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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2976
Pathway Financial Advisors
Vermont
$281K +$267K +1,242 New
ACM
2977
Antonetti Capital Management
Florida
$279K +$150K +701 +119%
CIA
2978
Caerus Investment Advisors
Texas
$279K +$276K +1,288 New
HBWM
2979
Hollow Brook Wealth Management
New York
$278K +$275K +1,283 New
C1AG
2980
Client 1st Advisory Group
Florida
$277K +$16.7K +78 +7%
BIAS
2981
Beacon Investment Advisory Services
New Jersey
$277K +$30.1K +140 +12%
TFA
2982
Triad Financial Advisors
North Carolina
$277K +$274K +1,276 New
TFF
2983
The Family Firm
Maryland
$275K +$429 +2 +0.2%
PCA
2984
Providence Capital Advisors
North Carolina
$275K +$55.4K +258 +26%
NRW
2985
Nova R Wealth
Kansas
$275K +$272K +1,267 New
FCMC
2986
Founders Capital Management (Connecticut)
Connecticut
$272K – – –
WW
2987
Westshore Wealth
California
$269K – – –
LWANC
2988
Laurel Wealth Advisors (North Carolina)
North Carolina
$268K – – –
SP
2989
SWS Partners
Ohio
$268K +$42.9K +200 +19%
PSF
2990
Pacific Sun Financial
California
$267K – – –
GCA
2991
Gradient Capital Advisors
California
$267K +$24.5K +114 +10%
ICM
2992
Ionic Capital Management
New York
$267K +$265K +1,234 New
FMI
2993
F/M Investments
District of Columbia
$266K -$215 -1 -0.1%
PRWA
2994
Platte River Wealth Advisors
Colorado
$265K -$161K -750 -38%
KFS
2995
Kelly Financial Services
Massachusetts
$265K +$33.1K +154 +14%
CFFP
2996
Center for Financial Planning
Michigan
$264K -$10.3K -48 -4%
PO
2997
Private Ocean
California
$264K -$4.72K -22 -2%
CAM
2998
Costello Asset Management
Pennsylvania
$262K +$42.9K +200 +20%
CHAM
2999
Clear Harbor Asset Management
Connecticut
$260K – – –
CMP
3000
Courage Miller Partners
Virginia
$260K – – –
118 119
120
121 122