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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2076
Pinion Investment Advisors
Kansas
$250K +$20.7K +93 +9%
FFA
2077
Fragasso Financial Advisors
Pennsylvania
$250K +$4.45K +20 +2%
SDH
2078
Sloy Dahl & Holst
Washington
$250K – – –
TTWM
2079
TCV Trust & Wealth Management
Virginia
$250K -$44.5K -200 -15%
TW
2080
Traveka Wealth
California
$250K +$12.9K +58 +5%
WB
2081
Webster Bank
Connecticut
$249K – – –
FWA
2082
FSM Wealth Advisors
Ohio
$249K +$256K +1,152 New
SF
2083
Slagle Financial
Illinois
$249K +$8.01K +36 +3%
HCM
2084
Hollencrest Capital Management
California
$249K -$10.9K -49 -4%
CWMP
2085
Clarion Wealth Managment Partners
Virginia
$249K – – –
RIA
2086
Rhodes Investment Advisors
Texas
$248K – – –
VW
2087
Vantus Wealth
Pennsylvania
$248K +$255K +1,145 New
HCA
2088
Heck Capital Advisors
Wisconsin
$247K -$32.3K -145 -11%
RMP
2089
Richards, Merrill & Peterson
Washington
$247K +$111K +500 +78%
SFS
2090
Strategic Financial Services
New York
$247K -$4.45K -20 -2%
SA
2091
Sicart Associates
New York
$247K – – –
CANC
2092
Culbertson A N & Co
Virginia
$247K +$14.5K +65 +6%
LFA
2093
Laraway Financial Advisors
Minnesota
$246K – – –
HIS
2094
Horizon Investment Services
Indiana
$246K – – –
FCCM
2095
First City Capital Management
Georgia
$246K – – –
GTAM
2096
Global Trust Asset Management
Florida
$246K +$24.5K +110 +11%
MW
2097
Marks Wealth
Maryland
$245K -$19.4K -87 -7%
OFS
2098
Opus Financial Solutions
Illinois
$245K +$252K +1,134 New
CCWM
2099
Correct Capital Wealth Management
Missouri
$245K +$252K +1,131 New
CWMA
2100
Capstone Wealth Management (Alabama)
Alabama
$244K +$251K +1,127 New
82 83
84
85 86