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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2851
Plotkin Financial Advisors
Maryland
$232K +$27.2K +116 +13%
LCC
2852
Lincoln Capital Corp
Rhode Island
$232K +$19.9K +85 +9%
CF
2853
Corrigan Financial
Rhode Island
$232K – – –
ODCM
2854
Old Dominion Capital Management
Virginia
$231K – – –
JCIA
2855
Jackson Creek Investment Advisors
Colorado
$230K -$11.7K -50 -5%
SP
2856
SWS Partners
Ohio
$230K – – –
CWAF
2857
Core Wealth Advisors (Florida)
Florida
$229K -$4.92K -21 -2%
MHIC
2858
Marble Harbor Investment Counsel
Massachusetts
$228K – – –
NAS
2859
Nicolet Advisory Services
Wisconsin
$228K – – –
FGAM
2860
Financial Gravity Asset Management
Texas
$227K -$10.8K -46 -69%
VDI
2861
Vaughan David Investments
Illinois
$227K +$17.6K +75 +8%
W
2862
WealthOne
New York
$226K -$8.44K -36 -3%
TFO
2863
Tarbox Family Office
California
$226K -$3.05K -13 -1%
BMA
2864
Brooks Moore & Associates
Tennessee
$226K – – –
NS
2865
Newman & Schimel
Illinois
$226K – – –
CRIG
2866
Charter Research & Investment Group
Connecticut
$226K +$5.86K +25 +3%
MC
2867
Matisse Capital
Oregon
$226K +$12.9K +55 +6%
WQ
2868
Wealth Quarterback
New Jersey
$225K -$27K -115 -10%
KAM
2869
Knightsbridge Asset Management
California
$225K -$23.4K -100 -9%
CAM
2870
Costello Asset Management
Pennsylvania
$225K – – –
SC
2871
Saturna Capital
Washington
$225K – – –
PCA
2872
Providence Capital Advisors
North Carolina
$225K +$53.7K +229 +29%
TCMP
2873
Thrive Capital Management (Pennsylvania)
Pennsylvania
$225K +$237K +1,011 New
BWM
2874
BigSur Wealth Management
Florida
$223K – – –
DCM
2875
Delta Capital Management
New Jersey
$223K – – –
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