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Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
1876
Opus Capital Group
Ohio
$276K -$80K -679 -27%
VWM
1877
Vigilare Wealth Management
Arizona
$275K +$220K +1,865 New
ML
1878
McAdam LLC
Pennsylvania
$272K +$218K +1,847 New
VCM
1879
Vision Capital Management
Oregon
$272K +$217K +1,842 New
JWCA
1880
J.W. Coons Advisors
Ohio
$269K -$23.6K -200 -10%
FIC
1881
Family Investment Center
Missouri
$269K +$215K +1,823 New
WPP
1882
Whalerock Point Partners
Rhode Island
$268K +$215K +1,821 New
MAG
1883
Mayfair Advisory Group
Alabama
$268K – – –
FGA
1884
Fortis Group Advisors
New Jersey
$268K – – –
NB
1885
Nicolet Bankshares
Wisconsin
$267K +$213K +1,810 New
PP
1886
Pingora Partners
Wyoming
$267K +$213K +1,810 New
GIM
1887
Goelzer Investment Management
Indiana
$267K +$213K +1,808 New
CAS
1888
Coppell Advisory Solutions
Texas
$265K +$120K +1,014 +129%
NWMG
1889
National Wealth Management Group
Ohio
$265K +$212K +1,799 New
BBI
1890
Baxter Bros Inc
Connecticut
$264K +$211K +1,794 New
LOIM
1891
Liberty One Investment Management
Illinois
$264K +$825 +7 +0.4%
AAP
1892
Arax Advisory Partners
Colorado
$263K +$6.72K +57 +3%
SLG
1893
Stanley-Laman Group
Pennsylvania
$263K +$210K +1,784 New
TA
1894
TruWealth Advisors
Louisiana
$263K +$210K +1,781 New
GPI
1895
General Partner Inc
Pennsylvania
$261K – – –
CWS
1896
Confluence Wealth Services
Pennsylvania
$261K +$209K +1,770 New
APG
1897
Abacus Planning Group
South Carolina
$259K +$207K +1,760 New
SAW
1898
Signal Advisors Wealth
Michigan
$257K +$206K +1,744 New
HWP
1899
Heritage Wealth Partners
Ohio
$257K +$205K +1,742 New
SWRP
1900
Summit Wealth & Retirement Planning
California
$256K +$205K +1,738 New
74 75
76
77 78