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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2976
Pathway Financial Advisors
Vermont
$463K -$17.7K -55 -5%
BWL
2977
Bogart Wealth LLC
Virginia
$462K -$380K -1,180 -51%
CA
2978
Clune & Associates
Illinois
$462K +$368K +1,143 New
TAM
2979
Tocqueville Asset Management
New York
$459K +$62.7K +195 +21%
CCA
2980
Cypress Capital Advisors
Tennessee
$459K +$366K +1,137 New
MF
2981
Montis Financial
Massachusetts
$459K +$40.9K +127 +13%
IJWM
2982
Inman Jager Wealth Management
Mississippi
$459K +$366K +1,136 New
BFS
2983
Burkett Financial Services
South Carolina
$458K +$241K +750 +195%
ST
2984
Sentinel Trust
Texas
$458K +$8.04K +25 +2%
FB
2985
First Bancorp
Maine
$457K -$28.3K -88 -7%
GCA
2986
Gallagher Capital Advisors
Texas
$457K +$364K +1,131 New
HT
2987
Heritage Trust
Oklahoma
$457K +$364K +1,131 New
PIWA
2988
Prevail Innovative Wealth Advisors
Kansas
$456K -$49.5K -154 -12%
GWSA
2989
Global Wealth Strategies & Associates
Colorado
$456K +$32.2K +100 +10%
TCM
2990
TD Capital Management
Tennessee
$456K -$12.5K -39 -3%
AFA
2991
AllGen Financial Advisors
Florida
$456K +$322 +1 +0.1%
JA
2992
JVL Associates
Michigan
$456K -$70.5K -219 -16%
CMAI
2993
Capital Management Associates Inc
Minnesota
$456K +$20.9K +65 +6%
FTC
2994
Farmers Trust Company
Ohio
$455K – – –
FC
2995
Farringdon Capital
United Kingdom
$455K +$363K +1,127 New
VWA
2996
VSM Wealth Advisory
Maryland
$455K +$363K +1,127 New
CTA
2997
Colonial Trust Advisors
South Carolina
$455K +$2.25K +7 +0.6%
TWPM
2998
Total Wealth Planning & Management
Florida
$455K +$362K +1,126 New
STA
2999
Smith Thornton Advisors
Alabama
$454K – – –
LFM
3000
LGT Fund Management
Liechtenstein
$454K +$361K +1,123 New
118 119
120
121 122