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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2051
Connecticut Wealth Management
Connecticut
$321K -$22.1K -273 -7%
WMC
2052
Westwood Management Corporation
Illinois
$321K – – –
RDFA
2053
Ritter Daniher Financial Advisory
Ohio
$321K +$308K +3,801 New
TWP
2054
Tower Wealth Partners
Pennsylvania
$320K +$307K +3,795 New
VPI
2055
Value Partners Investments
Manitoba, Canada
$320K +$2.14M +26,462 +748%
NPA
2056
Nichols & Pratt Advisers
Massachusetts
$319K -$11K -136 -3%
NEIRG
2057
New England Investment & Retirement Group
Massachusetts
$319K +$306K +3,775 New
ACA
2058
Affinity Capital Advisors
California
$317K -$184K -2,268 -38%
AC
2059
Addison Capital
Pennsylvania
$317K -$8.5K -105 -3%
SPI
2060
Santori & Peters Inc
Pennsylvania
$317K -$2.02K -25 -0.7%
AWM
2061
Atticus Wealth Management
Florida
$317K – – –
GSM
2062
Global Strategic Management
Puerto Rico
$317K +$304K +3,760 New
DC
2063
DeDora Capital
California
$316K +$15.8K +195 +6%
FFC
2064
First Financial Corp
Indiana
$316K +$64K +791 +27%
SIA
2065
SkyView Investment Advisors
New Jersey
$316K +$303K +3,739 New
VFPI
2066
Vantage Financial Partners (Illinois)
Illinois
$316K +$303K +3,740 New
CCM
2067
Carderock Capital Management
Maryland
$315K – – –
SLF
2068
Sun Life Financial
Ontario, Canada
$314K -$366K -4,521 -55%
CAGAS
2069
Capital Advisory Group Advisory Services
Minnesota
$313K -$23.2K -286 -7%
SWM
2070
Sugarloaf Wealth Management
Georgia
$313K +$486 +6 +0.2%
WAM
2071
WNY Asset Management
New York
$313K +$301K +3,720 New
TIA
2072
Traphagen Investment Advisors
New Jersey
$310K +$298K +3,675 New
OWA
2073
Octavia Wealth Advisors
Ohio
$310K +$297K +3,672 New
WAG
2074
Winthrop Advisory Group
Massachusetts
$309K -$1.38K -17 -0.5%
WCA
2075
Westover Capital Advisors
Delaware
$308K -$40.2K -497 -12%
81 82
83
84 85