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Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
1876
Weaver Consulting Group
California
$591K +$51.8K +491 +10%
VLC
1877
Van Leeuwen & Company
New Jersey
$590K – – –
ERWM
1878
Elk River Wealth Management
Colorado
$585K -$74.1K -702 -11%
SAG
1879
Spotlight Asset Group
Illinois
$583K -$229K -2,166 -28%
MFW
1880
Mosaic Family Wealth
Missouri
$583K +$2.53K +24 +0.4%
W
1881
Wealthquest
Ohio
$583K +$6.02K +57 +1%
XWM
1882
Xcel Wealth Management
Florida
$580K +$422 +4 +0.1%
CAGAS
1883
Capital Advisory Group Advisory Services
Minnesota
$580K +$17.8K +169 +3%
CGFA
1884
Colton Groome Financial Advisors
North Carolina
$577K +$582K +5,510 New
WDL
1885
Well Done LLC
Michigan
$575K +$7.07K +67 +1%
MRCM
1886
M&R Capital Management
New Jersey
$574K +$5.07K +48 +0.9%
CICI
1887
Capital Investment Counsel Inc
North Carolina
$573K – – –
OPTFSNA
1888
Old Point Trust & Financial Services N A
Virginia
$573K +$4.96K +47 +0.9%
CAM
1889
Covenant Asset Management
New Jersey
$572K +$59.6K +565 +12%
MFG
1890
Menard Financial Group
Texas
$572K +$70.8K +671 +14%
SAM
1891
Security Asset Management
New York
$570K – – –
HWM
1892
Hohimer Wealth Management
Washington
$569K -$2.47M -23,410 -81%
GAAM
1893
Guinness Atkinson Asset Management
California
$568K +$127K +1,200 +28%
VCM
1894
Vision Capital Management
Oregon
$567K -$182K -1,720 -24%
WC
1895
Westhampton Capital
North Carolina
$566K +$9.5K +90 +2%
NFG
1896
Nations Financial Group
Iowa
$566K +$49.2K +466 +9%
VFPI
1897
Vantage Financial Partners (Illinois)
Illinois
$566K +$73.9K +700 +15%
CIP
1898
Convergence Investment Partners
Florida
$563K -$1.7M -16,151 -75%
CCA
1899
Childress Capital Advisors
Texas
$561K -$409K -3,878 -42%
1WM
1900
1900 Wealth Management
Texas
$561K +$251K +2,380 +80%
74 75
76
77 78