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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
2151
Physicians Financial Services
North Carolina
$215K – – –
MTWM
2152
Masso Torrence Wealth Management
New Jersey
$215K -$21.9K -227 -9%
MCM
2153
Monarch Capital Management
Indiana
$215K – – –
DE
2154
Day & Ennis
Georgia
$214K +$222K +2,301 New
ZIMP
2155
Zimmermann Investment Management & Planning
Pennsylvania
$214K +$5.4K +56 +2%
ETIA
2156
Epic Trust Investment Advisors
Washington
$214K -$111K -1,151 -33%
SICM
2157
Sustainable Insight Capital Management
New York
$214K -$9.65K -100 -4%
CFSG
2158
Clark Financial Services Group
Missouri
$213K +$4.15K +43 +2%
MHWM
2159
Montz Harcus Wealth Management
Louisiana
$213K +$868 +9 +0.4%
OWA
2160
One Wealth Advisors
California
$213K +$220K +2,280 New
IFS
2161
Ifrah Financial Services
Arkansas
$212K -$2.8K -29 -1%
JFGIW
2162
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K -$3.86K -40 -2%
CDH
2163
Charles D. Hyman
$210K – – –
CFG
2164
Carr Financial Group
Massachusetts
$209K +$217K +2,247 New
SWMG
2165
Signature Wealth Management Group
Georgia
$209K – – –
WCM
2166
Whitener Capital Management
North Carolina
$209K +$7.91K +82 +4%
HCP
2167
Holt Capital Partners
Texas
$209K +$216K +2,238 New
AWAU
2168
Alliance Wealth Advisors (Utah)
Utah
$208K +$216K +2,235 New
AWA
2169
ARQ Wealth Advisors
Arizona
$208K +$215K +2,230 New
BONST
2170
Bank of Nova Scotia Trust
Ontario, Canada
$208K – – –
SFG
2171
StrategIQ Financial Group
Indiana
$208K +$965 +10 +0.5%
EBA
2172
Eagle Bay Advisors
New York
$207K -$23.7K -246 -10%
ICP
2173
Interchange Capital Partners
Pennsylvania
$207K -$10.8K -112 -5%
LCM
2174
Liberty Capital Management
Michigan
$207K – – –
CI
2175
Carroll Investors
South Carolina
$206K – – –
85 86
87
88 89