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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
2151
Glassman Wealth Services
Virginia
$741K +$7.74K +54 +1%
FHC
2152
First Heartland Consultants
Missouri
$741K +$45.7K +319 +8%
NIM
2153
NuWave Investment Management
New Jersey
$741K +$653K +4,551 New
MW
2154
MBL Wealth
North Carolina
$740K +$652K +4,543 New
WMA
2155
West Michigan Advisors
Michigan
$739K -$135K -939 -17%
NRW
2156
Nova R Wealth
Kansas
$738K -$274K -1,909 -30%
SAM
2157
Summit Asset Management
Tennessee
$738K +$17.6K +123 +3%
CWA
2158
Clarity Wealth Advisors
California
$738K +$650K +4,535 New
CSWM
2159
Cassady Schiller Wealth Management
Ohio
$735K +$574K +4,000 +783%
PWM
2160
PBMares Wealth Management
Virginia
$734K -$69K -481 -10%
AA
2161
Axiom Advisory
California
$734K -$55.2K -385 -8%
OFS
2162
Orrstown Financial Services
Pennsylvania
$733K -$129K -899 -17%
SF
2163
SBK Financial
Virginia
$733K – – –
LFG
2164
Larson Financial Group
Missouri
$729K +$1.86K +13 +0.3%
HWA
2165
Heartwood Wealth Advisors
Virginia
$726K +$148K +1,029 +30%
RMSCM
2166
R.M. Sincerbeaux Capital Management
New York
$725K – – –
CBT
2167
Central Bank & Trust
Kentucky
$723K -$141K -983 -18%
CIM
2168
CIM Investment Management
Pennsylvania
$723K -$717 -5 -0.1%
BRC
2169
Bell Rock Capital
Delaware
$722K +$51.3K +358 +9%
VCM
2170
Vigilant Capital Management
Maine
$721K +$152K +1,057 +31%
AW
2171
Avion Wealth
Texas
$720K -$80.2K -559 -11%
CC
2172
Cornerstone Capital
California
$720K -$17.2K -120 -3%
MCWA
2173
Meadow Creek Wealth Advisors
Georgia
$719K -$10.2K -71 -2%
SXL
2174
Summit X LLC
Missouri
$717K +$10.8K +75 +2%
ECM
2175
Exchange Capital Management
Michigan
$716K -$36.3K -253 -5%
85 86
87
88 89