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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
2851
Fortis Capital Management
Washington
$751K -$4.56K -25 -0.7%
CRIG
2852
Charter Research & Investment Group
Connecticut
$751K – – –
WWMP
2853
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$751K +$662K +3,628 New
BCM
2854
Banyan Capital Management
Georgia
$749K -$32.8K -180 -5%
CFA
2855
Capstone Financial Advisors
Illinois
$748K +$2.92K +16 +0.4%
PCH
2856
PGIM Custom Harvest
New Jersey
$748K -$81K -444 -11%
UWPG
2857
Ullmann Wealth Partners Group
Florida
$747K -$73.7K -404 -10%
GXJ
2858
Global X Japan
Japan
$746K -$19.3K -106 -3%
ARG
2859
Advisory Resource Group
Oklahoma
$746K -$82.1K -450 -11%
BWM
2860
BNB Wealth Management
Maryland
$745K – – –
MA
2861
McBroom & Associates
Nevada
$744K – – –
BM
2862
Berman McAleer
Maryland
$744K +$37K +203 +6%
CGA
2863
Crescent Grove Advisors
Illinois
$742K -$47.8K -262 -7%
MWA
2864
Martel Wealth Advisors
Washington
$741K +$365K +2,000 +127%
CCA
2865
Corps Capital Advisors
Texas
$738K +$651K +3,568 New
DCM
2866
DGS Capital Management
New Jersey
$737K +$650K +3,562 New
RHJA
2867
Rice Hall James & Associates
California
$736K – – –
GAAM
2868
Guinness Atkinson Asset Management
California
$736K +$48.7K +267 +8%
RFA
2869
ROI Financial Advisors
Oregon
$735K -$12K -66 -2%
SLT
2870
St Louis Trust
Missouri
$735K -$165K -906 -20%
WMG
2871
WESCAP Management Group
California
$735K – – –
FA
2872
FDx Advisors
Illinois
$735K +$39.8K +218 +7%
WCM
2873
Wedge Capital Management
North Carolina
$735K +$37.7K +207 +6%
CPCM
2874
Cardinal Point Capital Management
Ontario, Canada
$734K – – –
LJAC
2875
L.J. Altfest & Co
New York
$733K -$4.01K -22 -0.6%
113 114
115
116 117