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Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
2326
Charter Oak Capital Management
New Hampshire
$402K -$21.4K -188 -5%
HWA
2327
Heartwood Wealth Advisors
Virginia
$402K +$33.7K +297 +9%
GWSG
2328
GPS Wealth Strategies Group
Colorado
$402K +$57.5K +506 +17%
NFSG
2329
Newbridge Financial Services Group
Florida
$401K -$215K -1,891 -36%
WA
2330
Winfield Associates
Ohio
$401K – – –
ZF
2331
Zhang Financial
Michigan
$400K +$27.6K +243 +8%
APW
2332
Atlantic Private Wealth
North Carolina
$400K +$387K +3,407 New
HIC
2333
Hartline Investment Corp
Illinois
$399K – – –
BWP
2334
BSW Wealth Partners
Colorado
$399K +$8.63K +76 +2%
MCM
2335
Mendel Capital Management
Arkansas
$399K +$386K +3,401 New
PP
2336
Pacifica Partners
Canada
$398K -$5.11K -45 -1%
WMG
2337
WESCAP Management Group
California
$398K – – –
GWANC
2338
Guardian Wealth Advisors (North Carolina)
North Carolina
$398K +$385K +3,389 New
RW
2339
Rede Wealth
Virginia
$397K -$79.4K -699 -17%
SRC
2340
Sage Rhino Capital
California
$397K +$10.2K +90 +3%
GA
2341
Gateway Advisory
New Jersey
$396K -$131K -1,150 -25%
AFIA
2342
America First Investment Advisors
Nebraska
$396K – – –
VCM
2343
Vigilant Capital Management
Maine
$395K +$142K +1,254 +59%
BPFA
2344
Barnes Pettey Financial Advisors
Mississippi
$395K +$383K +3,370 New
BFS
2345
Bickling Financial Services
Massachusetts
$394K +$35.8K +315 +10%
SWP
2346
Strategic Wealth Partners
Ohio
$394K +$73.6K +648 +24%
KWM
2347
Kolinsky Wealth Management
New Jersey
$394K +$382K +3,361 New
RWM
2348
Rockwood Wealth Management
Pennsylvania
$393K +$381K +3,352 New
FM
2349
Family Management
New York
$393K -$11.1K -98 -3%
KBG
2350
Kahn Brothers Group
New York
$393K -$68.2K -600 -15%
92 93
94
95 96