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Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
2176
Grove Bank & Trust
Florida
$400K -$250K -1,429 -41%
PWM
2177
Prentice Wealth Management
New York
$400K +$15.4K +88 +5%
ASBI
2178
American State Bank (Iowa)
Iowa
$399K +$1.22K +7 +0.3%
NAM
2179
NTV Asset Management
West Virginia
$399K +$107K +615 +44%
IA
2180
Inspire Advisors
Idaho
$398K +$66.8K +382 +23%
BFIM
2181
Beese Fulmer Investment Management
Ohio
$398K -$48.8K -279 -12%
SAA
2182
Southeast Asset Advisors
Georgia
$398K +$133K +759 +61%
KCM
2183
KRS Capital Management
Michigan
$398K -$39.3K -225 -10%
ISWM
2184
Independent Solutions Wealth Management
New York
$397K -$5.94K -34 -2%
FS
2185
Financial Symmetry
North Carolina
$397K – – –
WFAG
2186
Wescott Financial Advisory Group
Pennsylvania
$396K +$26K +149 +8%
ACA
2187
Aspire Capital Advisors
Washington
$396K -$81.1K -464 -19%
AC
2188
Aristides Capital
Kentucky
$396K -$2.01M -11,529 -85%
AG
2189
Artal Group
Luxembourg
$396K – – –
GCA
2190
Genesee Capital Advisors
New York
$395K +$99.6K +570 +40%
MPIA
2191
Mountain Pacific Investment Advisers
Idaho
$395K – – –
WG
2192
Welch Group
Alabama
$394K +$78.8K +451 +29%
LIA
2193
LBMC Investment Advisors
Tennessee
$394K -$38.4K -220 -10%
FWM
2194
FMB Wealth Management
California
$393K -$80.6K -461 -19%
RFA
2195
Register Financial Advisors
Georgia
$391K +$52.4K +300 +18%
RI
2196
Ridgewood Investments
New Jersey
$391K – – –
LWM
2197
LJI Wealth Management
Indiana
$391K +$345K +1,975 New
EPWM
2198
Essex Private Wealth Management
Massachusetts
$391K +$20.6K +118 +6%
GA
2199
Gateway Advisory
New Jersey
$390K +$8.56K +49 +3%
CWP
2200
Core Wealth Partners
California
$389K +$138K +790 +67%
86 87
88
89 90