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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
3101
Provident Trust Company
Wisconsin
$6.11M – – –
SFS
3102
Symphony Financial Services
Ohio
$6.11M -$415K -2,056 -6%
SRWM
3103
Shira Ridge Wealth Management
California
$6.1M -$56.7K -281 -0.9%
VDI
3104
Vaughan David Investments
Illinois
$6.1M +$219K +1,083 +4%
HH
3105
HWG Holdings
Texas
$6.1M -$12.3M -60,872 -67%
FWM
3106
Fonville Wealth Management
Virginia
$6.1M +$507K +2,511 +9%
CFP
3107
Comprehensive Financial Planning
Pennsylvania
$6.1M -$421K -2,085 -7%
SCM
3108
Seascape Capital Management
New Hampshire
$6.1M -$88K -436 -1%
ARC
3109
Advisor Resource Council
Texas
$6.09M -$22.5M -111,202 -79%
CA
3110
Cortland Associates
Missouri
$6.08M +$547K +2,710 +10%
1WM
3111
1858 Wealth Management
Ohio
$6.08M -$91.5K -453 -2%
SI
3112
Seeds Investor
New York
$6.07M +$161K +798 +3%
AWM
3113
Accel Wealth Management
Iowa
$6.06M -$78.4K -388 -1%
CIG
3114
Cascade Investment Group
Colorado
$6.06M -$47.9K -237 -0.8%
HWMC
3115
Heritage Wealth Management (California)
California
$6.06M -$135K -670 -2%
FFP
3116
Forbes Financial Planning
Rhode Island
$6.05M +$899K +4,454 +18%
AIC
3117
Archer Investment Corporation
Indiana
$6.05M -$89.5K -443 -1%
FWM
3118
FFT Wealth Management
Pennsylvania
$6.04M -$278K -1,378 -5%
GIS
3119
Graphene Investments SAS
France
$6.03M +$949K +4,700 +19%
CCM
3120
Crew Capital Management
Ohio
$6.03M +$399K +1,976 +7%
SWA
3121
Strategies Wealth Advisors
Michigan
$6.03M -$365K -1,807 -6%
PI
3122
Pettee Investors
Connecticut
$6.03M -$151K -750 -2%
EPIME
3123
Evelyn Partners Investment Management (Europe)
$6.02M -$344K -1,702 -5%
HCM
3124
Hudson Capital Management
New Jersey
$6.02M +$60.6K +300 +1%
SGCA
3125
Steel Grove Capital Advisors
Tennessee
$6.01M +$856K +4,239 +17%
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