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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1851
Stiles Financial Services
Minnesota
$650K -$891 -20 -0.1%
EA
1852
Emerald Advisors
Washington
$649K +$39.3K +883 +5%
TC
1853
Titleist Capital
Texas
$649K +$231K +5,185 +43%
OCM
1854
One Capital Management
California
$647K -$45.2K -1,016 -6%
PL
1855
Plancorp LLC
Missouri
$646K -$10K -225 -1%
CFA
1856
Cahill Financial Advisors
Minnesota
$646K +$7.17K +161 +1%
EGA
1857
E&G Advisors
Texas
$645K -$77K -1,728 -9%
GC
1858
Gratus Capital
Georgia
$643K +$9.4K +211 +1%
ITIM
1859
Indiana Trust & Investment Management
Indiana
$642K +$2.4K +54 +0.3%
GWANC
1860
Guardian Wealth Advisors (North Carolina)
North Carolina
$642K +$247K +5,539 +49%
MCM
1861
Manchester Capital Management
Vermont
$639K -$37.3K -838 -5%
RFA
1862
Resurgent Financial Advisors
Georgia
$639K +$39.7K +891 +6%
IC
1863
Inscription Capital
Texas
$638K -$491K -11,032 -40%
APC
1864
Aspire Private Capital
North Carolina
$637K +$19.6K +441 +3%
WBCM
1865
Wilson & Boucher Capital Management
California
$633K -$19.5K -437 -3%
MSFP
1866
Mark Sheptoff Financial Planning
Connecticut
$628K -$294K -6,594 -28%
PWS
1867
Peterson Wealth Services
Utah
$628K +$232K +5,220 +46%
BCFD
1868
Boit C.F. David
$627K +$736K +16,517 New
TMWM
1869
Taylor & Morgan Wealth Management
Michigan
$626K -$237K -5,312 -24%
PCM
1870
Perkins Capital Management
Minnesota
$623K -$44.5K -1,000 -6%
SI
1871
Shaker Investments
Ohio
$622K +$1.56K +35 +0.2%
BFAG
1872
Blackston Financial Advisory Group
Florida
$621K -$15.6K -350 -2%
BC
1873
Bowman & Company
Wisconsin
$621K +$12.3K +277 +2%
CBT
1874
Central Bank & Trust
Kentucky
$621K +$62.4K +1,402 +9%
FW
1875
FirstPurpose Wealth
Utah
$621K +$67.6K +1,518 +10%
73 74
75
76 77