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Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
3651
Crestmont Private Wealth
Texas
$310K -$12.3K -31 -4%
MP
3652
McDonald Partners
Ohio
$310K +$293K +736 New
ACM
3653
AUA Capital Management
Pennsylvania
$309K – – –
VDI
3654
Vaughan David Investments
Illinois
$309K +$2.39K +6 +0.8%
EWM
3655
Edge Wealth Management
New York
$309K -$99.4K -250 -25%
ATIA
3656
American Trust Investment Advisors
New Hampshire
$309K – – –
HWA
3657
Heritage Wealth Advisors
Virginia
$309K +$1.19K +3 +0.4%
RF
3658
Robbins Farley
New Hampshire
$308K -$23.9K -60 -8%
WF
3659
WoodTrust Financial
Wisconsin
$308K +$14.3K +36 +5%
MCFP
3660
Mallini Complete Financial Planning
Florida
$308K – – –
KNFPWM
3661
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$307K – – –
BF
3662
Brooklyn FI
New York
$307K +$59.3K +149 +22%
AFA
3663
Arlington Financial Advisors
California
$307K +$4.38K +11 +2%
PGAM
3664
Princeton Global Asset Management
New Jersey
$307K +$9.54K +24 +3%
PAM
3665
Palisade Asset Management
Minnesota
$307K – – –
GCP
3666
Gill Capital Partners
Colorado
$306K -$1.19K -3 -0.4%
PAG
3667
Poinciana Advisors Group
Florida
$306K -$16.7K -42 -5%
DF
3668
Dunhill Financial
United Kingdom
$306K -$11.9K -30 -4%
GAM
3669
GEM Asset Management
Michigan
$305K – – –
EBSAM
3670
Eubel Brady & Suttman Asset Management
Ohio
$305K +$5.97K +15 +2%
BI
3671
Berkeley Inc
Idaho
$305K – – –
MCM
3672
Mill Capital Management
North Carolina
$305K +$5.97K +15 +2%
CPCP
3673
Cedar Point Capital Partners
Iowa
$305K +$1.99K +5 +0.7%
PFA
3674
Providence Financial Advisors
Kansas
$304K +$795 +2 +0.3%
LCM
3675
Liberty Capital Management
Michigan
$304K +$288K +723 New
145 146
147
148 149