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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1651
SS&H Financial Advisors
Michigan
$275K – – –
WP
1652
WMS Partners
Maryland
$275K – – –
P
1653
&Partners
Tennessee
$274K -$5.58K -51 -2%
HC
1654
Hamilton Capital
Ohio
$274K -$117K -1,072 -28%
MCAI
1655
Members Capital Advisors Inc
Wisconsin
$274K – – –
MAG
1656
Mayfair Advisory Group
Alabama
$274K +$5.58K +51 +2%
HWMG
1657
Hurlow Wealth Management Group
Indiana
$273K -$875 -8 -0.3%
WC
1658
Waterloo Capital
Texas
$273K +$301K +2,752 New
WAS
1659
Wealth Advisory Solutions
Indiana
$273K +$95.2K +870 +46%
CC
1660
Commons Capital
Massachusetts
$272K +$2.74K +25 +0.9%
IWP
1661
Insight Wealth Partners
Texas
$272K +$2.41K +22 +0.8%
DWM
1662
Denver Wealth Management
Colorado
$272K +$12.5K +114 +4%
WAL
1663
W Advisors LLC
Tennessee
$271K -$8.75K -80 -3%
GWI
1664
Grace & White Inc
New York
$271K – – –
MLA
1665
My Legacy Advisors
Oregon
$271K -$14.6K -133 -5%
CC
1666
Cipher Capital
New York
$270K +$298K +2,719 New
OCM
1667
One Capital Management
California
$270K +$297K +2,718 New
DI
1668
Diligent Investors
California
$269K – – –
LCM
1669
Liberty Capital Management
Michigan
$269K – – –
SMG
1670
Smart Money Group
Texas
$269K +$1.31K +12 +0.5%
MWA
1671
Meridian Wealth Advisors
Texas
$269K -$308K -2,811 -51%
FHC
1672
First Heartland Consultants
Missouri
$269K -$46.1K -421 -13%
ERIM
1673
Eagle Ridge Investment Management
Connecticut
$268K -$5.47K -50 -2%
FC
1674
Fulcrum Capital
Washington
$268K +$296K +2,705 New
PCA
1675
Peddock Capital Advisors
Massachusetts
$268K +$109 +1 +0%
65 66
67
68 69