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Name Holding Trade Value Shares
Change 		Change in
Stake
CWL
3401
Causey Wealth LLC
Colorado
$371K +$2.47K +6 +0.6%
SCM
3402
SOL Capital Management
Maryland
$370K -$3.53M -8,576 -87%
SNB
3403
Security National Bank
Nebraska
$369K +$96K +233 +31%
BWM
3404
BigSur Wealth Management
Florida
$368K – – –
WSC
3405
Wellington Shields & Co
New York
$368K +$16.1K +39 +4%
TC
3406
TAGStone Capital
North Carolina
$367K +$92.3K +224 +29%
ECML
3407
Eagle Capital Management (Louisiana)
Louisiana
$367K – – –
KFG
3408
Kingdom Financial Group
Arizona
$367K +$48.6K +118 +14%
LAS
3409
Lloyd Advisory Services
Georgia
$367K +$239K +580 +143%
BFWM
3410
Bright Futures Wealth Management
New York
$367K +$9.47K +23 +2%
EWM
3411
Edge Wealth Management
New York
$366K – – –
WIP
3412
WealthCare Investment Partners
Rhode Island
$365K -$412 -1 -0.1%
KA
3413
Kooman & Associates
Pennsylvania
$365K -$4.53K -11 -1%
LFIA
3414
Legacy Financial Independent Advisors
Kentucky
$365K +$404K +981 New
AWP
3415
Axis Wealth Partners
Rhode Island
$365K -$10.7K -26 -3%
RRA
3416
Round Rock Advisors
Connecticut
$364K -$270K -655 -40%
SAMC
3417
Spectrum Asset Management (California)
California
$364K – – –
TIAM2
3418
Tru Independence Asset Management 2
Oregon
$364K +$219K +531 +119%
PA
3419
Perennial Advisors
New York
$362K – – –
AFIA
3420
America First Investment Advisors
Nebraska
$362K +$18.9K +46 +5%
DPW
3421
DiNuzzo Private Wealth
Pennsylvania
$362K – – –
VWM
3422
Vertrix Wealth Management
Michigan
$362K +$401K +973 New
BWM
3423
Base Wealth Management
Florida
$362K -$211K -512 -34%
LBC
3424
Lane Brothers & Co
Arizona
$361K +$20.6K +50 +5%
CPA
3425
Clear Point Advisors
New York
$361K -$51.1K -124 -11%
135 136
137
138 139