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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
2626
Prostatis Group
Maryland
$734K +$178K +739 +32%
MCC
2627
Money Concepts Capital
Florida
$733K +$10.8K +45 +1%
ERWM
2628
Elk River Wealth Management
Colorado
$732K +$109K +453 +17%
HCM
2629
Hutchinson Capital Management
California
$730K +$5.29K +22 +0.7%
JWM
2630
JGP Wealth Management
Oregon
$730K +$1.2K +5 +0.2%
BWA
2631
Bordeaux Wealth Advisors
California
$728K +$82.4K +343 +12%
MIM
2632
MTM Investment Management
South Carolina
$727K +$4.33K +18 +0.6%
3F
2633
360 Financial
Minnesota
$725K -$105K -435 -12%
HCP
2634
Hexagon Capital Partners
Arkansas
$724K +$3.61K +15 +0.5%
TWM
2635
TMD Wealth Management
Arizona
$721K – – –
ZIG
2636
Zuckerman Investment Group
Illinois
$720K +$40.1K +167 +6%
VEA
2637
Virtus ETF Advisers
New York
$718K -$42.3K -176 -5%
PWM
2638
PBMares Wealth Management
Virginia
$718K – – –
LA
2639
Latitude Advisors
Florida
$718K -$3.61K -15 -0.5%
WFA
2640
Wellspring Financial Advisors
Ohio
$717K +$400K +1,665 +115%
MIM
2641
Morningstar Investment Management
Illinois
$717K – – –
BEI
2642
Benjamin Edwards Inc
Missouri
$717K +$313K +1,304 +72%
IWP
2643
Invenio Wealth Partners
Florida
$713K -$149K -620 -17%
SB
2644
Sunflower Bank
Texas
$713K +$29.8K +124 +4%
ESBC
2645
E.S. Barr & Co
Kentucky
$712K -$59.9K -249 -7%
UW
2646
Unique Wealth
Florida
$709K +$247K +1,027 +50%
AC
2647
Annandale Capital
Texas
$709K – – –
GCC
2648
Guardian Capital (Canada)
Ontario, Canada
$708K -$998K -4,150 -57%
APC
2649
Aspire Private Capital
North Carolina
$704K -$52.6K -219 -7%
OFG
2650
Omega Financial Group
California
$703K -$70.4K -293 -9%
104 105
106
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