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Name Holding Trade Value Shares
Change 		Change in
Stake
VBWMG
2551
Von Berge Wealth Management Group
California
$313K +$307K +5,876 New
MTIC
2552
Missouri Trust & Investment Company
Missouri
$313K +$314K +6,016 New
BWM
2553
BT Wealth Management
Georgia
$312K – – –
TI
2554
Telemetry Investments
New York
$312K +$52.2K +1,000 +20%
SFS
2555
Security Financial Services
Indiana
$312K +$313K +6,006 New
TC
2556
Truvestments Capital
Florida
$311K -$26.7K -512 -8%
UCI
2557
Uncommon Cents Investing
Wisconsin
$311K +$55.3K +1,059 +21%
HCM
2558
HMS Capital Management
Tennessee
$310K -$215K -4,118 -41%
APA
2559
Astoria Portfolio Advisors
New York
$310K +$311K +5,970 New
CNWM
2560
Clay Northam Wealth Management
California
$310K +$312K +5,974 New
GDP
2561
Great Diamond Partners
Maine
$309K -$11K -211 -3%
NCM
2562
Northside Capital Management
Oregon
$309K +$209 +4 +0.1%
TFGT
2563
TS Financial Group (TSFG)
Illinois
$309K +$7.04K +135 +2%
ABLA
2564
Alan B. Lancz & Associates
Ohio
$309K +$310K +5,939 New
CWM
2565
CarsonAllaria Wealth Management
Illinois
$309K +$310K +5,946 New
SWP
2566
Summit Wealth Partners
Florida
$308K -$92.9K -1,780 -23%
HAC
2567
Harbor Advisory Corp
New Hampshire
$308K -$2.61K -50 -0.8%
AIM
2568
Arcadia Investment Management
Michigan
$308K +$5.95K +114 +2%
FA
2569
Fagan Associates
New York
$307K -$2.31M -44,346 -88%
APC
2570
Aspire Private Capital
North Carolina
$307K -$2.5K -48 -0.8%
PWA
2571
Physician Wealth Advisors
Utah
$307K +$417 +8 +0.1%
EFA
2572
Evernest Financial Advisors
Indiana
$305K +$401K +7,685 New
PG
2573
Prostatis Group
Maryland
$305K -$18.7K -359 -6%
ACH
2574
ArrowMark Colorado Holdings
Colorado
$305K – – –
CIAS
2575
CFS Investment Advisory Services
New Jersey
$305K +$20.8K +398 +7%
101 102
103
104 105