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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
2501
Advocate Group
Minnesota
$225K +$207K +7,747 New
SPA
2502
Sentinel Pension Advisors
Massachusetts
$224K +$207K +7,738 New
BCM
2503
Bourgeon Capital Management
Connecticut
$224K +$207K +7,735 New
LWA
2504
Lineweaver Wealth Advisors
Ohio
$224K +$206K +7,726 New
CWM
2505
Centurion Wealth Management
Virginia
$224K -$16.9K -633 -8%
KCM
2506
Kendall Capital Management
Maryland
$224K +$206K +7,717 New
CWG
2507
Crown Wealth Group
North Carolina
$224K +$206K +7,713 New
FWWM
2508
Fiscal Wisdom Wealth Management
Connecticut
$224K +$206K +7,712 New
IWM
2509
IMG Wealth Management
Florida
$223K -$53.9K -2,018 -21%
NSB
2510
Norway Savings Bank
Maine
$223K -$19.4K -725 -9%
MCA
2511
McGuire Capital Advisors
Oklahoma
$223K -$120K -4,488 -37%
AF
2512
Atala Financial
California
$223K +$209K +7,828 New
PS
2513
Pinney & Scofield
Massachusetts
$222K – – –
AIA
2514
Armor Investment Advisors
North Carolina
$222K +$205K +7,660 New
SFM
2515
Signet Financial Management
New Jersey
$222K +$205K +7,659 New
PFW
2516
Petros Family Wealth
Minnesota
$222K +$205K +7,656 New
WFAG
2517
Wescott Financial Advisory Group
Pennsylvania
$222K +$204K +7,655 New
PWS
2518
Pursuit Wealth Strategies
North Carolina
$222K +$204K +7,648 New
AGC
2519
Aspen Grove Capital
Colorado
$221K +$204K +7,634 New
PF
2520
Prosperitas Financial
California
$221K -$17.3K -647 -8%
TNA
2521
True North Advisors
Texas
$221K +$204K +7,624 New
DAS
2522
Daybright Advisory Services
Florida
$221K +$203K +7,608 New
CL
2523
CIM LLC
New York
$220K +$203K +7,606 New
PIP
2524
Peachtree Investment Partners
Florida
$220K +$203K +7,602 New
PGA
2525
Portland Global Advisors
Maine
$220K +$203K +7,600 New
99 100
101
102 103