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Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1801
Carolinas Wealth Consulting
North Carolina
$91K +$230K +2,234 +197%
SC
1802
Sierra Capital
Florida
$90K -$3.4K -33 -3%
AFIA
1803
America First Investment Advisors
Nebraska
$90K – – –
MGI
1804
MayTech Global Investments
New York
$90K – – –
MMG
1805
Monetary Management Group
Missouri
$90K – – –
WB
1806
Webster Bank
Connecticut
$90K – – –
GA
1807
GoalVest Advisory
New York
$90K +$89.2K +866 +444%
JFA
1808
JNBA Financial Advisors
Minnesota
$88K -$10.1K -98 -9%
GG
1809
Gleason Group
Kentucky
$88K +$721 +7 +0.7%
AWM
1810
Atticus Wealth Management
Florida
$88K +$86.5K +840 +600%
HCM
1811
Highlander Capital Management
New Jersey
$87K – – –
M
1812
MOTCO
Texas
$86K +$8.65K +84 +10%
AIP
1813
Ahrens Investment Partners
Louisiana
$83K +$206 +2 +0.2%
PP
1814
Pacifica Partners
Canada
$82K -$212K -2,055 -71%
CHA
1815
Carmichael Hill & Associates
Maryland
$82K -$19.6K -190 -17%
SC
1816
Siena Capital
Ohio
$82K – – –
GEA
1817
Glen Eagle Advisors
New Jersey
$81.4K +$19.3K +187 +26%
MWC
1818
MBM Wealth Consultants
Missouri
$80K +$2.47K +24 +3%
FSWA
1819
Financial Synergies Wealth Advisors
Texas
$78.7K -$967K -9,388 -91%
WWP
1820
WR Wealth Planners
Missouri
$78K +$2.37K +23 +3%
DWMG
1821
DB Wealth Management Group
California
$78K – – –
LD
1822
Lipe & Dalton
New York
$78K – – –
WTA
1823
Washington Trust Advisors
Massachusetts
$76K -$61.4K -596 -41%
SCM
1824
Silvant Capital Management
Georgia
$76K – – –
AWM
1825
Accel Wealth Management
Iowa
$76K +$3.92K +38 +4%
71 72
73
74 75