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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1351
Pinnacle Wealth Management Group
Michigan
$708K – – –
RFS
1352
RM Financial Services
Maine
$708K – – –
ZF
1353
Zhang Financial
Michigan
$706K -$6.9K -31 -0.9%
RFA
1354
Register Financial Advisors
Georgia
$706K +$667 +3 +0.1%
AWM
1355
Ameliora Wealth Management
Switzerland
$704K – – –
WMA
1356
Wealth Management Associates
New Jersey
$704K +$87.2K +392 +14%
IBOK
1357
Independence Bank of Kentucky
Kentucky
$699K +$465K +2,092 +184%
CHJWM
1358
Carlton Hofferkamp & Jenks Wealth Management
Texas
$696K -$50.9K -229 -6%
VCM
1359
Versant Capital Management
Arizona
$696K -$91K -409 -11%
VA
1360
Valmark Advisers
Ohio
$693K -$11.8K -53 -2%
GAA
1361
Global Assets Advisory
Florida
$693K -$1.69M -7,612 -71%
AFM
1362
Abbot Financial Management
Massachusetts
$691K – – –
SCA
1363
Southern Capital Advisors
Tennessee
$689K +$667 +3 +0.1%
BWM
1364
BigSur Wealth Management
Florida
$688K -$334K -1,500 -32%
CA
1365
Crewe Advisors
Utah
$687K -$7.56K -34 -1%
SSA
1366
Shepherd Street Advisors
California
$687K -$288K -1,295 -29%
CA
1367
Claris Advisors
Missouri
$687K – – –
TPA
1368
Trivium Point Advisory
Connecticut
$686K +$146K +657 +26%
BFG
1369
Beto Financial Group
Idaho
$686K +$2.23K +10 +0.3%
GIM
1370
Goelzer Investment Management
Indiana
$684K -$20K -90 -3%
BFA
1371
Bragg Financial Advisors
North Carolina
$683K -$22.2K -100 -3%
SA
1372
Sovran Advisors
California
$683K -$8.68K -39 -1%
FAM
1373
Fulcrum Asset Management
United Kingdom
$681K +$706K +3,174 New
CCG
1374
Cypress Capital Group
Florida
$680K +$699K +3,142 New
KCM
1375
Kathmere Capital Management
Pennsylvania
$678K +$71.6K +322 +11%
53 54
55
56 57