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Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
2726
First Western Trust Bank
Colorado
$261K -$16.2K -68 -6%
FC
2727
FCA Corp
Texas
$261K – – –
LFG
2728
Leverty Financial Group
Wisconsin
$261K +$47.5K +200 +24%
NCFG
2729
New Century Financial Group
New Jersey
$260K +$249K +1,047 New
LCM
2730
Leisure Capital Management
California
$260K -$3.56K -15 -1%
TAM
2731
Tocqueville Asset Management
New York
$259K -$379K -1,596 -61%
SPC
2732
Stewart & Patten Company
California
$259K – – –
VAG
2733
VisionPoint Advisory Group
Texas
$259K -$98.9K -416 -29%
NFP
2734
Narus Financial Partners
Utah
$259K -$4.04K -17 -2%
DWA
2735
Delap Wealth Advisory
Oregon
$259K +$247K +1,041 New
CS
2736
Cannell & Spears
New York
$258K -$202K -850 -45%
AL
2737
ACAS LLC
California
$258K +$16.6K +70 +7%
JA
2738
JVL Associates
Michigan
$258K +$43.3K +182 +21%
KA
2739
Kooman & Associates
Pennsylvania
$258K -$6.18K -26 -2%
HNW
2740
High Note Wealth
Minnesota
$258K – – –
LIA
2741
LifePlan Investment Advisors
North Carolina
$257K -$8.79K -37 -3%
SL
2742
Salomon & Ludwin
Virginia
$257K – – –
RBFC
2743
Roman Butler Fullerton & Co
Missouri
$256K +$19.7K +83 +6%
CWP
2744
Core Wealth Partners
California
$256K +$35.6K +150 +17%
MAM
2745
Milestone Asset Management
Pennsylvania
$255K -$86K -362 -26%
PWS
2746
Private Wealth Strategies
Ohio
$255K – – –
AIM
2747
Avity Investment Management
Connecticut
$255K +$244K +1,027 New
CCA
2748
Cora Capital Advisors
New Jersey
$254K – – –
PG
2749
Prostatis Group
Maryland
$254K -$2.38K -10 -1%
PRI
2750
Prepared Retirement Institute
Pennsylvania
$254K +$243K +1,021 New
108 109
110
111 112