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Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
5226
Matrix Trust Company
Colorado
$347K +$95.6K +483 +44%
HIC
5227
Harvey Investment Company
Kentucky
$344K – – –
FWMP
5228
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$341K -$792 -4 -0.3%
HWM
5229
HFG Wealth Management
Texas
$340K – – –
SSW
5230
Stone Summit Wealth
Florida
$339K -$2.97K -15 -1%
ICCON
5231
Investment Counsel Company of Nevada
Nevada
$339K +$7.52K +38 +3%
LEFP
5232
Leading Edge Financial Planning
Tennessee
$339K +$6.53K +33 +2%
VFG
5233
Valley Financial Group
Pennsylvania
$336K -$12.7K -64 -4%
FVCM
5234
F&V Capital Management
Florida
$335K -$124K -629 -29%
HFS
5235
Hughes Financial Services
Virginia
$335K +$11.3K +57 +4%
CC
5236
Cypress Capital
Tennessee
$334K +$2.77K +14 +0.9%
BAMG
5237
Brand Asset Management Group
Missouri
$333K -$25.5K -129 -8%
S4W
5238
Solutions 4 Wealth
Texas
$333K -$26.3K -133 -8%
BHWM
5239
Bay Harbor Wealth Management
Maryland
$332K +$97K +490 +48%
YWM
5240
Yardley Wealth Management
Pennsylvania
$331K – – –
HFA
5241
Harbert Fund Advisors
Alabama
$331K -$7.32M -36,993 -96%
HA
5242
HC Advisors
Georgia
$330K +$10.1K +51 +4%
TWCA
5243
Two West Capital Advisors
Kansas
$330K +$282K +1,426 New
LFA
5244
LGT Financial Advisors
Texas
$330K -$59.8K -302 -17%
TFP
5245
Traction Financial Partners
Wyoming
$329K -$102K -513 -25%
CCA
5246
Clarity Capital Advisors
Florida
$329K -$13.1K -66 -4%
MAM
5247
Milestone Asset Management
Pennsylvania
$327K -$552K -2,787 -65%
GSF
5248
Grove Street Fiduciary
New Hampshire
$327K – – –
MAM
5249
McCarthy Asset Management
California
$327K +$2.18K +11 +0.7%
CTWM
5250
Cherry Tree Wealth Management
Minnesota
$326K -$39.6K -200 -12%
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210
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