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Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
3601
Hartline Investment Corp
Illinois
$279K -$74.5K -400 -19%
WIP
3602
WealthCare Investment Partners
Rhode Island
$279K +$16.4K +88 +6%
SOAG
3603
Silver Oak Advisory Group
Oregon
$279K – – –
FF
3604
Francis Financial
$278K +$13.2K +71 +4%
PCM
3605
Payne Capital Management
New York
$278K +$312K +1,675 New
SHJ
3606
Sharkey, Howes & Javer
Colorado
$277K – – –
PWS
3607
Peloton Wealth Strategists
Indiana
$277K +$931 +5 +0.3%
TIP
3608
Tandem Investment Partners
New Jersey
$277K – – –
ELM
3609
Elite Life Management
Florida
$276K -$12.3K -66 -4%
WAM
3610
Worth Asset Management
Texas
$276K -$563K -3,024 -65%
HIS
3611
Harvest Investment Services
Illinois
$275K -$38.2K -205 -11%
AWMS
3612
Advocacy Wealth Management Services
Georgia
$275K +$27.5K +148 +10%
GCM
3613
G2 Capital Management
Ohio
$274K – – –
WC
3614
Wexford Capital
Florida
$274K +$308K +1,653 New
SHWM
3615
Smith & Howard Wealth Management
Georgia
$274K – – –
HI
3616
Harper Investing
California
$274K +$114K +615 +59%
DWM
3617
Denver Wealth Management
Colorado
$274K -$30.7K -165 -9%
SCA
3618
Stokes Capital Advisors
South Carolina
$274K +$97.7K +525 +47%
KIG
3619
Kennedy Investment Group
New Jersey
$273K +$15.3K +82 +5%
OIS
3620
OneAscent Investment Solutions
Alabama
$273K +$108K +582 +55%
DAS
3621
Daybright Advisory Services
Florida
$272K +$1.3K +7 +0.5%
PFG
3622
Pinnacle Financial Group
Illinois
$272K -$5.03K -27 -2%
IA
3623
Intellus Advisors
Florida
$272K -$38.9K -209 -11%
NFG
3624
Nadler Financial Group
Illinois
$272K +$17.1K +92 +6%
BCG
3625
Bravias Capital Group
New Jersey
$272K -$18.4K -99 -6%
143 144
145
146 147