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Name Holding Trade Value Shares
Change 		Change in
Stake
GWAM
1876
Guardian Wealth Advisors (Minnesota)
Minnesota
$591K +$1.9K +18 +0.3%
WCG
1877
Weaver Consulting Group
California
$591K +$51.8K +491 +10%
VLC
1878
Van Leeuwen & Company
New Jersey
$590K – – –
ERWM
1879
Elk River Wealth Management
Colorado
$585K -$74.1K -702 -11%
SAG
1880
Spotlight Asset Group
Illinois
$583K -$229K -2,166 -28%
MFW
1881
Mosaic Family Wealth
Missouri
$583K +$2.53K +24 +0.4%
W
1882
Wealthquest
Ohio
$583K +$6.02K +57 +1%
XWM
1883
Xcel Wealth Management
Florida
$580K +$422 +4 +0.1%
CAGAS
1884
Capital Advisory Group Advisory Services
Minnesota
$580K +$17.8K +169 +3%
CGFA
1885
Colton Groome Financial Advisors
North Carolina
$577K +$582K +5,510 New
WDL
1886
Well Done LLC
Michigan
$575K +$7.07K +67 +1%
MRCM
1887
M&R Capital Management
New Jersey
$574K +$5.07K +48 +0.9%
CICI
1888
Capital Investment Counsel Inc
North Carolina
$573K – – –
OPTFSNA
1889
Old Point Trust & Financial Services N A
Virginia
$573K +$4.96K +47 +0.9%
CAM
1890
Covenant Asset Management
New Jersey
$572K +$59.6K +565 +12%
MFG
1891
Menard Financial Group
Texas
$572K +$70.8K +671 +14%
SAM
1892
Security Asset Management
New York
$570K – – –
HWM
1893
Hohimer Wealth Management
Washington
$569K -$2.47M -23,410 -81%
GAAM
1894
Guinness Atkinson Asset Management
California
$568K +$127K +1,200 +28%
VCM
1895
Vision Capital Management
Oregon
$567K -$182K -1,720 -24%
WC
1896
Westhampton Capital
North Carolina
$566K +$9.5K +90 +2%
NFG
1897
Nations Financial Group
Iowa
$566K +$49.2K +466 +9%
VFPI
1898
Vantage Financial Partners (Illinois)
Illinois
$566K +$73.9K +700 +15%
CIP
1899
Convergence Investment Partners
Florida
$563K -$1.7M -16,151 -75%
CCA
1900
Childress Capital Advisors
Texas
$561K -$409K -3,878 -42%
74 75
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