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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
Claro Advisors
Massachusetts
$457K +$343K +1,289 New
BCP
627
Berkeley Capital Partners
Georgia
$455K +$341K +1,283 New
LJAC
628
L.J. Altfest & Co
New York
$455K +$341K +1,283 New
WB
629
WesBanco Bank
West Virginia
$454K -$221K -831 -39%
CA
630
Cache Advisors
California
$454K +$340K +1,280 New
FGP
631
Freestone Grove Partners
California
$451K +$338K +1,271 New
RPCONE
632
Retirement Planning Company of New England
Rhode Island
$449K +$336K +1,265 New
SFS
633
Sowell Financial Services
Arkansas
$448K +$336K +1,262 New
LCM
634
LCM Capital Management
Illinois
$444K +$333K +1,252 New
AEPWM
635
Atlantic Edge Private Wealth Management
Florida
$443K – – –
FG
636
Franchise GP
$443K +$332K +1,250 New
CL
637
Choreo LLC
Illinois
$443K +$333K +1,253 New
CAAS
638
Capital Asset Advisory Services
Michigan
$442K +$331K +1,246 New
WFP
639
Worthington Financial Partners
Ohio
$439K +$329K +1,238 New
HWM
640
HB Wealth Management
Georgia
$438K -$49.5K -186 -13%
SAI
641
Savvy Advisors Inc
New York
$436K +$327K +1,229 New
HH
642
Hilltop Holdings
Texas
$433K +$324K +1,220 New
CCMG
643
Connecticut Capital Management Group
Connecticut
$432K +$324K +1,219 New
CAP
644
Cordoba Advisory Partners
New York
$430K -$125K -470 -28%
TCM
645
Traynor Capital Management
Pennsylvania
$428K +$321K +1,207 New
LBWM
646
Left Brain Wealth Management
Illinois
$427K +$320K +1,205 New
AFG
647
Albion Financial Group
Utah
$425K +$319K +1,200 New
ACM
648
Avalon Capital Management
California
$425K +$319K +1,198 New
FTWA
649
Fifth Third Wealth Advisors
Ohio
$423K +$317K +1,193 New
NG
650
Norden Group
Utah
$420K +$315K +1,185 New
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