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Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
2101
Obermeyer Wealth Partners
Colorado
$382K -$3.68K -84 -1%
CHAM
2102
Clear Harbor Asset Management
Connecticut
$381K – – –
FFG
2103
Ford Financial Group
California
$381K +$4.12K +94 +1%
HWMG
2104
Hurlow Wealth Management Group
Indiana
$380K -$135K -3,079 -27%
ACA
2105
Aptus Capital Advisors
Alabama
$379K -$100K -2,280 -22%
GLLW
2106
Graves Light Lenhart Wealth
Virginia
$379K -$5.79K -132 -2%
PTP
2107
Platform Technology Partners
New York
$379K -$2.15K -49 -0.6%
FA
2108
Faithward Advisors
Pennsylvania
$378K -$79.6K -1,815 -18%
ICM
2109
Islay Capital Management
Texas
$378K +$354K +8,078 +40,390%
IIA
2110
ICW Investment Advisors
Arizona
$377K +$12.8K +291 +4%
SIC
2111
Samalin Investment Counsel
New York
$376K +$354K +8,082 New
BCM
2112
Brookstone Capital Management
Illinois
$375K -$257K -5,866 -42%
DA
2113
Dillon & Associates
Michigan
$374K -$16.8K -382 -5%
PWM
2114
PBMares Wealth Management
Virginia
$373K +$1.05K +24 +0.3%
PCM
2115
Perritt Capital Management
Illinois
$371K – – –
CFN
2116
Cordasco Financial Network
Florida
$370K +$43.6K +995 +14%
GC
2117
GFG Capital
Florida
$368K +$14.8K +337 +4%
MCM
2118
McRae Capital Management
New Jersey
$368K +$346K +7,900 New
SHWM
2119
Silicon Hills Wealth Management
Texas
$366K +$344K +7,843 New
RWB
2120
RMR Wealth Builders
New Jersey
$366K +$344K +7,847 New
CSPIA
2121
Cary Street Partners Investment Advisory
Virginia
$366K +$344K +7,854 New
TWM
2122
Titus Wealth Management
California
$365K -$85K -1,939 -20%
AWM
2123
Argent Wealth Management
Massachusetts
$365K -$52.3K -1,192 -12%
SIAS
2124
Shine Investment Advisory Services
Colorado
$365K +$15.3K +350 +5%
FMP
2125
Financial Management Professionals
Texas
$365K +$205K +4,670 +148%
83 84
85
86 87