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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
4301
Horizons Wealth Management
North Carolina
$208K -$7.91K -59 -3%
CPCM
4302
Cardinal Point Capital Management
Ontario, Canada
$208K +$219K +1,634 New
GAMC
4303
Garner Asset Management Corp
Texas
$206K -$12.1K -90 -5%
HHAM
4304
HITE Hedge Asset Management
Massachusetts
$203K – – –
UAM
4305
Unison Asset Management
Florida
$203K – – –
CWAF
4306
Core Wealth Advisors (Florida)
Florida
$203K – – –
SPWG
4307
Sage Private Wealth Group
Illinois
$201K +$212K +1,585 New
WIM
4308
Waycross Investment Management
Washington
$201K +$212K +1,585 New
VV
4309
Verity & Verity
South Carolina
$201K -$4.02K -30 -2%
WFM
4310
Wolff Financial Management
Michigan
$201K +$212K +1,580 New
JFG
4311
JMG Financial Group
Illinois
$201K – – –
HCM
4312
Hudson Capital Management
New Jersey
$201K +$212K +1,580 New
BCAM
4313
Boston Common Asset Management
Massachusetts
$200K -$31.5K -235 -13%
FCG
4314
Financial Connections Group
California
$199K – – –
NA
4315
Nordwand Advisors
Pennsylvania
$198K – – –
FPF
4316
First Pacific Financial
Washington
$196K +$58.8K +439 +40%
GC
4317
Gibson Capital
Pennsylvania
$190K +$5.36K +40 +3%
CTWM
4318
Cherry Tree Wealth Management
Minnesota
$190K +$26.7K +199 +15%
PP
4319
PFS Partners
New Jersey
$190K -$36.8K -275 -16%
UID
4320
Union Investments & Development
Israel
$165K – – –
VF
4321
VitalStone Financial
Texas
$165K -$9.11K -68 -6%
NOI
4322
Newton One Investments
Delaware
$163K – – –
IWP
4323
IAG Wealth Partners
Wisconsin
$154K +$3.89K +29 +2%
MIM
4324
Macroview Investment Management
Maryland
$152K +$72.2K +539 +82%
TLA
4325
Tanglewood Legacy Advisors
Texas
$150K – – –
171 172
173
174 175