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Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
3151
Smith Shellnut Wilson
Mississippi
$439K – – –
HCWM
3152
Hidden Cove Wealth Management
Washington
$439K +$87.7K +471 +22%
MG
3153
McHugh Group
Ohio
$438K – – –
AP
3154
Advisortrust Partners
North Carolina
$438K +$225K +1,210 +84%
AIFAIM
3155
American Institute for Advanced Investment Management
Arizona
$438K – – –
HWMT
3156
Heritage Wealth Management (Texas)
Texas
$438K -$73.9K -397 -13%
CLOS
3157
Compagnie Lombard Odier SCmA
Switzerland
$438K -$413K -2,219 -46%
BF
3158
bLong Financial
Tennessee
$438K -$27.9K -150 -5%
BW
3159
Basepoint Wealth
Iowa
$438K +$12.1K +65 +3%
AWC
3160
Adamsbrown Wealth Consultants
Kansas
$437K +$2.23K +12 +0.5%
TWA
3161
Talisman Wealth Advisors
New Jersey
$436K -$75.9K -408 -13%
PWM
3162
Partners Wealth Management
California
$436K – – –
CWWM
3163
Clear Wave Wealth Management
New Jersey
$436K -$11.9K -64 -2%
SFG
3164
Sovereign Financial Group
Connecticut
$436K -$52.1K -280 -10%
MLA
3165
MB, Levis & Associates
Pennsylvania
$435K +$160K +858 +49%
JCM
3166
Jacobsen Capital Management
Utah
$435K +$2.61K +14 +0.5%
GFWA
3167
Grey Fox Wealth Advisors
Delaware
$435K +$84.5K +454 +21%
WFAG
3168
Worth Financial Advisory Group
North Carolina
$434K +$487K +2,619 New
JCA
3169
January Capital Advisors
California
$434K -$558K -3,000 -53%
SCM
3170
Silvant Capital Management
Georgia
$433K – – –
RAG
3171
RIA Advisory Group
Iowa
$433K +$142K +764 +41%
MA
3172
MKT Advisors
California
$432K -$81.9K -440 -15%
IW
3173
Instrumental Wealth
Florida
$431K +$22.5K +121 +5%
TCM
3174
Towercrest Capital Management
Pennsylvania
$431K -$14K -75 -3%
TB
3175
Terril Brothers
Missouri
$430K – – –
125 126
127
128 129