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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1551
Parsons Capital Management
Rhode Island
$237K – – –
PEWA
1552
Pacific Excel Wealth Advisors
California
$237K +$238K +1,485 New
KDA
1553
Kraft Davis & Associates
Missouri
$236K +$227K +1,411 New
SP
1554
SmartHarvest Portfolios
Washington
$235K +$234K +1,458 New
TF
1555
Trek Financial
Arizona
$234K +$234K +1,456 New
BBWA
1556
Bell & Brown Wealth Advisors
California
$234K -$33.7K -210 -13%
CAC
1557
Certified Advisory Corp
Florida
$234K +$4.82K +30 +2%
KSWWM
1558
Keyes Stange & Wooten Wealth Management
Florida
$234K – – –
TIM
1559
Tortoise Investment Management
New York
$234K +$8.03K +50 +4%
MCM
1560
Maple Capital Management
Vermont
$234K +$233K +1,452 New
TC
1561
TAGStone Capital
North Carolina
$233K – – –
BFA
1562
Brendel Financial Advisors
New Hampshire
$233K +$233K +1,449 New
BG
1563
Bollard Group
Massachusetts
$233K +$232K +1,448 New
FAM
1564
Formidable Asset Management
Ohio
$233K +$251K +1,566 New
NW
1565
Naviter Wealth
Arkansas
$232K -$29.2K -182 -11%
BDPWM
1566
Barnes Dennig Private Wealth Management
Ohio
$231K +$19.3K +120 +9%
BWM
1567
BCS Wealth Management
Tennessee
$231K +$230K +1,434 New
BFG
1568
Berger Financial Group
Minnesota
$231K -$28.1K -175 -11%
BWS
1569
Buck Wealth Strategies
Colorado
$230K +$229K +1,429 New
CSPIA
1570
Cary Street Partners Investment Advisory
Virginia
$229K +$81.2K +506 +55%
KFS
1571
Kelly Financial Services
Massachusetts
$229K +$2.41K +15 +1%
KG
1572
Kieckhefer Group
Wisconsin
$228K -$37.3K -232 -14%
BPW
1573
BLVD Private Wealth
Kentucky
$228K +$7.55K +47 +3%
TPWA
1574
TRUE Private Wealth Advisors
Oregon
$228K +$227K +1,416 New
LWIC
1575
Leith Wheeler Investment Counsel
British Columbia, Canada
$227K – – –
61 62
63
64 65