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Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1226
Spirepoint Private Client
Florida
$206K +$188K +1,937 New
GSIAS
1227
Garden State Investment Advisory Services
New Jersey
$205K -$71.7K -737 -28%
LA
1228
Lane & Associates
New Jersey
$203K +$169K +1,739 New
WFA
1229
Wellspring Financial Advisors
Ohio
$201K +$184K +1,888 New
CFG
1230
Certior Financial Group
Pennsylvania
$200K +$183K +1,883 New
MW
1231
Members Wealth
Pennsylvania
$200K +$162K +1,661 New
MA
1232
MCF Advisors
Kentucky
$196K – – –
BTI
1233
Blue Trust Inc
Georgia
$193K -$356K -3,657 -67%
AWM
1234
Abound Wealth Management
Tennessee
$192K -$5.64K -58 -3%
TFIPS
1235
Towarzystwo Funduszy Inwestycyjnych PZU SA
$186K +$29.2K +300 +21%
IBOK
1236
Independence Bank of Kentucky
Kentucky
$186K – – –
ME
1237
McIlrath & Eck
Washington
$186K – – –
SWM
1238
Sugarloaf Wealth Management
Georgia
$183K +$58.4K +600 +54%
LWCFA
1239
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$182K – – –
AIM
1240
Acropolis Investment Management
Missouri
$181K – – –
ZB
1241
Zions Bancorporation
Utah
$179K -$83K -853 -34%
KG
1242
Kieckhefer Group
Wisconsin
$175K +$160K +1,650 New
CFG
1243
CKW Financial Group
Hawaii
$174K – – –
SI
1244
Sava Infond
Slovenia
$168K +$107K +1,100 New
1IA
1245
1620 Investment Advisors
Massachusetts
$164K +$6.71K +69 +5%
GSWM
1246
Golden State Wealth Management
California
$163K +$149K +1,529 New
PP
1247
PFS Partners
New Jersey
$162K – – –
MMCM
1248
Murphy & Mullick Capital Management
New York
$160K +$146K +1,506 New
PP
1249
Pacifica Partners
Canada
$160K – – –
KB
1250
Kimelman & Baird
New York
$159K -$48.6K -500 -25%
48 49
50
51 52