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Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
5151
Widmann Financial Services
Maryland
$410K +$53.2K +235 +14%
GCWM
5152
Graham Capital Wealth Management
District of Columbia
$410K -$8.38K -37 -2%
FFG
5153
Foundry Financial Group
New Hampshire
$409K +$3.17K +14 +0.8%
AFWM
5154
Abich Financial Wealth Management
Virginia
$409K +$421K +1,862 New
ICM
5155
Innovator Capital Management
Illinois
$409K -$285K -1,260 -40%
MA
5156
MSA Advisors
California
$408K – – –
RWRC
5157
R.W. Roge & Company
New York
$408K +$29K +128 +7%
PHIC
5158
Pine Haven Investment Counsel
Massachusetts
$408K +$420K +1,857 New
AA
5159
Alpha Advisors
Virginia
$407K +$96.4K +426 +30%
CW
5160
Curio Wealth
Maryland
$406K +$19.2K +85 +5%
BCM
5161
Basso Capital Management
Connecticut
$405K +$115K +508 +38%
FFA
5162
Frazier Financial Advisors
Ohio
$403K -$11.3K -50 -3%
MIM
5163
Macroview Investment Management
Maryland
$403K +$14.7K +65 +4%
VV
5164
Verity & Verity
South Carolina
$403K +$35.3K +156 +9%
SWM
5165
Sterling Wealth Management
Illinois
$402K +$4.07K +18 +1%
HWM
5166
HFG Wealth Management
Texas
$400K +$7.92K +35 +2%
TT
5167
TI-Trust
Illinois
$399K +$6.34K +28 +2%
CAM
5168
Cobblestone Asset Management
Virginia
$398K +$31.7K +140 +8%
BG
5169
Bellevue Group
Switzerland
$398K +$150K +662 +58%
CWM
5170
Consultiva Wealth Management
Puerto Rico
$396K – – –
MMC
5171
Mizuho Markets Cayman
Cayman Islands
$396K +$11.3K +50 +3%
MA
5172
McGrath & Associates
North Carolina
$394K – – –
HG
5173
Harbor Group
New Hampshire
$393K -$14.7K -65 -4%
SCM
5174
Spring Capital Management
Texas
$391K – – –
VWA
5175
VERITY Wealth Advisors
United States
$391K – – –
205 206
207
208 209