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Name Holding Trade Value Shares
Change 		Change in
Stake
WMWM
5401
Wilkins Miller Wealth Management
Alabama
$557K – – –
CAM
5402
Campion Asset Management
Virginia
$554K – – –
WIC
5403
Whitegate Investment Counselors
New Hampshire
$554K – – –
SJGA
5404
Stephen J. Garry & Associates
New York
$554K +$8.01K +35 +1%
GK
5405
Graney & King
New York
$554K – – –
SW
5406
Schulz Wealth
Texas
$553K +$3.2K +14 +0.6%
WA
5407
WESPAC Advisors
California
$552K -$96.1K -420 -15%
DSA
5408
Droms Strauss Advisors
Missouri
$550K -$10.3K -45 -2%
MFA
5409
Millington Financial Advisors
Illinois
$549K -$11K -48 -2%
TFS
5410
Targeted Financial Services
Florida
$548K +$543K +2,375 New
MW
5411
Marrick Wealth
California
$547K +$542K +2,369 New
DC
5412
Darrow Company
Massachusetts
$546K +$85.8K +375 +19%
BAMG
5413
Brand Asset Management Group
Missouri
$546K +$179K +782 +49%
MTC
5414
Matrix Trust Company
Colorado
$545K +$49.2K +215 +10%
BHWA
5415
Beacon Harbor Wealth Advisors
Virginia
$545K – – –
IIM
5416
IFC & Insurance Marketing
California
$544K +$539K +2,358 New
FA
5417
Fountainhead AM
New Jersey
$543K -$5.63M -24,595 -91%
AWA
5418
Arbor Wealth Advisors
Michigan
$543K +$7.09K +31 +1%
THCM
5419
Taylor Hoffman Capital Management
Virginia
$541K +$157K +685 +41%
MI
5420
Motiv8 Investments
Florida
$539K -$70.5K -308 -12%
VFIC
5421
Valley Forge Investment Consultants
Pennsylvania
$539K -$172K -750 -24%
MSRI
5422
Michael S. Ryan Inc
New York
$539K -$4.12K -18 -0.8%
CCM
5423
Charter Capital Management
Wisconsin
$538K -$45.8K -200 -8%
EA
5424
Ergawealth Advisors
Illinois
$537K -$22.9K -100 -4%
FJWM
5425
Ferguson Johnson Wealth Management
Maryland
$536K +$532K +2,325 New
215 216
217
218 219