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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
4601
Hilltop Wealth Advisors
North Carolina
$1.14M +$267K +1,430 +36%
FEM
4602
Fulcrum Equity Management
Texas
$1.14M +$36.7K +197 +4%
FFIC
4603
First Fiduciary Investment Counsel
Ohio
$1.14M – – –
CAAM
4604
Cornerstone Advisors Asset Management
Pennsylvania
$1.14M – – –
TWM
4605
Trinity Wealth Management
Pennsylvania
$1.14M -$92.7K -497 -8%
KFP
4606
Keener Financial Planning
Texas
$1.13M -$21.6K -116 -2%
VST
4607
Van Strum & Towne
California
$1.13M – – –
MFG
4608
Mainsail Financial Group
Washington
$1.13M +$43.8K +235 +5%
GWMI
4609
Guardian Wealth Management (Illinois)
Illinois
$1.12M -$4.48K -24 -0.4%
SWM
4610
Seaside Wealth Management
California
$1.12M +$186 +1 +0%
GAA
4611
Green Alpha Advisors
Colorado
$1.12M -$302K -1,620 -23%
MFG
4612
Monumental Financial Group
Maryland
$1.1M -$171K -918 -15%
MAS
4613
Madden Advisory Services
Florida
$1.1M +$80.4K +431 +9%
TFP
4614
TrueWealth Financial Partners
Washington
$1.1M – – –
CCA
4615
Covey Capital Advisors
Georgia
$1.09M -$111K -595 -10%
SCM
4616
Sheridan Capital Management
California
$1.09M -$3.73K -20 -0.4%
OAS
4617
Optivise Advisory Services
Tennessee
$1.09M +$964K +5,169 New
SWM
4618
Sanctuary Wealth Management
Idaho
$1.09M +$124K +664 +15%
JC
4619
Jentner Corp
Ohio
$1.09M +$4.1K +22 +0.4%
RL
4620
RPO LLC
Connecticut
$1.08M +$960K +5,150 New
HCP
4621
Hardin Capital Partners
South Carolina
$1.08M +$959K +5,144 New
PIC
4622
Portland Investment Counsel
Ontario, Canada
$1.08M -$8.39K -45 -0.9%
IFO
4623
Independent Family Office
New York
$1.08M -$280K -1,501 -23%
SWA
4624
ShankerValleau Wealth Advisors
Illinois
$1.08M +$139K +744 +17%
HPCM
4625
Hunter Perkins Capital Management
Illinois
$1.08M -$28K -150 -3%
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185
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