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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2126
Chatham Capital Group
Georgia
$375K – – –
UF
2127
Univest Financial
Pennsylvania
$374K – – –
WCA
2128
Westover Capital Advisors
Delaware
$372K +$3.38K +32 +0.9%
CWC
2129
Carolinas Wealth Consulting
North Carolina
$371K -$61.9K -586 -14%
HIP
2130
HUB Investment Partners
Texas
$370K -$252K -2,389 -40%
EWM
2131
Evermay Wealth Management
Virginia
$369K -$3.17K -30 -0.8%
JFGLC
2132
Johnson Financial Group LLC (Colorado)
Colorado
$367K +$141K +1,331 +61%
ACA
2133
Affinity Capital Advisors
California
$366K -$5.38K -51 -1%
SHWM
2134
Silicon Hills Wealth Management
Texas
$363K -$3.17K -30 -0.9%
CFG
2135
Compton Financial Group
Maryland
$363K – – –
YWP
2136
YorkBridge Wealth Partners
New York
$363K – – –
BFO
2137
Biltmore Family Office
North Carolina
$363K +$9.71K +92 +3%
MSA
2138
Marino Stram & Associates
Massachusetts
$363K +$11.1K +105 +3%
DWP
2139
Destiny Wealth Partners
Florida
$363K +$105K +996 +40%
FIB
2140
First Interstate Bank
Montana
$363K +$366K +3,470 New
MA
2141
MONECO Advisors
Connecticut
$362K -$8.97K -85 -2%
WMG
2142
WESCAP Management Group
California
$360K – – –
CCA
2143
Catalyst Capital Advisors
New York
$360K +$206K +1,950 +131%
ACS
2144
Archford Capital Strategies
Illinois
$359K -$64K -606 -15%
CWM
2145
Connecticut Wealth Management
Connecticut
$359K -$30.7K -291 -8%
FC
2146
Financial Consulate
Maryland
$359K +$362K +3,428 New
WCM
2147
Whitener Capital Management
North Carolina
$359K +$363K +3,436 New
SEP
2148
Southland Equity Partners
Missouri
$359K +$30.7K +291 +9%
22CM
2149
20/20 Capital Management
California
$358K +$10.9K +103 +3%
APW
2150
Aurora Private Wealth
New Jersey
$358K +$22.4K +212 +7%
84 85
86
87 88