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Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
2551
Vista Capital Partners
Oregon
$498K +$47.9K +286 +10%
CWM
2552
Chemistry Wealth Management
New York
$496K +$3.19K +19 +0.6%
GPI
2553
General Partner Inc
Pennsylvania
$496K +$13.2K +79 +3%
KWMG
2554
King Wealth Management Group
Florida
$496K +$31.4K +187 +7%
FDS
2555
First Dallas Securities
Texas
$494K +$8.55K +51 +2%
JCM
2556
Jag Capital Management
Missouri
$494K – – –
TFGT
2557
TS Financial Group (TSFG)
Illinois
$493K +$838 +5 +0.2%
PWA
2558
Physician Wealth Advisors
Utah
$493K +$335 +2 +0.1%
TCWM
2559
Total Clarity Wealth Management
Illinois
$490K -$85.3K -509 -15%
WAG
2560
Windsor Advisory Group
Ohio
$490K -$54.3K -324 -10%
ACM
2561
Aljian Capital Management
Nevada
$489K – – –
SC
2562
Shay Capital
New York
$489K +$503K +3,000 New
SFI
2563
SPC Financial Inc
Maryland
$489K -$1.43M -8,553 -74%
CWM
2564
Cabot Wealth Management
Massachusetts
$489K +$5.2K +31 +1%
ACM
2565
Ashford Capital Management
Delaware
$489K +$54.7K +326 +12%
WS
2566
Wela Strategies
Georgia
$488K +$87.3K +521 +21%
WA
2567
Wealth Architects
California
$488K +$26.2K +156 +6%
BBWP
2568
Beacon Bridge Wealth Partners
Pennsylvania
$487K -$29.5K -176 -6%
PCM
2569
Princeton Capital Management
New Jersey
$487K -$65K -388 -12%
HAS
2570
HBW Advisory Services
California
$486K -$61.4K -366 -11%
WDL
2571
Well Done LLC
Michigan
$486K -$29.3K -175 -6%
CFG
2572
Compton Financial Group
Maryland
$486K – – –
GF
2573
Gries Financial
Ohio
$485K -$92.7K -553 -16%
FA
2574
Fountainhead AM
New Jersey
$484K +$2.35K +14 +0.5%
HWM
2575
HFR Wealth Management
New York
$484K -$24.8K -148 -5%
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