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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
1751
DeDora Capital
California
$243K -$73.6K -923 -25%
DWA
1752
Dougherty Wealth Advisers
Minnesota
$243K – – –
ESBC
1753
E.S. Barr & Co
Kentucky
$243K – – –
PWA
1754
Physician Wealth Advisors
Utah
$243K – – –
ITIM
1755
Indiana Trust & Investment Management
Indiana
$243K +$226K +2,834 New
WSC
1756
Wellington Shields & Co
New York
$242K -$59.4K -745 -21%
ACG
1757
Allen Capital Group
Nebraska
$242K +$214K +2,687 New
DOA
1758
D'Orazio & Associates
Virginia
$241K -$39.9K -500 -15%
VCM
1759
Vivaldi Capital Management
Illinois
$239K -$18.2K -228 -8%
SMC
1760
Smith, Moore & Co
Missouri
$239K +$222K +2,782 New
GCA
1761
Gradient Capital Advisors
California
$238K -$1.83K -23 -0.8%
P
1762
&Partners
Tennessee
$238K +$221K +2,773 New
SWM
1763
Sugarloaf Wealth Management
Georgia
$237K +$479 +6 +0.2%
CCG
1764
Ceeto Capital Group
Florida
$237K +$220K +2,754 New
EBT
1765
Enterprise Bank & Trust
Massachusetts
$235K – – –
FFG
1766
Frisch Financial Group
New York
$235K +$218K +2,730 New
SRC
1767
Sage Rhino Capital
California
$234K -$20.1K -252 -8%
VAG
1768
VisionPoint Advisory Group
Texas
$233K +$216K +2,714 New
FNBOSM
1769
First National Bank of South Miami
Florida
$232K -$55.9K -701 -21%
SFM
1770
Signet Financial Management
New Jersey
$232K +$206K +2,579 New
MFW
1771
Mosaic Family Wealth
Missouri
$230K -$15.3K -192 -7%
MWM
1772
Mattern Wealth Management
Kansas
$229K -$636K -7,972 -75%
JFA
1773
JNBA Financial Advisors
Minnesota
$229K +$1.91K +24 +0.9%
WWM
1774
WT Wealth Management
Arizona
$229K +$213K +2,669 New
ST
1775
Somerset Trust
Pennsylvania
$228K +$211K +2,648 New
69 70
71
72 73