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Name Holding Trade Value Shares
Change 		Change in
Stake
RI
2701
Ridgewood Investments
New Jersey
$530K +$35.2K +230 +7%
BWP
2702
Balboa Wealth Partners
Arizona
$530K -$409K -2,674 -42%
SMG
2703
Smart Money Group
Texas
$529K +$157K +1,025 +39%
AFIA
2704
America First Investment Advisors
Nebraska
$527K – – –
AIP
2705
Almanack Investment Partners
Pennsylvania
$526K +$4.9K +32 +0.9%
CRIG
2706
Charter Research & Investment Group
Connecticut
$526K – – –
HFS
2707
Heritage Financial Services
Massachusetts
$525K -$56.5K -369 -9%
PP
2708
Pacifica Partners
Canada
$525K +$1.53K +10 +0.3%
CMI
2709
Clare Market Investments
Texas
$524K -$9.34K -61 -2%
FGC
2710
Financial Gravity Companies
Texas
$523K +$526K +3,439 +1,976%
RFN
2711
Redwood Financial Network
Ohio
$523K -$81K -529 -13%
PCM
2712
Pointe Capital Management
Michigan
$523K +$6.74K +44 +1%
PWM
2713
Prentice Wealth Management
New York
$522K +$41.5K +271 +8%
TWPM
2714
Total Wealth Planning & Management
Florida
$522K +$551K +3,601 New
QPW
2715
Quantum Private Wealth
Florida
$521K -$3.06K -20 -0.6%
SRC
2716
Sage Rhino Capital
California
$521K -$7.5K -49 -1%
MA
2717
McBroom & Associates
Nevada
$521K – – –
MWM
2718
Mindset Wealth Management
Indiana
$520K – – –
PWM
2719
Paulson Wealth Management
Illinois
$519K -$191K -1,248 -26%
CF
2720
Claris Financial
Virginia
$519K +$549K +3,584 New
JWWM
2721
Johnson & White Wealth Management
Pennsylvania
$519K +$542K +3,540 New
WF
2722
Wayfinding Financial
Washington
$516K +$545K +3,563 New
MCA
2723
Millennium Capital Advisors
Arkansas
$515K -$465K -3,035 -46%
MCM
2724
Morton Capital Management
California
$515K +$306 +2 +0.1%
DWM
2725
Dorchester Wealth Management
Quebec, Canada
$514K -$19.9K -130 -4%
107 108
109
110 111