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Name Holding Trade Value Shares
Change 		Change in
Stake
HDA
3001
Harold Davidson & Associates
California
$645K -$21.3K -117 -4%
BWFA
3002
Baltimore-Washington Financial Advisors
Maryland
$644K -$84.6K -464 -13%
MSCM
3003
McElhenny Sheffield Capital Management
Texas
$642K +$912 +5 +0.2%
MWA
3004
MN Wealth Advisors
Kansas
$642K +$34.1K +187 +6%
HA
3005
HC Advisors
Georgia
$642K -$65.5K -359 -10%
FWM
3006
Foguth Wealth Management
Michigan
$642K +$6.75K +37 +1%
NEWAS
3007
N.E.W. Advisory Services
Wisconsin
$642K +$252K +1,384 +81%
WWP
3008
Wise Wealth Partners
Arizona
$641K – – –
SP
3009
Saranac Partners
$641K +$1.66M +9,129 +346%
SFG
3010
Shum Financial Group
California
$641K -$173K -948 -23%
OCG
3011
Opus Capital Group
Ohio
$640K -$26.8K -147 -5%
OL
3012
Owen LaRue
Kentucky
$639K +$2.01K +11 +0.4%
PB
3013
Prosperity Bancshares
Texas
$638K +$119K +652 +27%
IWA
3014
IVC Wealth Advisors
Pennsylvania
$637K +$5.47K +30 +1%
B
3015
Birchbrook
Maine
$633K – – –
AFC
3016
Ares Financial Consulting
California
$633K +$72.9K +400 +14%
PSF
3017
Pacific Sun Financial
California
$629K – – –
TWA
3018
Talisman Wealth Advisors
New Jersey
$629K -$64.2K -352 -10%
HWMT
3019
Heritage Wealth Management (Texas)
Texas
$629K -$365 -2 -0.1%
SFS
3020
Summit Financial Strategies
Ohio
$628K -$6.93K -38 -1%
RIP
3021
Reliant Investment Partners
North Carolina
$628K +$36.5K +200 +7%
DA
3022
Dash Acquisitions
California
$627K – – –
GRR
3023
Golden Reserve Retirement
Ohio
$626K -$15.1K -83 -3%
AWA
3024
AGH Wealth Advisors
Kansas
$626K +$24.8K +136 +5%
TW
3025
Traveka Wealth
California
$625K -$2.73K -15 -0.5%
119 120
121
122 123