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Name Holding Trade Value Shares
Change 		Change in
Stake
NA
1101
Nautilus Advisors
California
$972K +$11.9K +137 +1%
DT
1102
Diversified Trust
Tennessee
$968K -$45K -519 -5%
XWM
1103
Xcel Wealth Management
Florida
$963K +$482K +5,560 +112%
GF
1104
Gabelli Funds
New York
$962K -$390K -4,500 -30%
TAP
1105
Tounjian Advisory Partners
Florida
$961K -$13.3K -154 -2%
CIC
1106
Cutler Investment Counsel
Oregon
$959K – – –
LFP
1107
Leeward Financial Partners
Washington
$958K +$60.9K +703 +7%
VA
1108
Valmark Advisers
Ohio
$956K -$57.2K -660 -6%
PWP
1109
Principle Wealth Partners
Connecticut
$951K -$42K -485 -4%
FI
1110
Financial Insights
Washington
$950K +$46.8K +540 +5%
TBC
1111
Ted Buchan & Co
California
$950K +$200K +2,305 +29%
FCA
1112
FLC Capital Advisors
California
$948K +$78.4K +905 +10%
CWM
1113
Congress Wealth Management
Massachusetts
$948K -$2.23M -25,734 -71%
SRL
1114
Scientech Research LLC
New Jersey
$941K +$890K +10,268 New
MA
1115
Montag & Associates
Georgia
$940K -$1.3K -15 -0.1%
SVCP
1116
Silicon Valley Capital Partners
California
$939K -$2.59M -29,849 -74%
WAG
1117
Winthrop Advisory Group
Massachusetts
$937K +$96.6K +1,115 +12%
QWP
1118
Quotient Wealth Partners
Texas
$937K +$780 +9 +0.1%
EM
1119
Excalibur Management
Massachusetts
$937K +$867 +10 +0.1%
LC
1120
LCNB Corp
Ohio
$931K -$19.5K -225 -2%
RBI
1121
Raiffeisen Bank International
Austria
$931K -$2.17K -25 -0.2%
FMTC
1122
Farmers & Merchants Trust Company
California
$931K -$54.3K -627 -6%
CAS
1123
CTC Alternative Strategies
Illinois
$922K +$872K +10,060 New
CAL
1124
Capital Analysts LLC
Pennsylvania
$921K -$51.9K -599 -6%
I
1125
InceptionR
California
$912K +$863K +9,954 New
43 44
45
46 47