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Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1901
Quantum Financial Advisors
California
$400K +$175 +1 +0%
SSWM
1902
Smith Salley Wealth Management
North Carolina
$400K +$149K +852 +62%
ACG
1903
Allen Capital Group
Nebraska
$400K +$2.62K +15 +0.7%
MSWM
1904
McGlone Suttner Wealth Management
Wisconsin
$400K +$154K +883 +66%
FWM
1905
FFT Wealth Management
Pennsylvania
$400K +$11.9K +68 +3%
TC
1906
Trilogy Capital
California
$398K +$385K +2,204 New
CSWG
1907
Cardinal Strategic Wealth Guidance
Kentucky
$397K – – –
NJBEST
1908
New Jersey Better Educational Savings Trust
New Jersey
$397K – – –
PHS
1909
Pekin Hardy Strauss
Illinois
$397K +$5.24K +30 +1%
ISWM
1910
Independent Solutions Wealth Management
New York
$397K +$23.9K +137 +7%
FIB
1911
First Interstate Bank
Montana
$395K – – –
PWA
1912
Primoris Wealth Advisors
Florida
$395K +$14.2K +81 +4%
IWN
1913
Independent Wealth Network
Iowa
$394K +$98.2K +562 +35%
MTC
1914
McDaniel Terry & Co
Texas
$393K -$195K -1,115 -34%
MWM
1915
Mattern Wealth Management
Kansas
$393K +$26.2K +150 +7%
SRC
1916
Sage Rhino Capital
California
$392K +$3.32K +19 +0.9%
SAM
1917
SignalPoint Asset Management
Missouri
$391K -$4.2K -24 -1%
BSHC
1918
Breed's Hill Capital
Massachusetts
$388K -$12.1K -69 -3%
QWM
1919
Quadcap Wealth Management
Texas
$386K -$35.7K -204 -9%
CAM
1920
Close Asset Management
United Kingdom
$385K +$14.9K +85 +4%
EA
1921
Everpar Advisors
Oklahoma
$385K -$207K -1,182 -36%
BBI
1922
Baxter Bros Inc
Connecticut
$385K +$59.1K +338 +19%
FOA
1923
Five Oceans Advisors
California
$383K +$524 +3 +0.1%
TVAMP
1924
Tennessee Valley Asset Management Partners
Tennessee
$382K -$360K -2,057 -49%
FP
1925
Financial Perspectives
Minnesota
$381K -$7.17K -41 -2%
75 76
77
78 79