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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
2451
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$676K -$17.3K -123 -3%
EFA
2452
Evernest Financial Advisors
Indiana
$675K -$15.6K -111 -2%
AWM
2453
Act Wealth Management
Texas
$675K -$12.1K -86 -2%
MCC
2454
Malaga Cove Capital
California
$673K +$1.27K +9 +0.2%
FFG
2455
Fiduciary Financial Group
California
$673K +$51.6K +366 +9%
CH
2456
Cromwell Holdings
Wyoming
$672K +$141 +1 +0%
AIM
2457
Advyzon Investment Management
Illinois
$671K +$141K +1,003 +27%
EIA
2458
Eldridge Investment Advisors
New Hampshire
$671K -$3.95K -28 -0.6%
PFT
2459
Providence First Trust
Arizona
$670K +$2.12K +15 +0.3%
PMG
2460
ProVise Management Group
Florida
$668K -$10.6K -75 -2%
GWSG
2461
GPS Wealth Strategies Group
Colorado
$667K -$20.9K -148 -3%
QIM
2462
Quest Investment Management
Oregon
$666K +$655K +4,649 New
GAM
2463
Gemmer Asset Management
California
$665K +$16.2K +115 +3%
BCI
2464
Blue Capital Inc
Nebraska
$665K +$654K +4,641 New
S
2465
Sunpointe
Missouri
$663K +$162K +1,150 +33%
MPM
2466
Meritage Portfolio Management
Kansas
$663K -$34.1K -242 -5%
EWM
2467
Evermay Wealth Management
Virginia
$662K +$24.8K +176 +4%
PCMC
2468
Paragon Capital Management (Colorado)
Colorado
$662K +$1.13K +8 +0.2%
CF
2469
Claris Financial
Virginia
$661K +$146K +1,035 +29%
CF
2470
Convergence Financial
Missouri
$660K -$141 -1 -0%
GPI
2471
General Partner Inc
Pennsylvania
$660K – – –
PCG
2472
PFC Capital Group
California
$660K -$265K -1,878 -29%
VCP
2473
Vista Capital Partners
Oregon
$660K -$188K -1,332 -22%
RA
2474
Ruggaard & Associates
Ohio
$659K +$24.7K +175 +4%
TTIC
2475
Tower Trust & Investment Company
Iowa
$658K -$705 -5 -0.1%
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99
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