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Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
1751
Key Client Fiduciary Advisors
New Jersey
$637K +$52.9K +271 +8%
VEA
1752
Virtus ETF Advisers
New York
$637K +$708K +3,624 New
EL
1753
EMFO LLC
Florida
$636K – – –
JCM
1754
Jacobsen Capital Management
Utah
$635K -$104K -530 -13%
CWMGP
1755
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$635K +$705K +3,611 New
EWM
1756
Elite Wealth Management
Washington
$634K -$507K -2,593 -42%
VF
1757
Vest Financial
Virginia
$634K +$705K +3,609 New
OGC
1758
Oak Grove Capital
New Hampshire
$633K -$50.8K -260 -7%
TCOTS
1759
Trust Company of the South
North Carolina
$633K – – –
OGF
1760
Orin Green Financial
California
$631K -$710K -3,633 Closed
SFFS
1761
Stonehage Fleming Financial Services
Jersey
$629K -$674K -3,451 -59%
CW
1762
CIC Wealth
Maryland
$629K -$6.45K -33 -0.9%
AWAG
1763
ARS Wealth Advisors Group
Florida
$628K -$130K -665 -16%
PPWM
1764
Paragon Private Wealth Management
Kentucky
$628K +$55.1K +282 +9%
BWP
1765
BSW Wealth Partners
Colorado
$627K +$29.5K +151 +4%
FNBOH
1766
First National Bank of Hutchinson
Kansas
$627K +$29.3K +150 +4%
BWM
1767
Buckley Wealth Management
Nevada
$626K +$19.5K +100 +3%
CWA
1768
Choice Wealth Advisors
Maine
$624K – – –
JSW
1769
Journey Strategic Wealth
New Jersey
$624K +$18.2K +93 +3%
FMII
1770
Farmers & Merchants Investments Inc
Nebraska
$623K -$19.5K -100 -3%
OP
1771
ORG Partners
Indiana
$622K -$4.19M -21,455 -86%
MCC
1772
Money Concepts Capital
Florida
$622K -$173K -886 -20%
HCM
1773
Howland Capital Management
Massachusetts
$621K -$26.6K -136 -4%
FCA
1774
FLC Capital Advisors
California
$621K +$145K +740 +27%
CVA
1775
Central Valley Advisors
California
$618K – – –
69 70
71
72 73