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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
2101
Magnolia Capital Advisors
Mississippi
$215K +$193K +2,088 New
QCM
2102
Quest Capital Management
Texas
$214K -$28.7K -311 -13%
CFO
2103
CVA Family Office
Colorado
$214K +$150K +1,620 +354%
SHWM
2104
Smith & Howard Wealth Management
Georgia
$214K +$192K +2,074 New
LL
2105
LPWM LLC
Minnesota
$214K +$192K +2,075 New
MSCM
2106
McElhenny Sheffield Capital Management
Texas
$213K -$69.1K -748 -27%
CWP
2107
CFM Wealth Partners
Texas
$213K +$189K +2,042 New
FBFS
2108
First Business Financial Services
Wisconsin
$213K +$190K +2,060 New
WH
2109
Willner & Heller
California
$213K +$232K +2,513 New
OFG
2110
Oxford Financial Group
Indiana
$212K +$190K +2,052 New
ACA
2111
Affinity Capital Advisors
California
$212K +$190K +2,056 New
MWM
2112
Marion Wealth Management
Pennsylvania
$212K +$190K +2,057 New
WCM
2113
Whitener Capital Management
North Carolina
$212K +$190K +2,057 New
DIP
2114
DT Investment Partners
Pennsylvania
$210K -$100K -1,083 -35%
DFG
2115
Demars Financial Group
Washington
$210K -$57.3K -620 -23%
FAB
2116
First American Bank
Illinois
$210K +$188K +2,033 New
NC
2117
NBW Capital
Massachusetts
$210K +$188K +2,035 New
KFSC
2118
Keystone Financial Services (Colorado)
Colorado
$209K +$188K +2,033 New
JWBC
2119
J.W. Burns & Co
New York
$208K +$186K +2,014 New
SQA
2120
Simon Quick Advisors
New Jersey
$207K +$47.9K +518 +35%
AA
2121
Addison Advisors
Vermont
$207K +$98.7K +1,068 +114%
PA
2122
PFG Advisors
Arizona
$207K +$185K +2,002 New
LODC
2123
Lanham O'Dell & Company
West Virginia
$207K +$186K +2,009 New
HI
2124
Hudock Inc
Pennsylvania
$206K -$8.22K -89 -4%
CCFP
2125
Charles Carroll Financial Partners
Massachusetts
$206K +$185K +2,000 New
83 84
85
86 87