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Name Holding Trade Value Shares
Change 		Change in
Stake
HCWM
3226
Hidden Cove Wealth Management
Washington
$309K +$16.3K +105 +6%
VAMG
3227
Voisard Asset Management Group
Michigan
$309K +$11K +71 +4%
FPW
3228
Flywheel Private Wealth
California
$308K -$774 -5 -0.3%
GWA
3229
Gratus Wealth Advisors
Virginia
$308K – – –
HI
3230
Hoey Investments
Pennsylvania
$307K -$1.24K -8 -0.4%
LFS
3231
Legacy Financial Strategies
Kansas
$306K +$28.8K +186 +10%
BIM
3232
Bullseye Investment Management
Ohio
$306K – – –
WP
3233
Waycross Partners
Kentucky
$305K – – –
EWM
3234
Endowment Wealth Management
Wisconsin
$305K +$50.3K +325 +20%
AA
3235
Alesco Advisors
New York
$304K +$304K +1,960 New
GT
3236
GreatBanc Trust
Illinois
$304K +$303K +1,955 New
CWM
3237
Cahaba Wealth Management
Georgia
$303K +$303K +1,954 New
IF
3238
Integrity Financial
Wyoming
$302K -$1.24K -8 -0.4%
FWM
3239
Focused Wealth Management
New York
$301K +$23.1K +149 +8%
F4L
3240
Fortune 45 LLC
Louisiana
$301K -$2.17K -14 -0.7%
IRC
3241
Investors Research Corp
Georgia
$301K – – –
HIS
3242
Harvest Investment Services
Illinois
$300K -$22K -142 -7%
HP
3243
Hilltop Partners
Indiana
$300K +$12.5K +81 +4%
BFP
3244
Brewster Financial Planning
New York
$300K – – –
DF
3245
Dunhill Financial
United Kingdom
$299K +$182K +1,174 +155%
AWM
3246
AllSquare Wealth Management
New York
$299K – – –
GFM
3247
GEN Financial Management
Minnesota
$299K +$298K +1,925 New
FDS
3248
First Dallas Securities
Texas
$299K – – –
NFG
3249
Norris Financial Group
South Carolina
$299K +$298K +1,923 New
MWM
3250
MOKAN Wealth Management
Kansas
$298K +$3.1K +20 +1%
128 129
130
131 132