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Name Holding Trade Value Shares
Change 		Change in
Stake
RTS
1726
Round Table Services
New Jersey
$354K +$33.2K +96 +10%
AWM
1727
AllSquare Wealth Management
New York
$353K -$11.7K -34 -3%
VWM
1728
Valley Wealth Managers
New Jersey
$353K +$378K +1,095 New
LFG
1729
LifePlan Financial Group
Ohio
$352K – – –
9WM
1730
9258 Wealth Management
Ohio
$352K +$378K +1,093 New
CAI
1731
Capital Advisors Inc
Oklahoma
$348K -$9.33K -27 -2%
CCM
1732
Cohen Capital Management
California
$348K – – –
WI
1733
Wintrust Investments
Illinois
$347K +$33.2K +96 +10%
HPC
1734
Hobart Private Capital
North Carolina
$345K +$36.3K +105 +11%
SCM
1735
Sterneck Capital Management
Missouri
$345K – – –
VAG
1736
VisionPoint Advisory Group
Texas
$345K +$370K +1,071 New
SNBOSD
1737
Security National Bank of So Dak
Iowa
$344K +$82.9K +240 +29%
BFO
1738
Boston Family Office
Massachusetts
$343K -$52.9K -153 -13%
VR
1739
Viridian RIA
Washington
$343K -$23.1K -67 -6%
HCM
1740
Hollencrest Capital Management
California
$342K -$423K -1,223 -54%
LWM
1741
Lenox Wealth Management
Ohio
$342K +$7.25K +21 +2%
PSG
1742
Planning Solutions Group
Maryland
$341K +$365K +1,057 New
CCM
1743
Colorado Capital Management
Colorado
$340K – – –
CFN
1744
Cordasco Financial Network
Florida
$340K – – –
UCI
1745
Uncommon Cents Investing
Wisconsin
$339K -$98.5K -285 -21%
CA
1746
Crewe Advisors
Utah
$338K – – –
CIC
1747
Cornercap Investment Counsel
Georgia
$334K – – –
HWA
1748
Heritage Wealth Advisors
Virginia
$333K +$28.7K +83 +9%
DWM
1749
Darwin Wealth Management
Florida
$333K +$32.1K +93 +10%
EA
1750
Elm Advisors
California
$332K -$9.67K -28 -3%
68 69
70
71 72