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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1651
Institute for Wealth Management
Colorado
$228K +$197K +2,206 New
THCM
1652
Taylor Hoffman Capital Management
Virginia
$228K +$197K +2,202 New
WIP
1653
WealthCare Investment Partners
Rhode Island
$228K +$196K +2,201 New
QC
1654
Quantessence Capital
New York
$228K +$196K +2,200 New
HCM
1655
Hengehold Capital Management
Ohio
$228K +$196K +2,200 New
CWMP
1656
Clarion Wealth Managment Partners
Virginia
$227K +$196K +2,196 New
UWM
1657
USAdvisors Wealth Management
Minnesota
$227K +$196K +2,198 New
PL
1658
Plancorp LLC
Missouri
$226K +$191K +2,138 New
SR
1659
Swiss Re
Switzerland
$226K +$166K +1,860 +569%
NAM
1660
NTV Asset Management
West Virginia
$226K +$195K +2,187 New
SWM
1661
Stockman Wealth Management
Montana
$226K +$195K +2,185 New
CAC
1662
Certified Advisory Corp
Florida
$225K +$194K +2,175 New
WI
1663
WBI Investments
New Jersey
$225K +$194K +2,174 New
SL
1664
Salomon & Ludwin
Virginia
$225K – – –
AWM
1665
Aries Wealth Management
Maine
$224K +$194K +2,170 New
UWPG
1666
Ullmann Wealth Partners Group
Florida
$224K +$193K +2,162 New
SAM
1667
Sagewood Asset Management
New York
$223K +$193K +2,160 New
SWM
1668
SHP Wealth Management
Massachusetts
$223K +$23.6K +264 +14%
CM
1669
Cercano Management
Washington
$223K +$192K +2,155 New
DW30
1670
Drucker Wealth 3.0
New Jersey
$223K +$192K +2,151 New
EM
1671
ELCO Management
New York
$222K +$192K +2,149 New
SMBT
1672
Southern Michigan Bank & Trust
Michigan
$222K -$6.96K -78 -4%
OFO
1673
OneAscent Family Office
Alabama
$222K +$192K +2,147 New
ONST
1674
Old North State Trust
North Carolina
$222K +$192K +2,147 New
JWM
1675
Jeppson Wealth Management
California
$222K +$191K +2,144 New
65 66
67
68 69