler-Stone Wealth Management
Ohio
$255K -$37.3K -479 -11%
KMWM
1417
Keudell/Morrison Wealth Management
Oregon
$254K +$36.5K +468 +14%
RCG
1418
Regatta Capital Group
California
$254K -$779 -10 -0.3%
AFG
1419
Albion Financial Group
Utah
$254K -$33.3K -428 -10%
SW
1420
Simplicity Wealth
New Jersey
$253K +$302K +3,875 New
G
1421
GenTrust
Florida
$251K +$4.83K +62 +2%
GAM
1422
Griffin Asset Management
New York
$251K +$7.79K +100 +3%
QWP
1423
Quotient Wealth Partners
Texas
$249K -$29.6K -380 -9%
HL
1424
HeadInvest LLC
Maine
$246K +$96K +1,232 +49%
SAI
1425
Savvy Advisors Inc
New York
$245K +$18.1K +232 +7%
55 56
57
58 59