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Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
3051
Financial Connections Group
California
$358K – – –
MWPCG
3052
Measured Wealth Private Client Group
New Hampshire
$357K -$67.1K -279 -15%
TFA
3053
Tobias Financial Advisors
Florida
$357K -$5.53K -23 -1%
PWM
3054
PRW Wealth Management
Massachusetts
$357K – – –
FSA
3055
Financial Security Advisor
Virginia
$356K +$372K +1,549 New
CAGAS
3056
Capital Advisory Group Advisory Services
Minnesota
$356K +$372K +1,549 New
KI
3057
Kapitalo Investimentos
Brazil
$356K -$1.5M -6,247 -80%
SWM
3058
Shelton Wealth Management
Texas
$354K -$8.89K -37 -2%
CBTWT
3059
Community Bank & Trust (Waco, Texas)
Texas
$353K +$53.1K +221 +13%
HPM
3060
Hoxton Planning & Management
West Virginia
$352K -$21.4K -89 -5%
RAM
3061
Roanoke Asset Management
New Jersey
$352K – – –
BBP
3062
Banco BTG Pactual
Brazil
$352K -$582K -2,420 -61%
CCA
3063
Cottonwood Capital Advisors
Utah
$352K +$368K +1,529 New
RCM
3064
Raleigh Capital Management
North Carolina
$351K +$11.3K +47 +3%
SRC
3065
Shufro Rose & Co
New York
$351K – – –
CWA
3066
Canvas Wealth Advisors
Kansas
$350K -$13.7K -57 -4%
MAP
3067
Milestone Advisory Partners
North Carolina
$348K – – –
PCH
3068
PGIM Custom Harvest
New Jersey
$347K +$11.8K +49 +3%
SC
3069
Saturna Capital
Washington
$347K +$36.1K +150 +11%
VP
3070
Verum Partners
North Carolina
$346K -$142K -592 -28%
PCA
3071
Peddock Capital Advisors
Massachusetts
$346K – – –
AMG
3072
Advisors Management Group
Wisconsin
$346K -$1.68K -7 -0.5%
MIAS
3073
Mason Investment Advisory Services
Virginia
$346K -$6.73K -28 -2%
VDI
3074
Vaughan David Investments
Illinois
$345K -$3.85K -16 -1%
BRA
3075
Biechele Royce Advisors
Indiana
$345K +$15.1K +63 +4%
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