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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1951
WBH Advisory
Maryland
$1.38M -$108K -714 -8%
PCG
1952
Prosperity Consulting Group
Maryland
$1.38M +$522K +3,460 +65%
HCP
1953
Hexagon Capital Partners
Arkansas
$1.38M +$103K +683 +8%
AC
1954
Avestar Capital
New York
$1.38M +$355K +2,351 +37%
FCB
1955
First County Bank
Connecticut
$1.38M +$14.5K +96 +1%
VIG
1956
Vienna Insurance Group
Poland
$1.38M +$203K +1,347 +18%
PWCM
1957
Processus Wealth & Capital Management
Tennessee
$1.38M +$108K +715 +9%
NAS
1958
Nicolet Advisory Services
Wisconsin
$1.37M +$165K +1,096 +15%
KA
1959
Kozak & Associates
Colorado
$1.37M +$7.39K +49 +0.6%
AEPWM
1960
Atlantic Edge Private Wealth Management
Florida
$1.37M +$24.1K +160 +2%
PP
1961
PDS Planning
Ohio
$1.37M +$108K +715 +9%
EA
1962
Eudaimonia Advisors
Tennessee
$1.37M -$131K -867 -9%
AA
1963
Argent Advisors
Louisiana
$1.36M +$86.2K +571 +7%
UCB
1964
United Community Bank
South Carolina
$1.36M +$11.2K +74 +0.9%
CCWM
1965
Correct Capital Wealth Management
Missouri
$1.36M +$233K +1,547 +22%
AFG
1966
Allegheny Financial Group
Pennsylvania
$1.36M -$53.3K -353 -4%
LB
1967
Legacy Bridge
Iowa
$1.36M -$131K -870 -9%
BWM
1968
BigSur Wealth Management
Florida
$1.36M +$996K +6,600 +330%
RP
1969
Rice Partnership
Hawaii
$1.36M -$7.09K -47 -0.5%
OHWP
1970
Oak Harbor Wealth Partners
North Carolina
$1.36M +$2.87K +19 +0.2%
SQA
1971
Simon Quick Advisors
New Jersey
$1.36M +$533K +3,532 +70%
BEAM
1972
Baker Ellis Asset Management
Washington
$1.35M -$14.3K -95 -1%
SAM
1973
S.A. Mason
Michigan
$1.35M +$63.7K +422 +5%
SPG
1974
Strategic Planning Group
Utah
$1.35M +$198K +1,312 +18%
TCCM
1975
Timber Creek Capital Management
Massachusetts
$1.35M – – –
77 78
79
80 81