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Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
2201
Matthew Hamilton Rosenberg
$404K +$81.9K +1,892 +25%
KSWA
2202
Kathleen S. Wright Associates
Pennsylvania
$403K – – –
EAM
2203
Evanson Asset Management
California
$403K +$136K +3,139 +51%
GBT
2204
Grove Bank & Trust
Florida
$403K -$26.8K -620 -6%
CFG
2205
Cooper Financial Group
California
$402K +$163K +3,765 +68%
CT
2206
Coastline Trust
Rhode Island
$402K – – –
LWM
2207
LJI Wealth Management
Indiana
$402K +$303 +7 +0.1%
CNBTD
2208
Citizens National Bank Trust Department
Mississippi
$402K -$46.6K -1,075 -10%
AP
2209
Appleton Partners
Massachusetts
$401K +$3.21K +74 +0.8%
BCP
2210
Blue Chip Partners
Michigan
$401K +$6.28K +145 +2%
SLC
2211
Second Line Capital
Louisiana
$400K -$693 -16 -0.2%
CFG
2212
Carr Financial Group
Massachusetts
$400K -$101K -2,325 -20%
BFO
2213
Biltmore Family Office
North Carolina
$399K -$42.6K -983 -10%
PA
2214
Probity Advisors
Texas
$398K -$36.5K -843 -8%
RFA
2215
Resurgent Financial Advisors
Georgia
$398K +$9.48K +219 +2%
ABLA
2216
Alan B. Lancz & Associates
Ohio
$396K – – –
MLFP
2217
MPS Loria Financial Planners
Illinois
$396K -$4.94K -114 -1%
FA
2218
Freestate Advisors
Kansas
$395K +$87 +2 +0%
SGI
2219
Summit Global Investments
Utah
$394K +$394K +9,105 New
TC
2220
TFR Capital
Texas
$391K +$38.1K +880 +11%
WF
2221
Wayfinding Financial
Washington
$391K -$20.2K -467 -5%
CFA
2222
Capstone Financial Advisors
Illinois
$390K -$3.72K -86 -0.9%
CRWM
2223
Castle Rock Wealth Management
California
$390K -$26.8K -619 -6%
VCM
2224
Vivaldi Capital Management
Illinois
$389K +$19.2K +443 +5%
AWM
2225
Adams Wealth Management
Utah
$389K -$298K -6,871 -43%
87 88
89
90 91