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Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
2101
Wealth Dimensions Group
Ohio
$968K +$23.4K +299 +2%
BONST
2102
Bank of Nova Scotia Trust
Ontario, Canada
$967K -$470 -6 -0%
MF
2103
Meridian Financial
Massachusetts
$966K -$17K -217 -2%
MMHP
2104
Murphy Middleton Hinkle & Parker
Georgia
$966K +$974K +12,446 New
BCG
2105
Breakwater Capital Group
New Jersey
$965K +$95.5K +1,220 +11%
WCP
2106
Wealthcare Capital Partners
Pennsylvania
$959K +$32.7K +418 +3%
GFG
2107
Goldstone Financial Group
Illinois
$958K -$160K -2,044 -14%
MA
2108
MJP Associates
Connecticut
$957K -$9.31K -119 -1%
NICM
2109
Neo Ivy Capital Management
New York
$957K -$2.41M -30,752 -71%
BIG
2110
Brookwood Investment Group
Arizona
$956K +$97.7K +1,248 +11%
HCM
2111
Hollencrest Capital Management
California
$955K +$313 +4 +0%
CWP
2112
Core Wealth Partners
California
$955K -$48.3K -617 -5%
EI
2113
Ellevest Inc
New York
$952K +$35.3K +451 +4%
ACM
2114
Aster Capital Management
United Arab Emirates
$952K +$1.21M +15,432 New
PPWM
2115
Paragon Private Wealth Management
Kentucky
$950K +$114K +1,453 +13%
HCWM
2116
Hidden Cove Wealth Management
Washington
$946K -$588K -7,511 -38%
HWA
2117
HMV Wealth Advisors
Louisiana
$945K +$11.4K +146 +1%
IIL
2118
Income Insurance Ltd
$943K – – –
QPWM
2119
Quadrant Private Wealth Management
Pennsylvania
$942K -$138K -1,758 -13%
HW
2120
HORAN Wealth
Ohio
$939K +$11.4K +146 +1%
DSC
2121
Duncker Streett & Co
Missouri
$939K +$35.5K +453 +4%
PC
2122
PCB Capital
New Jersey
$938K -$302K -3,853 -24%
3F
2123
360 Financial
Minnesota
$937K -$6.26K -80 -0.7%
WWC
2124
Waypoint Wealth Counsel
Georgia
$937K -$180K -2,302 -16%
FFG
2125
Fiduciary Financial Group
California
$935K +$129K +1,649 +16%
83 84
85
86 87