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Name Holding Trade Value Shares
Change 		Change in
Stake
NA
2551
Nottingham Advisors
New York
$270K +$270K +1,352 New
MFW
2552
Mosaic Family Wealth
Missouri
$269K -$90.5K -453 -25%
WBG
2553
Wharton Business Group
Pennsylvania
$269K – – –
BWM
2554
BCS Wealth Management
Tennessee
$269K +$999 +5 +0.4%
PSF
2555
Pacific Sun Financial
California
$269K +$999 +5 +0.4%
PCA
2556
Peddock Capital Advisors
Massachusetts
$268K – – –
ACM
2557
AUA Capital Management
Pennsylvania
$268K +$268K +1,340 New
ICM
2558
Islay Capital Management
Texas
$267K +$16.8K +84 +7%
PWM
2559
PRW Wealth Management
Massachusetts
$266K – – –
NC
2560
NovaPoint Capital
Georgia
$265K +$264K +1,324 New
BFG
2561
Barber Financial Group
Kansas
$264K -$240K -1,200 -48%
KFA
2562
Kays Financial Advisory
Georgia
$264K +$200 +1 +0.1%
PO
2563
Private Ocean
California
$264K +$399 +2 +0.2%
FVWA
2564
Foster Victor Wealth Advisors
South Carolina
$264K +$23K +115 +10%
KFI
2565
Key Financial Inc
Pennsylvania
$262K – – –
KA
2566
Klingman & Associates
New York
$262K +$262K +1,310 New
MVA
2567
Mount Vernon Associates
Maryland
$260K -$20K -100 -7%
CMANY
2568
Capital Management Associates (New York)
New York
$257K – – –
IFG
2569
Investors Financial Group
Minnesota
$254K +$3.2K +16 +1%
MCG
2570
MACRO Consulting Group
New Jersey
$253K -$4.39K -22 -2%
PFA
2571
Pathway Financial Advisors
Vermont
$253K – – –
EW
2572
Element Wealth
Mississippi
$252K +$200 +1 +0.1%
PC
2573
Permanens Capital
New York
$251K -$136K -683 -35%
FCMC
2574
Founders Capital Management (Connecticut)
Connecticut
$251K – – –
GL
2575
Graypoint LLC
New York
$251K – – –
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