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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1301
Patron Partners
Texas
$305K +$542 +4 +0.2%
VBA
1302
von Borstel & Associates
Oregon
$304K +$271 +2 +0.1%
LF
1303
Lantz Financial
Illinois
$303K -$56.3K -415 -17%
SC
1304
Sapient Capital
Indiana
$303K +$36.2K +267 +15%
CCMG
1305
Clark Capital Management Group
Pennsylvania
$302K +$275K +2,032 New
TC
1306
Trilogy Capital
California
$302K – – –
CFS
1307
CRA Financial Services
New Jersey
$301K +$22K +162 +9%
VC
1308
Veracity Capital
Georgia
$300K +$3.8K +28 +1%
HC
1309
Henshaw Capital
Massachusetts
$300K -$1.36M -10,037 -83%
HBS
1310
Howard Bailey Securities
Indiana
$299K -$13.4K -99 -5%
KIA
1311
KCM Investment Advisors
California
$299K -$7.86K -58 -3%
AWC
1312
Abundance Wealth Counselors
Pennsylvania
$299K – – –
PPC
1313
Park Place Capital
Alabama
$298K – – –
FG
1314
Foster Group
Iowa
$297K +$18.4K +136 +7%
BW
1315
Basepoint Wealth
Iowa
$297K – – –
BOPW
1316
Brandywine Oak Private Wealth
Pennsylvania
$297K – – –
CCM
1317
Chilton Capital Management
Texas
$297K – – –
FSC
1318
Full Sail Capital
Oklahoma
$297K – – –
MBT
1319
Montecito Bank & Trust
California
$297K +$271K +2,000 New
SAMT
1320
Select Asset Management & Trust
Pennsylvania
$297K – – –
DCP
1321
DSM Capital Partners
Florida
$296K +$270K +1,992 New
WAM
1322
Worth Asset Management
Texas
$295K -$8.27K -61 -3%
CWM
1323
Compass Wealth Management
Connecticut
$295K – – –
JPWM
1324
Jamison Private Wealth Management
Georgia
$294K – – –
LWL
1325
Leo Wealth LLC
Texas
$294K -$5.56K -41 -2%
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