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Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
1326
Taylor Hoffman Wealth Management
Virginia
$153K -$1.21K -7 -0.8%
CT
1327
Clearstead Trust
Maine
$153K +$17.3K +100 +13%
PWP
1328
Personal Wealth Partners
Minnesota
$153K +$155K +900 New
HCM
1329
HMS Capital Management
Tennessee
$147K +$150K +870 New
CWA
1330
Clarus Wealth Advisors
Arizona
$144K -$7.08K -41 -5%
CA
1331
Crewe Advisors
Utah
$144K – – –
WCM
1332
Whitener Capital Management
North Carolina
$144K – – –
BFC
1333
Bedel Financial Consulting
Indiana
$143K +$70.4K +408 +94%
CAL
1334
Capital Analysts LLC
Pennsylvania
$141K +$17.4K +101 +14%
IFAM
1335
Institutional & Family Asset Management
Colorado
$138K +$8.97K +52 +7%
CB
1336
CNB Bank
Pennsylvania
$138K +$86.5K +501 +160%
PFGIA
1337
Patriot Financial Group Insurance Agency
Massachusetts
$137K +$34.3K +199 +34%
FPFS
1338
First Personal Financial Services
North Carolina
$134K +$3.97K +23 +3%
FLPIM
1339
F.L. Putnam Investment Management
Massachusetts
$127K +$129K +749 New
TIS
1340
Tortoise Index Solutions
Kansas
$126K +$19.5K +113 +18%
SCA
1341
Stuart Chaussee & Associates
California
$125K – – –
SIM
1342
Sonora Investment Management
Arizona
$123K +$56.1K +325 +81%
MSFP
1343
Mark Sheptoff Financial Planning
Connecticut
$121K +$34.5K +200 +39%
TFGT
1344
TS Financial Group (TSFG)
Illinois
$120K +$4.49K +26 +4%
EFSCE
1345
Enterprise Financial Services Corp (EFSC)
Missouri
$119K -$12.1K -70 -9%
EWM
1346
Endurance Wealth Management
Rhode Island
$119K – – –
AIM
1347
Advantage Investment Management
Iowa
$117K -$2.42K -14 -2%
LJHT
1348
Laurie J. Hall Trustee
$116K – – –
LC
1349
Lindbrook Capital
California
$110K -$497K -2,881 -82%
GWMIA
1350
Global Wealth Management Investment Advisory
Florida
$109K -$24.7K -143 -18%
52 53
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55 56