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Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
2251
Naples Global Advisors
Florida
$1.01M -$53.2K -246 -5%
MS
2252
Madden Securities
Texas
$1.01M +$383K +1,769 +63%
KA
2253
Kozak & Associates
Colorado
$1.01M – – –
PP
2254
PDS Planning
Ohio
$1.01M +$69.6K +322 +8%
ECA
2255
Elevated Capital Advisors
Utah
$1.01M +$989K +4,574 New
MW
2256
MBL Wealth
North Carolina
$1.01M +$987K +4,563 New
WMP
2257
Wealth Management Partners
Arizona
$1.01M – – –
CIP
2258
Convergence Investment Partners
Florida
$1.01M +$317K +1,467 +48%
TPWM
2259
Twelve Points Wealth Management
Massachusetts
$1M -$79.4K -367 -7%
GAG
2260
GM Advisory Group
New York
$1M +$17.7K +82 +2%
WIC
2261
Woodmont Investment Counsel
Tennessee
$1M +$86.5K +400 +10%
FAG
2262
Fortitude Advisory Group
Washington
$999K +$40K +185 +4%
MCWA
2263
Meadow Creek Wealth Advisors
Georgia
$998K +$156K +719 +19%
HBW
2264
Hazlett, Burt & Watson
West Virginia
$998K +$972K +4,493 New
IFA
2265
Index Fund Advisors
California
$997K -$36.8K -170 -4%
RGC
2266
Roberts, Glore & Co
Illinois
$996K +$356K +1,648 +58%
FNBOH
2267
First National Bank of Hutchinson
Kansas
$991K +$35.9K +166 +4%
KCM
2268
KLK Capital Management
California
$990K -$5.41K -25 -0.6%
KC
2269
Knuff & Co
California
$988K -$87.6K -405 -8%
HLOC
2270
H.L. Ormond & Company
North Carolina
$987K -$3.03K -14 -0.3%
MA
2271
MCF Advisors
Kentucky
$987K +$962K +4,450 New
GWS
2272
Glassman Wealth Services
Virginia
$985K +$81.1K +375 +9%
WCWM
2273
Willow Creek Wealth Management
California
$982K -$2.38K -11 -0.2%
JSL
2274
JT Stratford LLC
Georgia
$979K +$11.7K +54 +1%
SVCP
2275
Silicon Valley Capital Partners
California
$978K +$1.51K +7 +0.2%
89 90
91
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