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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
2776
Aspetuck Financial Management
Connecticut
$809K +$577K +1,301 +261%
AMG
2777
Advisors Management Group
Wisconsin
$808K -$70.9K -160 -8%
LCM
2778
Lunt Capital Management
Utah
$808K – – –
SA
2779
Sylvest Advisors
Texas
$804K – – –
SFS
2780
Sunrise Financial Services
Washington
$804K +$792K +1,787 New
TW
2781
Towerpoint Wealth
California
$803K +$792K +1,786 New
SHFP
2782
Second Half Financial Partners
Florida
$803K +$105K +237 +15%
AGA
2783
Accuvest Global Advisors
Utah
$802K +$790K +1,783 New
PCG
2784
PFC Capital Group
California
$800K – – –
AFM
2785
Abbot Financial Management
Massachusetts
$798K -$13.7K -31 -2%
IF
2786
IRON Financial
Illinois
$797K +$27K +61 +4%
RC
2787
Resolute Capital
South Carolina
$797K +$786K +1,772 New
MWM
2788
MOKAN Wealth Management
Kansas
$796K +$47K +106 +6%
BBES
2789
Buffalo Business & Estate Services
New York
$794K +$783K +1,766 New
IWA
2790
Inspirion Wealth Advisors
Illinois
$792K -$229K -517 -23%
FCB
2791
First County Bank
Connecticut
$792K +$6.21K +14 +0.8%
EWM
2792
Evermay Wealth Management
Virginia
$792K -$3.1K -7 -0.4%
RTC
2793
Real Talk Capital
Tennessee
$791K +$58.1K +131 +8%
JWS
2794
Juncture Wealth Strategies
Arizona
$791K +$2.22K +5 +0.3%
FFBTD
2795
First Financial Bank - Trust Division
Ohio
$791K +$6.65K +15 +0.9%
CPWL
2796
Coquina Private Wealth LLC
Florida
$791K +$779K +1,758 New
BP
2797
BWM Planning
Texas
$789K +$3.55K +8 +0.5%
WAL
2798
W Advisors LLC
Tennessee
$787K +$4.88K +11 +0.6%
JFA
2799
JNBA Financial Advisors
Minnesota
$787K +$27.9K +63 +4%
AFP
2800
Alpha Financial Partners
Kentucky
$786K +$36.8K +83 +5%
110 111
112
113 114