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Name Holding Trade Value Shares
Change 		Change in
Stake
PK
3351
Pflug Koory
Nebraska
$432K – – –
TSS
3352
Taylor Securities Services
Pennsylvania
$432K – – –
WAS
3353
Wealth Advisory Solutions
Indiana
$432K +$81.5K +205 +25%
MAA
3354
Mraz Amerine & Associates
California
$432K +$101K +254 +33%
CNBT
3355
Canandaigua National Bank & Trust
New York
$432K +$408K +1,027 New
CPP
3356
Capasso Planning Partners
South Carolina
$432K +$408K +1,026 New
CSWG
3357
Cardinal Strategic Wealth Guidance
Kentucky
$429K – – –
RRA
3358
Round Rock Advisors
Connecticut
$428K +$15.1K +38 +4%
SLG
3359
Sanchez Levi Garrett
$427K +$46.1K +116 +13%
HFRG
3360
Houlihan Financial Resource Group
Virginia
$427K – – –
CCAM
3361
Crystal Cove Asset Management
California
$426K – – –
AIA
3362
Armor Investment Advisors
North Carolina
$426K – – –
WSC
3363
Wellington Shields & Co
New York
$425K +$7.95K +20 +2%
AWG
3364
Altus Wealth Group
Colorado
$425K -$244K -613 -38%
RFO
3365
RiverGlades Family Offices
Florida
$425K +$173K +435 +76%
LF
3366
Lee Financial
Texas
$424K -$7.56K -19 -2%
IIC
3367
Integrated Investment Consultants
Michigan
$424K +$795 +2 +0.2%
MWM
3368
Mascagni Wealth Management
Mississippi
$424K -$37.4K -94 -9%
B
3369
Barings
North Carolina
$424K -$286K -720 -42%
AAM
3370
Augustine Asset Management
Florida
$423K -$795 -2 -0.2%
SHF
3371
Stage Harbor Financial
Massachusetts
$422K -$14.3K -36 -3%
CAM
3372
Costello Asset Management
Pennsylvania
$422K +$34.6K +87 +9%
APW
3373
Allied Private Wealth
Florida
$421K +$425K +1,068 New
PCM
3374
Payne Capital Management
New York
$421K – – –
SC
3375
Shay Capital
New York
$421K -$2.59M -6,500 -87%
133 134
135
136 137