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Name Holding Trade Value Shares
Change
Change in
Stake
ACG
2101
Allen Capital Group
Nebraska
$440K -$8.27K -78 -2%
EA
2102
Ergawealth Advisors
Illinois
$439K -$217K -2,046 -33%
EIP
2103
Ellis Investment Partners
Pennsylvania
$438K -$18.4K -174 -4%
GWM
2104
GDS Wealth Management
Texas
$438K -$23.2K -219 -5%
HWM
2105
HighMark Wealth Management
Minnesota
$437K – – –
CCG
2106
Catalina Capital Group
California
$437K -$26.3K -248 -6%
RWM
2107
Revisor Wealth Management
Ohio
$437K -$310K -2,920 -41%
UC
2108
Unio Capital
New Jersey
$436K – – –
OMC
2109
Overbrook Management Corp
New York
$435K – – –
AFC
2110
AFT Forsyth & Company
Florida
$435K – – –
CPP
2111
Capasso Planning Partners
South Carolina
$433K -$20.1K -190 -4%
CPC
2112
Congress Park Capital
New York
$432K – – –
CWM
2113
Circle Wealth Management
New Jersey
$432K -$131K -1,234 -23%
AIM
2114
Alhambra Investment Management
Florida
$432K -$21.4K -202 -5%
HR
2115
Hardy Reed
Mississippi
$432K +$441K +4,156 New
OPTFSNA
2116
Old Point Trust & Financial Services N A
Virginia
$432K – – –
MCCA
2117
Mill Creek Capital Advisors
Pennsylvania
$429K +$20.6K +194 +5%
CL
2118
COWA LLC
Oklahoma
$427K – – –
DWM
2119
Dorchester Wealth Management
Quebec, Canada
$427K -$170K -1,600 -28%
DM
2120
Deerfield Management
New York
$426K +$435K +4,101 New
ML
2121
Mayport LLC
Massachusetts
$426K – – –
PRC
2122
Pearl River Capital
Michigan
$426K -$1.51M -14,272 -78%
SGK
2123
Steigerwald Gordon & Koch
Virginia
$426K +$3.08K +29 +0.7%
FA
2124
Financial Advisors
Massachusetts
$426K – – –
CAGAS
2125
Capital Advisory Group Advisory Services
Minnesota
$425K -$4.24K -40 -1%