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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
701
BBR Partners
New York
$215K +$212K +6,205 New
CA
702
Clearstead Advisors
Ohio
$215K – – –
IFWM
703
Institute for Wealth Management
Colorado
$213K -$196K -5,750 -48%
PWA
704
Phoenix Wealth Advisors
North Carolina
$212K +$209K +6,120 New
MFA
705
Mayflower Financial Advisors
Massachusetts
$212K +$209K +6,119 New
PA
706
PSI Advisors
Florida
$212K +$6.83K +200 +3%
SG
707
Stonnington Group
California
$212K +$198K +5,800 New
MIM
708
Moseley Investment Management
Florida
$211K +$207K +6,071 New
WSTAM
709
Wilbanks Smith & Thomas Asset Management
Virginia
$209K +$206K +6,031 New
CB
710
CNB Bank
Pennsylvania
$206K +$1.26K +37 +0.6%
JIC
711
Johnson Investment Counsel
Ohio
$205K +$202K +5,920 New
WFI
712
West Family Investments
California
$205K +$202K +5,911 New
EPM
713
Equitec Proprietary Markets
Illinois
$205K +$201K +5,900 New
TCA
714
Transcend Capital Advisors
New Jersey
$205K +$201K +5,900 New
LWAC
715
Laurel Wealth Advisors (California)
California
$203K +$200K +5,844 New
RW
716
Rede Wealth
Virginia
$203K +$200K +5,847 New
GCP
717
Gill Capital Partners
Colorado
$203K +$200K +5,846 New
BIP
718
Blueprint Investment Partners
North Carolina
$201K +$198K +5,785 New
BLC
719
Brown, Lisle/Cummings
Rhode Island
$198K – – –
CFGS
720
Concourse Financial Group Securities
Alabama
$193K -$7.21K -211 -4%
MWA
721
Moser Wealth Advisors
Washington
$192K +$5.98K +175 +3%
KA
722
Kozak & Associates
Colorado
$188K – – –
PTC
723
Private Trust Company
Ohio
$180K +$119K +3,490 +206%
MCC
724
Money Concepts Capital
Florida
$177K +$130K +3,799 +294%
FCB
725
First Command Bank
Texas
$171K – – –
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